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The Best Financial Advisors In Leeds
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Lazenby’s Financial Services – Financial Advisor & Mortgage Broker in Leeds
If you’re looking for a financial advisor Leeds, Lazenby’s is proud to bring you expert financial planning advice with access to products from across the entire marketplace.
A growing family firm with a passion for personal financial planning, we’ve developed a proven procedure to ensure that all of our clients get honest, tailored advice. With a central investment proposition and a commitment to only selecting funds that are ‘best in class’ over several consecutive years, we promise to find the best solutions for your personal needs.
Services
Office
First Floor Office Suite, Butonia House, Clayton Wood Close, Leeds, West Yorkshire, LS16 6QE
Contact: Lazenby’s Financial Services – Financial Advisor & Mortgage Broker in Leeds
Agile Independent Financial Advice Ltd
If you want to take control of your financial situation and build your long term financial plan, you’ve come to the right place. We’ll work with you to create financial certainty, helping to give you the comfort and peace of mind that your lifestyle is achievable, for life.
We want to give you the most suitable advice by putting you at the centre of what we do. We continually research our recommendations from across the market, choosing not to partner our practice with any provider of financial products or investments. This means we aren’t conflicted in our work and we can always recommend what we think is most suitable for you.
Sometimes the best outcomes require the toughest conversations. We promise to ‘tell you like it is’. That’s the only way to help you make great decisions. Your future is our future. That’s why we invest in cutting edge technology to continually improve the service we give you. We strive to be as efficient, comprehensive and straightforward as we can be.
You need to be sure we are doing things right. We are authorised and regulated by the Financial Conduct Authority. You have the peace of mind that as well as using our expertise and our conscience, we adhere to their strict guidance.
Services
Office
Airedale House, Business Centre, 423 Kirkstall Rd, Burley, Leeds LS4 2EW, United Kingdom
Kirk Newsholme Financial Planning
At Kirk Newsholme Financial Planning, we want to redefine the way people relate to their advisers. Too many ‘advisers’ only see their clients when they want to sell them something. Our help is provided on your terms, not our own – we’ll be here when you need us to be, with advice on any and all aspects of your finances. And we’ll contact you if we think we can offer you a better way of doing things, instead of pointing it out at a distant review meeting when it’s too late for you to take full advantage.
We’re small enough to offer you close personal attention and consistency of service – but big enough to offer you expert advice from senior people with large organisation experience. And finally… we’re approachable, knowledgeable, and above all independent.
If an adviser is offering genuine advice, we believe they have to be independent… and we are. Our fee-based advice is based on what we consider to be right for you – not anyone else. We have no affiliation with any financial services provider. Our constant priority is to provide the best possible service, and to ensure that every one of our clients know they are important to us.
We are proud to hold the prestigious ‘Chartered Financial Planners’ designation by the Chartered Insurance Institute. This is the industry’s gold standard for firms of financial planners and confirms we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership criteria of the Institute.
Services
Office
Suite 2, First Floor, 4315 Park Approach, Thorpe Park, Leeds LS15 8GB, United Kingdom
Cordiner Wealth are Independent Financial Advisers. We help business owners, entrepreneurs and professionals to keep their wealth on track, focus on the future and achieve the life and legacy they really want.
As a family-run business we know you want the best outcome for you and the people you care about. We’ll help you to make sure all the time and hard work you put in translates into the life you deserve.
It’s our goal to see you reach yours, and it all starts with getting to know you. We’re here to understand what matters most to you, what you’d like to achieve and what you’ll need to get there.
We’ll guide you at every step, we’ll stay as long as you need us, and we’ll always be just a phone call away. That’s what financial planning should be – a professional, personal service you can depend on.
Reaching your goals takes time – it’s not a sprint, but it shouldn’t feel like a marathon either. Whether you’re mid-career or thinking about retirement, we’ll do the hard work for you so you can get on with your life.
With your wealth planning in safe hands, today and tomorrow, you’ll have clarity about the present and all the help you need to navigate the years ahead.
Despite the ending that ‘retirement’ seems to imply, it’s really the start of a new phase that will last the rest of your life. It’s never too early (or too late) to get real plans in place, but you need to know what you’re planning for – and when.
Services
Office
9D, Harewood Yard Harewood House Estate, Leeds LS17 9LF, United Kingdom
At Glennan Wealth Management we help our clients identify, achieve and maintain their desired lifestyles, without fear of ever running out of money, for the rest of their lives.
We do this by helping them to create a financial plan, tested using sophisticated financial planning software, and built on cautious assumptions to ensure that the resources they have are sufficient to provide the lifestyle they want to live.
We then help them to arrange their investments and assets accordingly, as well as helping them to minimise the tax they pay throughout their lives and when ultimately passing down their wealth to future generations.
We are ‘at retirement’ planning specialists and aspire to provide a truly personalised ‘financial concierge’ service to our clients, often working with their existing professional advisors, particularly in accountancy and law, to provide a fully integrated advice service.
We also provide a full financial advisory and investment management service to companies, trusts and charities through our subsidiary, GWM Corporate Financial Services.
Our approach is quite different from that of most wealth managers: It is based fundamentally on an evidence based solution and gives our clients access to a highly diversified and low cost suite of portfolios.
Much of the investment industry ignores academic research, relying instead on a blinkered belief that armed with enough information, sophisticated software and the sharpest minds, they can beat the market and get well paid for their efforts. An evidence-based investor has science on their side, giving them peace of mind and, over time, higher expected returns.
Services
Office
9D, Harewood Yard Harewood House Estate, Leeds LS17 9LF, United Kingdom
The Financial Planning Centre Ltd
The Financial Planning Centre Ltd was formed in August 2001 by one of our senior advisers who has worked in the Financial Services industry for over 35 years. Based in Morley in Leeds we have an extensive and diversified client bank mainly covering the Yorkshire region.
Our reputation is one we are proud of as treating clients fairly is integral to all our business practices, and a core element in the way we behave and transact business.
Our clients trust us with their own, and their family’s futures, and we work hard to ensure they receive the care, attention and straight forward financial advice that they deserve.
We believe that face to face personal discussions are extremely important in fully understanding client needs. We want our clients to remain our clients, and we feel that the ongoing service we provide is second to none.
Services
Office
5 Peel St, Morley, Leeds LS27 8QL, United Kingdom
Clarity Wealth Limited are a passionate independent financial advisor team that have our clients best interests at the forefront of everything we do. We will take time to listen to and understand our clients and their main goals, objectives and wishes.
We will then provide a clear path for their financial future, wealth management and or retirement. We will utilise risk analysis, and cash flow modelling to help engage clients with their goals and provide a visual picture of what this looks like for you and your family.
We take great pride in offering proactive, responsive, helpful and efficient services for clients and we appreciate and understand how important their financial future is to them and their family.
If you ensure that you invest your money in the most tax-efficient wrapper, it can make all the difference for you getting the best return on your original investment. There are numerous tax efficient investment schemes, these allow the options of tax allowances, tax reliefs and incentives. During your financial journey, there will almost always be some form of tax implications connected to your personal financial activities.
Services
Office
8 Kerry St, Horsforth, Leeds LS18 4AW, United Kingdom
Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years.
Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning.
Andrew takes pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way. We’re proud to be a financial planning firm run by a Chartered Financial Planner, Andrew Woolhouse.
As awarded by the Chartered Insurance Institute (CII), individual Chartered status is the ‘gold standard’ of financial planning and positions Andrew amongst the UK’s leading advisers and planners.
Traditionally, many financial advisers dive in and begin talking about money straight away.
As Financial Planners, we believe our starting point should be to understand your personal goals before designing a bespoke plan to achieve them.
This approach is part of our entire financial planning process, including the philosophy we follow for investing and the fees we charge.
Services
Office
20 Parklands Cl, Moortown, Leeds LS17 6TA, United Kingdom
Freedom Advice – Independent Financial Advisers
We have worked in the Financial Services Industry for almost twenty years, and I am qualified to Diploma level. I am married with three children and five grandchildren. My hobbies include spending time with the family, holidaying in Spain and fast cars.
Whether your needs are simple or complex, from a simple investment to a complicated pension or inheritance planning, I can help you plan for the future, creating a strategy that can be as flexible as you need it to be, as you never know what is round the corner or how your needs will change.
All good plans need to be reviewed on at least an annual basis if not more often, which is why it is important that you choose the right adviser in the first place. All my clients look forward to my client reviews and see them as an enjoyable experience rather than a chore.
I provide advice and help following a financial review which can take place at a convenient time and place for you. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a more thorough review.
Following your initial review, I will take time to consider your situation, needs and priorities before reporting my recommendations. We will discuss this face to face in a follow up meeting in which I’ll fully explain my recommendations and agree affordable priorities to assist you in achieving your objectives.
Services
Office
22 Castle Grove Dr, Headingley, Leeds LS6 4BP, United Kingdom
Quilter Private Client Advisers Leeds office
We’ve been in the region for over 40 years, originally known as Beaumont Robinson, and been part of Quilter Private Client Advisers since 2016. Previously situated just south of the Dales on the banks of the Aire, we are now based in the heart of Leeds city centre and ideal location to take care of our clients in Yorkshire and the North East. Our dedicated team of experts are here to help you reach your financial goals.
Quilter Private Client Advisers can help you with all your financial planning needs. Our particular expertise lies in helping our clients with more complex financial matters such as significant investments, estate planning, and preparing for retirement.
We want to be known for the trusted financial advice we provide, and we invest in the professional development of our financial planners and support staff to facilitate this. Long-term security and peace of mind is key to us and our clients. We aim to secure your financial future through lasting relationships and delivering trusted, advice-based solutions.
We understand that your financial journey lasts a lifetime, from your first savings or home purchase, through to inheritances and retirement. We can help you to grow, protect, enjoy, and then pass on your wealth.
We are proud to be part of SIFA Professional which helps financial advisers build valuable relationships with solicitors and other legal professionals to maximise outcomes to clients. Endorsed by the Law Society, we became members in 2019 after meeting SIFA’s due diligence criteria for working with solicitors.
Services
Office
Second Floor, Toronto Square, City Square, Leeds LS1 2HJ, United Kingdom
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