Business Details
25 Years
experience
Your Trusted Financial Advisers in Leicester
Established in 2001 by an Inland Revenue Pensioneer Trustee and an Accountant, Gateway Financial Advisers provides independent financial advice across personal and commercial sectors. Our expertise spans life assurance, business protection, retirement planning, onshore and offshore investments, SSAS and SIPP management, inheritance tax planning, trusts, and wills. Based in Leicester, we employ specialists qualified in their respective fields, offering tailored financial solutions.We maintain partnerships with general insurers and asset finance providers to enhance service delivery. Clients benefit from our commitment to comprehensive, tax-efficient strategies and a free no-obligation review of their financial needs.
Services
Investment Strategy
Life Assurance
Inheritance Tax Planning
Mortgage Advice
Retirement Planning
Business Protection
Wills & Trusts
Equity Release
Commercial Lending
Pension Management
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in independent financial advice.
- Our team consists of certified specialists in investment and retirement planning.
- We provide comprehensive solutions covering personal and commercial financial needs.
- We maintain partnerships with major insurers and asset finance providers.
- Our advice focuses on tax-efficient, long-term financial security strategies.
Associations and certifications
- Financial Conduct Authority
Services
Investment Strategy
We design tailored investment strategies to grow assets over the medium to long term while aligning with tax-planning objectives. Our approach balances risk management with diversified asset allocation across equities, bonds, and property. Clients benefit from flexible portfolios that support income generation and inheritance preservation.
Inheritance Tax Planning
Our specialists create tax-efficient estate plans using trusts and insurance policies to mitigate inheritance tax liabilities. We ensure wills are structured for optimal wealth transfer while maintaining retirement income security. Regular reviews adapt strategies to legislative changes and personal circumstances.
Retirement Planning
We integrate pensions, investments, and property assets to create sustainable retirement income. Our advice covers SSAS, SIPPs, and equity release solutions while addressing capital needs for healthcare and home improvements. Tax advantages are maximised through government incentives.
Mortgage Advice
We provide independent mortgage advice across 5,000+ products, including buy-to-let and commercial lending. Our access to exclusive deals helps clients secure competitive rates for purchases, remortgaging, or equity release. Specialist support is available for self-employed applicants.
Business Protection
We implement key person protection, share succession plans, and loan insurance to safeguard business continuity. Our solutions protect against income loss from critical illness or director/shareholder departures. Policies are integrated with corporate tax and succession planning.
Questions
What financial services do you specialise in?
We specialise in investment strategy, inheritance tax planning, retirement solutions, mortgage advice, and business protection tailored to individual and corporate clients.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority for all our financial advisory services.
Can you help with commercial lending requirements?
Our in-house specialist arranges commercial loans for care homes, retail premises, and industrial units with access to competitive financing options.
Do you offer pension scheme management?
We provide expert advice on SSAS and SIPPs, including tax-efficient pension fund investments and retirement benefit strategies.
How do you approach inheritance tax mitigation?
We use trusts, life assurance policies, and strategic gifting to reduce inheritance tax liabilities while maintaining financial security for retirement.
