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Best Financial Advisors in Leeds

Handpicked from 140 vetted & reviewed Financial Planning & Wealth Management firms in the Leeds area, discover the top 5 elite providers among the selected group of 24 finalists.

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Hardman Financial Advice

Hardman Financial Advice

(24)
  • Pension
  • Meeting
  • The Future
“We experienced excellent service from Richard. He took the time to understand our requirements, gave sound advice and answered our many questions! Once we made our decision Richard managed the administration process to completion. Would highly recomm...”
Offers Financing Options
Family Business
Ramble House, Hillam Hall Ln, Leeds LS25 5HL
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Business Works UK

Business Works UK

(50)
Business Growth, Access to Finance, Other Accounting Services
“The team at Business Works are extremely responsive, flexible and knowledgable. Starting off as a sole trader, they have always been clear about pricing and the service I will be provided. As my company and team have grown, the team in Orange have ...”
4 Lidgett Ln, Garforth, Leeds LS25 1EQ
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Oakwood Solicitors

Oakwood Solicitors

(44)
Bank Fraud and Scam Claims, Breach of Insurance Claims, Mis-Sold Pensions
“I am unable to do a complete review as we are in first contact stage. I must say it is so good to be speaking with a company that has such a possitive attitude and can do approach, rather than it's not my job approach which seems prevalent.”
Transparent Fees & Pricing
Princes House, 635 Roundhay Rd, Roundhay, Oakwood, Leeds LS8 4BA
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Clarity Wealth Limited

Clarity Wealth Limited

(50)
  • Turbulent
  • Research
  • Pensions
“Met with John for my first annual review since entrusting Clarity Wealth to manage my investments. Have found both him and Richard very pleasant to deal with; they listened to my circumstances and communicated recommendations clearly. I feel confiden...”
8 Kerry St, Horsforth, Leeds LS18 4AW
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Vista Financial Management

Vista Financial Management

(46)
  • Life Insurance
  • Critical Illness
  • Mortgage
“Excellent service and great advice as always from John Mallinson and the team at Vista. I have engaged with John and the Vista team for over 10 years and they have always made the process easy and stress free. Highly recommend and have done to many ...”
Dale House, Queensway, Guiseley, Leeds LS20 9JE
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Lazenby's Financial Services

Lazenby's Financial Services

(33)
Mega Heading 1, Mega Heading 2, Mega Heading 3
“I used the mortgage services available with Lazenby's and was more than satisfied with the service their team supplied. They stayed in contact frequently and helped with any questions I had. I am forever grateful for the service they provided. Positi...”
Free Initial Consultation
Family Business
Beechwoods Estate, 1st Floor, Stable Mews, Elmete Ln, Roundhay, Leeds LS8 2LQ
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Brooke Financial

Brooke Financial

(38)
Pensions, Investments, Property Insurance
“We used Brooke Financial to secure our first mortgage and the service we received was outstanding. Big thank you to Chris who was extremely knowledgeable and guided us through the entire process from start to finish. Would definitely recommend to any...”
Suite 7, 2nd Floor, West 44, Richardshaw Lane, Pudsey, Leeds LS28 7UR
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MSF Associates

MSF Associates

(50)
  • Deadline
  • Tech
  • Team
“"I've been with MSF since 2016 and have had an excellent experience. Their service has been consistently reliable, and I appreciate the extra attention to detail they provide."”
In Business Since 2006
MSF Associates Ltd, Call House, Enfield St, Leeds LS7 1RF
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The Private Office

The Private Office

(31)
Life Changing Personal Injury, High Net Worth Individuals, Trusts Explained
“I had a brief call with Roger Clarke to ask a couple of questions about inheritance tax. he was very approachable and gave me the answers I needed very concisely in a way that I could readily understand. I would use Roger again for further financia...”
In Business Since 2003
Transparent Fees & Pricing
2 The Bourse, Leeds LS1 5DE
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Care Financial Services

Care Financial Services

(30)
  • Mortgage
“Provide very good service that is tailored to individual needs. They go an extra mile to ensure one's needs are met. I highly recommend their service to all.”
In Business Since 2022
Free Initial Consultation
94 Street Ln, Roundhay, Leeds LS8 2AL
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Starling Corporate Limited

Starling Corporate Limited

(41)
  • Proactive
  • Negotiating
  • Sale
“From my first conversation with Starling Corporate I have been a fan of their approach to selling businesses and they have been a pleasure to work with. Sam and his team are responsive and offer a great service in the marketplace. I can't recommend S...”
In Business Since 2018
31 Park Square N, Leeds LS1 2PF
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Haighwood Financial Services

Haighwood Financial Services

(30)
  • Expertise
  • Insurance Policy
  • Mortgage
“The gentleman that dealt with my pension, Paul Wilson was excellent, professional, polite,and very knowledgeable...kept us updated from start to finish....brilliant service,and a credit to the company....you will not need to look any further than thi...”
Unit 12 Cliffe Park Way, Bruntcliffe Rd, Morley, Leeds LS27 0RY
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Preston Baker Mortgage Advisors in Crossgates

Preston Baker Mortgage Advisors in Crossgates

(24)
  • Professional
  • First Time Buyer
  • Understanding
“Can't recommend them enough, Claire was so helpful, friendly and always available to help us. A pleasure to deal with. Positive Responsiveness, Professionalism”
Transparent Fees & Pricing
Suite 3 First Floor, Crossgates House, Station Rd, Cross Gates, Leeds LS15 8EU
Featured

Mortgage lenders cut interest rates despite Bank of England rise “Lenders are repricing all the time and it looks like most rates will come down a touch,” said James Kear, Preston Baker’s Head of Financial Services. “So far just today I’ve already seen messages from six major lenders about reduced rates coming through over the next 48 hours.” Read more here:...

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SMH Howard Matthews

SMH Howard Matthews

(17)
Chartered Accountants, Financial Services, Corporate Finance
“Great company, they've been looking after my interests for the past 20 years and especially Nichola in payroll , who makes sure everything is on time and done as it should be”
In Business Since 2022
Free Initial Consultation
Lidgett House, 56 Lidgett Ln, Garforth, Leeds LS25 1LL
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Cordiner Wealth

Cordiner Wealth

(19)
  • Investments
  • Team
“Given ongoing sound advice on pension and ISA investments since around year 2000, prior to and during the retirement of both myself and wife. Helped to set up investments for our grandchildren who live abroad. Very happy with investment returns...”
Family Business
5A, Harewood Yard Harewood House Estate, Leeds LS17 9LF
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Independent Mortgage Brokers

Independent Mortgage Brokers

(19)
  • Re-Mortgage
  • Professionalism
  • Communication
“Independent Mortgage brokers are one stop name in finical advise and mortgage Brookers. You can depend on them. Thanks Lee and Sarah for all your hard works.”
In Business Since 2019
33 Roxholme Grove, Chapel Allerton, Leeds LS7 4JJ
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Business Finance Advice - AI Growth Mentor

Business Finance Advice - AI Growth Mentor

(6)
  • Professional
“These guys are on the ball and have the experience, contacts and business acumen to drive your business forward. They genuinely want to see your business prosper and will provide valuable advice on finance, process and systems on your growth journey....”
In Business Since 2023
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
2 Infirmary St, Leeds LS1 2JP
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Hentons

Hentons

(13)
Tax, Audit, Accounts
“I would highly recommend this company, Christopher Sadler made everything I needed to know simple and made everything so much easier to deal with thank you again.”
In Business Since 2000
118 North St, Leeds LS2 7PN
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Kirk Newsholme Chartered Accountants & Business Advisors

Kirk Newsholme Chartered Accountants & Business Advisors

(13)
Cloud Accounting, Making Tax Digital, Financial Planning
“We've used Kirk Newsholme for payroll for the last three years and have provided an excellent, efficient and friendly service throughout! Highly recommended!”
10+ Years Experience
4315 Park Approach, Thorpe Park Gardens, Leeds LS15 8GB
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Progeny

Progeny

(8)
Financial Planning, Asset Management, Corporate Legal Services
“Progeny's service and legal advice is exceptional. I was helped by Lauren Burgess, who came highly recommeded by friends, with the purchase of a flat. Lauren worked tirelessly on the matter, replying quickly to all enquires and efficiently went ov...”
In Business Since 2016
Transparent Fees & Pricing
1A Tower Square, Leeds LS1 4DL
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The Financial Planning Centre

The Financial Planning Centre

(12)
How Do We Work?, Retirement Planning, Wills
“I was recommended to the fpc by a friend they have always given me brilliant financial advice.Jordan always does a professional job and I would recommend him to anyone who requires financial assistance.”
In Business Since 2008
City Mills Business Centre, Peel Street, Morley Offices FF04/05, Leeds LS27 8QL
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PKF GM - Insolvency Practitioners Leeds

PKF GM - Insolvency Practitioners Leeds

Restructuring & Insolvency, Private Equity, Business Solutions
“PKF Littlejohn LLP is a member of PKF Global, the network of member firms of PKF International Limited, each of which is a separate and independent legal entity and does not accept any responsibility or liability for the actions or inactions of any i...”
In Business Since 2020
Transparent Fees & Pricing
Coupons & Offers
Family Business
3rd Floor, 1 Park Row, Leeds LS1 5HN
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Leeds Mortgage Brokers Advisers

Leeds Mortgage Brokers Advisers

(1)
“We received excellent mortgage advice from Leeds mortgage brokers. We have already recommended to friends and will continue to do so in the future many thanks for your help!”
Emergency Services
Transparent Fees & Pricing
Ground Floor, Coverdale House, 18 E Parade, Leeds LS1 2BH
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Pension Transfer Specialist - Arthur Browns Wealth Management

Pension Transfer Specialist - Arthur Browns Wealth Management

(7)
Who I Can Consider For Advice?
“I retired early at the age of 55 last year, there was a lot of talk at work about the benefits and risks of leaving a final salary pension scheme. I needed to get some professional advice, and I was given Phil Handley's details by a colleague at wor...”
In Business Since 2015
Free Initial Consultation
1st Floor, Titan House, 13 Station Rd, Horsforth, Leeds LS18 5PA
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Retirement Planning and Investment Management Services in Leeds Cost Estimates

Minimum cost
£1255
Maximum cost
£10657
National Average
£3761
Avg Per Hour Rates
£378
£2508
£6896
Fair price range is based on 422 cost profiles
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Average Cost £3761
Minimum cost £1255
Maximum cost £10657
Avg Per Hour Rates £378

Fair range $2508 to $6896 is based on 422 cost profiles.

Why these companies made our list

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