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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 ...”

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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...”

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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 ...”

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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...”

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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...”

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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...”

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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.”

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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...”

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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”

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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...”

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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...”

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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.”

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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!”

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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.”

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PKF GM - Insolvency Practitioners Leeds

Restructuring & Insolvency, Private Equity, Business Solutions

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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.”

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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...”

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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!”

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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...”

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Agile Independent Financial Advice

(8)

Retired
Plan

“As a retired couple, we have benefited from Agile providing timely, detailed advice and facilitating a pension transfer for us. Always patient and approachable, Chris listens to our preferences and advises accordingly. As a result, Agile are now our ...”

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Marvel Financial

(18)

Mortgage

“Amazing customer service. Vishal kept me informed every step of the way and really helped me throughout the house buying process. I would happily recommend these guys to everyone I know.”

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Heritage Wealth Solutions

(3)

Cashflow Modelling, Retirement Planning, Inheritance Tax Planning

“Andrew Dodd from Heritage listened to my needs and then provided services to fulfil my requirements. He explained the jargon clearly, and has helped me understand areas of finance where others have tried and failed, which is important to me as I don'...”

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Rockwealth Leeds Financial Adviser

(3)

“Rockwealth have always acted professionally, they are 100% trustworthy and I would not go anywhere else. They understand my financial needs and always act in my best interests. My advisor is easily contactable with any concerns and always eases any w...”

Featured

A common criticism of index funds is that they own losing stocks as well as winners. It’s true, they do. But does it actually matter? Every investor loves a winning stock. As for losing stocks, most investors, given the choice, would avoid them like the plague. It’s perfectly natural that we should feel this way, both from a neurobiological and a behavioural perspective. Winning stocks activate the brain’s reward system, releasing dopamine, a neurotransmitter associated with pleasure and reward. Losing stocks can induce the release of cortisol, a stress hormone, which often results in heightened anxiety and fear. Also, because of a bias called loss aversion, investors tend to experience the pain of losses more intensely than the pleasure of equivalent gains. But what if we told you that owning losing stocks is inevitable, and that coming to terms with that fact will help you to achieve your investment outcomes?

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C&C Independent Mortgage Brokers Leeds

(11)

Communication

“I've been dealing with morgages for quiet a few years now but never come across such an easier process and such a great bunch of guys... Perfect would definitely recommend thank you again”

FAQs

Is that right?

Not particularly. With both employed and self-employed people the requirement is that you can prove your income. This usually means wageslips it you're employed or certified accounts if you're self-employed. If you do self assessment all you need are your SA302 forms from the Inland revenue to prove your income. You can request these direct from HMRC.

How much deposit do I need?

The minimum deposit you should be aiming for is 10%. It may be possible to get 95% for first time buyers accessing the government's "Help To Buy" equity loan scheme, and there are now a good choice of standard mortgage products available with just a 5% deposit. Also 95% may be possible through a guarantor mortgage where your parents or close family guarantee the loan.

Why should I remortgage?

Many people have a mortgage with the same lender for a number of years. It is likely that the interest rate they are paying is high. A remortgage to a new lender could reduce that interest rate and therefore the monthly payments. Another reason could be that a borrower needs to raise some cash for home improvements, a holiday, a new car or any other purpose. It can often be the case that a remortgage to a lower interest rate as well as raising funds can still result in lower monthly repayments. Another reason is to consolidate debt as set out in Q6.

What is second charge?

A second charge or secured loan (as it more commonly known) is like having a second mortgage on your property. The original mortgage is still in place and that lender has preference over the second charge lender.

Why should I use a broker?

Because we are qualified mortgage experts with years of experience in a complicated and ever changing market. Your mortgage is likely to be the largest transaction you are to make and mistakes are easily made, possibly costing thousands in the long run. We are independent and have access to over a broad scope of lenders offering a wide range of products.

You'll find more information on the FAQ page of our website.

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Average Cost	£3761
Minimum cost	£1255
Maximum cost	£10657
Avg Per Hour Rates	£378

Best Financial Advisors in Leeds

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Leeds area.

Business Works UK

Clarity Wealth Limited

Vista Financial Management

Lazenby's Financial Services

Brooke Financial

The Private Office

Care Financial Services

Haighwood Financial Services

SMH Howard Matthews

Cordiner Wealth

Hardman Financial Advice

Independent Mortgage Brokers

Kirk Newsholme Chartered Accountants & Business Advisors

Hentons

PKF GM - Insolvency Practitioners Leeds

The Financial Planning Centre

Progeny

Leeds Mortgage Brokers Advisers

Pension Transfer Specialist - Arthur Browns Wealth Management

Agile Independent Financial Advice

Marvel Financial

Heritage Wealth Solutions

Rockwealth Leeds Financial Adviser

C&C Independent Mortgage Brokers Leeds

Retirement Planning and Investment Management Services in Leeds Cost Estimates

Why these companies made our list

Wealth Management Advisors near Leeds

Popular in Leeds