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    Financial Advisors In Leeds Near Me

    Lazenby's Financial Services - Financial Advisor & Mortgage Broker in Leeds Kirk Newsholme Chartered Accountants & Business Advisors Heritage Mortgages - Leeds The Private Office Harris Independent Financial Advice Age Partnership Clarity Wealth Limited Pentelow Wealth Management Agile Independent Financial Advice Ltd Sam Padbury (Financial Adviser) The Financial Planning Centre Ltd NBS Financial Planning Ltd Gamble Gaunt & Mole Brewin Dolphin Leeds
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    1. Lazenby's Financial Services - Financial Advisor & Mortgage Broker in Leeds - Leeds

    路 22 reviews

    Clayton Wood Close, First Floor Office Suite Butonia House, Leeds LS16 6QE, United Kingdom

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    1. 1. Personalized Retirement Planning: Our experienced team of independent financial advisors will help you build a secure future tailored to your needs.
    2. 2. Unbiased Financial Advice: As independent advisors, we offer unbiased advice and create bespoke financial plans to meet your goals.
    3. 3. Comprehensive Investment Solutions: From offshore investments to ISAs, our experts provide a wide range of investment planning advice to safeguard your financial future.
    4. 4. Family-Owned Care: We genuinely care about you and your family, providing dedicated service to meet your financial planning needs for a lifetime.
    5. 5. Proven Financial Planning Process: Our six-step procedure ensures honest, tailored advice and 'best in class' fund selection to reach your financial goals.

    2. Cordiner Wealth - Harewood

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    路 16 reviews

    9D, Harewood Yard Harewood House Estate, Leeds LS17 9LF, United Kingdom

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    1. 1. Personalized financial planning tailored to help you achieve the life and legacy you desire, serving clients in Leeds and beyond.
    2. 2. Our family-run business is dedicated to ensuring your hard work translates into the life you deserve, guiding you every step of the way.
    3. 3. Let us help you organize your finances so you can focus on enjoying the rewards of running your own business stress-free.
    4. 4. Your retirement is your chance to live the life you've always wanted. Trust us to help you achieve your retirement goals and maximize your savings.
    5. 5. Join the many satisfied clients who have already recommended us to their loved ones for our professional and dependable financial planning services.

    3. Kirk Newsholme Chartered Accountants & Business Advisors - Leeds

    路 22 reviews

    4315 Park Approach, Thorpe Park Gardens, Leeds LS15 8GB, United Kingdom

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    1. 1. Personalized service: At Kirk Newsholme, we prioritize getting to know our clients on a personal level to provide tailored financial solutions.
    2. 2. Expertise and efficiency: Our team of skilled professionals offers innovative ideas and sound advice to improve your business's efficiency.
    3. 3. Cost-effective solutions: Switching to Kirk Newsholme can lead to significant cost savings without compromising on the quality of service.
    4. 4. Long-term relationships: With over a decade of experience, we build lasting relationships with our clients, offering expertise with a personal touch.
    5. 5. Comprehensive financial services: From tax planning to payroll management, Kirk Newsholme provides a complete solution to all your financial needs.

    4. Heritage Mortgages - Leeds - Leeds

    路 9 reviews

    15 Queen Square, Leeds, LS2 8AJ, United Kingdom

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    1. 1. Expert Guidance: Our qualified advisers will assist you in finding the best mortgage tailored to your budget and needs.
    2. 2. Whole of Market: Access to exclusive products from various lenders, ensuring you get the most suitable mortgage available.
    3. 3. Personalized Service: We prioritize understanding your financial goals to provide unbiased and tailored advice for your mortgage application.
    4. 4. Professionalism Guaranteed: With over a decade of experience, we pride ourselves on offering the highest levels of professionalism and expertise.
    5. 5. Customer Satisfaction: Join our satisfied customers who have received detailed advice and personable service from Heritage Mortgages.

    5. iWealth Ltd - Leeds

    路 10 reviews

    20 Parklands Cl, Moortown, Leeds LS17 6TA, United Kingdom

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    1. 1. Specialized Expertise: Andrew Woolhouse, with over 15 years of experience, offers bespoke financial advice for high earners, business owners, and retirees.
    2. 2. Chartered Status: iWealth is led by a Chartered Financial Planner, Andrew Woolhouse, recognized as one of the UK's top advisers.
    3. 3. Personalized Approach: We focus on understanding your goals first, creating a tailored plan to secure your financial future.
    4. 4. Comprehensive Services: From pension optimization to Inheritance Tax planning, we help you manage your finances for a prosperous future.
    5. 5. Regulated and Independent: iWealth is authorized by the FCA, providing trustworthy financial advice tailored to clients' needs.

    6. The Private Office - Leeds

    路 6 reviews

    2 The Bourse, Leeds, LS1 5DE, United Kingdom

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    1. 1. Static base rate and falling inflation mean great news for savers looking for stability and growth in their investments.
    2. 2. Wondering about a New Year hangover? Our expert advice can guide you through end-of-year tax planning for a smooth financial transition.
    3. 3. With over 3000 top-rated reviews, our award-winning firm prioritizes client satisfaction and personalized wealth management services.
    4. 4. Trust our Chartered independent financial advisers to provide tailored advice and expertise, ensuring your financial goals are met effectively.
    5. 5. Seek advice from our team of industry experts for a disciplined and robust approach to investing, leading to long-term financial success.

    7. Harris Independent Financial Advice - Wetherby

    路 15 reviews
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    1. 1) Completely independent: Harris IFA is not tied to any financial company, guiding clients to the best value investment funds.
    2. 2) Hands-on investment experience: With over 20 years of experience in the financial markets, Harris IFA designs portfolios for clients.
    3. 3) Low fees: Ongoing investment advice is offered at a maximum of 0.5% of assets per year, well below industry standards.
    4. 4) Regulated and authorized: Harris IFA is regulated by the Financial Conduct Authority, providing clients with peace of mind.
    5. 5) Comprehensive services: From wealth management to life insurance planning, Harris IFA offers a range of financial services to meet clients' needs.

    8. Age Partnership - Austhorpe

    路 226 reviews

    2200 Century Way, Leeds, LS15 8ZB, United Kingdom

    Address Website WhatsApp
    1. 1. Instant Tax-Free Cash: Use our free calculator to unlock tax-free cash for the retirement lifestyle you deserve.
    2. 2. Whole Market Comparison: Our free annuity calculator ensures you get the best quotes from the entire annuity market.
    3. 3. Second Chance Mortgages: Our free mortgage calculator helps even if you've been rejected elsewhere, providing solutions tailored to you.
    4. 4. Retirement Specialists: Trust our friendly team in Leeds to guide you through the process from start to finish with expertise and care.
    5. 5. Professional and Reliable: Benefit from our knowledgeable advisors who provide top-notch service, keeping you informed and in control.

    9. Clarity Wealth Limited - Horsforth

    路 3 reviews

    8 Kerry St, Horsforth, Leeds LS18 4AW, United Kingdom

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    10. Pentelow Wealth Management - Leeds

    路 2 reviews

    Chancellor Court, The Calls, Leeds, LS2 7EH, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Financial Advice: Tailored strategies for individuals and businesses to build, grow, protect, and preserve wealth effectively.
    2. 2. Specialized Services: Expertise in meeting the financial needs of high-income earners and those with significant capital.
    3. 3. Family Philosophy: Protect, grow, and pass on wealth with a structured approach focused on long-term financial security.
    4. 4. Experienced Professionals: Emma Pentelow and team deliver clear, proactive advice to help clients achieve their financial objectives.
    5. 5. Client-Centered Approach: Pentelow Wealth Management prioritizes client goals, providing trustworthy and understandable financial guidance.

    11. Agile Independent Financial Advice Ltd - Leeds

    路 4 reviews

    Airedale House, Business Centre, 423 Kirkstall Rd, Burley, Leeds LS4 2EW, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Financial Planning: Tailored wealth management, retirement, and estate plans for individuals, families, and businesses.
    2. 2. Unbiased Recommendations: Research-based advice without ties to financial product providers for the most suitable solutions.
    3. 3. Honest Conversations: Commitment to candid discussions to help clients make informed decisions for the best outcomes.
    4. 4. Cutting-Edge Technology: Investment in advanced tech for efficient, comprehensive, and straightforward financial services.
    5. 5. Regulated and Trusted: Authorized and regulated by the Financial Conduct Authority, ensuring adherence to strict guidelines for client peace of mind.

    12. Sam Padbury (Financial Adviser) - Leeds

    路 11 reviews

    45 Haigh Rd, Rothwell, Leeds LS26 0LW, United Kingdom

    Address Website WhatsApp
    1. 1. Reliable financial advice since 1989. Plan your future confidently with personalized pension, investment, and mortgage recommendations.
    2. 2. Expertise in tax-efficient pensions. Benefit from the taxman's generosity while securing your financial future with Brooke Financial.
    3. 3. Comprehensive mortgage deals. Access exclusive offers from over 50 lenders for residential and commercial properties, including buy-to-let options.
    4. 4. Personalized life assurance and home insurance. Protect your family and property with tailored coverage to suit your needs.
    5. 5. Highly recommended team. Janice and Deborah provide unbeatable service, sourcing the best deals and offering support throughout the process.

    13. The Financial Planning Centre Ltd - Morley

    路 3 reviews

    5 Peel St, Morley, Leeds LS27 8QL, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized financial planning: Tailored services to meet individual needs and goals for a secure financial future.
    2. 2. Expert guidance: Experienced professionals providing sound advice in line with UK regulatory standards.
    3. 3. Comprehensive services: Covering a wide range of financial planning areas to address all aspects of clients' financial well-being.
    4. 4. Transparent approach: Clear communication and openness in all financial recommendations and strategies.
    5. 5. Client-focused: Putting clients first, with a commitment to building long-term relationships based on trust and integrity.

    14. Heritage Wealth Solutions - Morley

    路 2 reviews

    Suite G2, Seven Hills Business Centre, South Street, Morley,, Leeds, LS27 8AT, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Financial Planning: We tailor individual solutions to match your needs, focusing on building strong client relationships for long-term success.
    2. 2. Transparent Fee Structure: With our Heritage Loyalty Discount, we ensure clients only pay one fee for monitoring investments, providing value for money.
    3. 3. Expert Portfolio Management: Our experienced team dedicates time and resources to researching optimal solutions, offering regular reviews for the best results.
    4. 4. Client-Centered Approach: Regular contact is at the heart of our service, ensuring we fully understand your circumstances and provide ongoing support throughout your financial journey.
    5. 5. Trusted Financial Advisers: Our holistic approach and commitment to clients set us apart, with a focus on long-term relationships and delivering understandable financial advice.

    15. NBS Financial Planning Ltd - Morley

    路 2 reviews

    88 Victoria Rd, Morley, Leeds LS27 8LS, United Kingdom

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    16. Gamble Gaunt & Mole - Morley

    路 3 reviews

    70A Queen St, Morley, Leeds LS27 9BP, United Kingdom

    Address Website WhatsApp
    1. 1. Experienced Independent Financial Advisers providing quality service in Yorkshire and surrounding areas, offering face to face advice at home or work.
    2. 2. Personalized financial journey guidance tailored to your life goals, with whole of market advice for savings, investments, retirement, and more.
    3. 3. Comprehensive mortgage planning assistance for individuals seeking expert advice on their mortgage options.
    4. 4. Specialized protection and estate planning advice to secure your financial future and protect your assets for yourself and your loved ones.
    5. 5. Authorized and regulated by The Financial Conduct Authority, ensuring trustworthy and reliable financial advice for clients in the UK.

    17. Brewin Dolphin Leeds - Leeds

    路 1 reviews

    10 Wellington Pl, Leeds, LS1 4AN, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Wealth Management: Tailored financial planning and bespoke investment management services for individuals and professional intermediaries.
    2. 2. Specialist Teams: Nearly 50 staff members with expertise in financial planning, charity investments, and intermediary services.
    3. 3. Discretionary Fund Management: Customized solutions for clients' unique goals, attracting over 1,000 advice firms for strong investment performance.
    4. 4. Charity Investment Expertise: Over 65 years of experience helping charities achieve their financial objectives through tailored portfolios.
    5. 5. Central Location: Conveniently located in Leeds city centre, a short walk from the railway station for easy access.
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