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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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Agile Independent Financial Advice

Agile Independent Financial Advice

(5)
“We contacted Chris and asked him to meet my Nanna and I to give us some advice regarding my Nanna's estate. Chris arranged and appointment with us within a couple of days of us making contact with him. Chris was punctual, knowledgable, friendly and...”
Airedale House, Business Centre, 423 Kirkstall Rd, Burley, Leeds LS4 2EW
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Clarity Wealth Limited

Clarity Wealth Limited

(18)
  • Team
  • Pensions
  • Happy
“I have always been very happy with the service I receive from Clarity Wealth. Richard is very open and honest and more importantly he has greatly increased my pension pot over the past few years!”
8 Kerry St, Horsforth, Leeds LS18 4AW
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Heritage Wealth Solutions

Heritage Wealth Solutions

(2)
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'...”
Suite G2, Seven Hills Business Centre, South St, Morley, Leeds LS27 8AT
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Care Accountancy

Care Accountancy

(29)
Accounting & Tax, Business Tax Planning, Business Outsourcing
“Care Accountancy staff are professional and friendly. They provide a quality service and always prepared to assist with multiple queries and ensure you leave satisfied. I highly recommend Care Accountancy.”
Transparent Fees & Pricing
94 Street Ln, Roundhay, Leeds LS8 2AL
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Oakwood Solicitors

Oakwood Solicitors

(28)
CFD Trading (Contract For Differences), Mis-Sold Investments, Mis-Sold Pensions
“Couldn't of asked for a better service! All my previous experience with solicitors has involved me chasing them and questioning the delays however it was the other way round with Oakwood. Would defo use again.”
In Business Since 2018
Transparent Fees & Pricing
Princes House, 635 Roundhay Rd, Roundhay, Oakwood, Leeds LS8 4BA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.2 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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MSF Associates

MSF Associates

(30)
  • Team
  • Restaurant
“We've used MSF for a few years and received nothing but a fantastic experience! The team take time out to understand our needs and deliver a service that gives us peace of mind. We definitely recommend this company :)”
Remote Consultations Available
1st Floor, MSF Associates Accountants, 213 Roundhay Rd, Harehills, Oakwood, Leeds LS8 4HS
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Brooke Financial

Brooke Financial

(24)
Commercial Finance, Pensions, Investments
“I dealt with Chris Townson and he was absolutely brilliant. Anytime I had a question or concern he was available. Would recommend him to any family and friends. Thank you.”
Suite 7, 2nd Floor, West 44, Richardshaw Lane, Pudsey, Leeds LS28 7UR
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Preston Baker Mortgage Advisors in Crossgates

Preston Baker Mortgage Advisors in Crossgates

(26)
  • Professional
  • First Time Buyer
  • Call
“We secured our mortgage through Preston Baker and Claire guided us through the whole process. She was brilliant! Totally stress free, very informant and completely professional. Can't recommend enough.”
Suite 3 First Floor, Crossgates House, Station Rd, Cross Gates, Leeds LS15 8EU
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Hardman Financial Advice

Hardman Financial Advice

(21)
  • Investments
  • Pension
  • Mortgage
“Excellent service highly informative gives clear precise no pressure advice I would highly recommend Richard to anybody who is looking to use his services for a better financial well-being and planning for the future I will certainly use your service...”
Family Business
Ramble House, Hillam Hall Ln, Leeds LS25 5HL
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Cordiner Wealth

Cordiner Wealth

(16)
  • Investments
“I have been with this company and it's previous names for 20 years and there is nothing negative I could say about them. They are extremely professional and friendly and have given me expert advice that has been to my benefit.”
Family Business
5A, Harewood Yard Harewood House Estate, Leeds LS17 9LF
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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
Coverdale House, 18 E Parade, Leeds LS1 2BH
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The Private Office

The Private Office

(7)
“5 🌟 not for the business which expects employees to go on line and give it 5; that's where all the other 5's are from by the way. No no no. This 5 🌟 is because of the location history. This is the place where the world's very first off the peg suit'...”
In Business Since 2003
Transparent Fees & Pricing
Free Initial Consultation
2 The Bourse, Leeds LS1 5DE
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Pension Transfer Specialist - Arthur Browns Wealth Management

Pension Transfer Specialist - Arthur Browns Wealth Management

(6)
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...”
Free Initial Consultation
1st Floor, Titan House, 13 Station Rd, Horsforth, Leeds LS18 5PA
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Inspirational Financial Management

Inspirational Financial Management

(2)
Long Term Care, Lifestyle Planning, Mortgages & Refinancing
“Ifm are a great firm. Nigel helped my partner with his mortgage and also me with mine. He is really patient and understanding and will always work around you. We have recommended him to 4 others who have also been very impressed. Thank you to Nigel a...”
Transparent Fees & Pricing
Offers Financing Options
Woodland View House, 675 Leeds Rd, Huddersfield HD2 1YY
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CS Mortgage Solutions Leeds

CS Mortgage Solutions Leeds

(1)
“Great from start to finish. Got a mortgage deal for our new house to suit our needs. And as we progressed through the purchase, Lisa was always on hand to chase people up, deal with the solicitors and estate agents, and generally take a lot of the st...”
Emergency Services
Suite 65, 33 Great George St, Leeds LS1 3AJ
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Hentons

Hentons

(6)
Tax, Audit, Accounts
“Whilst researching for an accountant to help us with our setup of Xero, I came across Hentons and they were the only firm that understood what I was looking for and actively helped us find a solution. At first we just wanted some training on...”
In Business Since 2000
118 North St, Leeds LS2 7PN
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Progeny

Progeny

(6)
Financial Planning, Asset Management, Corporate Legal Services
“Absolutely fantastic. We used these for the purchase of our house, and they were professional all the way. Never hesitated to respond to my questioning emails, very patient and polite. Superb service too, very prompt and I think reasonably priced. Wi...”
In Business Since 2016
1A Tower Square, Leeds LS1 4DL
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Grant's

Grant's

(2)
“Great Accountancy Firm. Grant's Firm deliver me Great work....”
Transparent Fees & Pricing
Remote Consultations Available
11 Park Pl, Leeds LS1 2RX
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Clive Barwell

Clive Barwell

(6)
  • Number
“At the start of my meeting with Clive I felt anxious and overwhelmed. After the first 15 minutes my feelings had changed and I felt relaxed and had confidence in his skills. He was incredibly helpful, knowledgeable and approachable. Highly recomme...”
Transparent Fees & Pricing
31 Ashwood Dr, Gildersome, Leeds LS27 7AG
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Cutler & Co Chartered Certified Accountants

Cutler & Co Chartered Certified Accountants

(5)
Business Accounting, Personal Accounting
“Cutler accountants helped me set up my new LTD company two years ago and have provided excellent accountancy and tax advice promptly whenever I have needed it. They really have enabled me to never worry about the financial side of my business and ...”
In Business Since 2012
Brook House, Church Ln, Garforth, Leeds LS25 1HB
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Marvel Financial

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.”
1200 Regus First Floor, Thorpe Park Gardens, Century Way, Leeds LS15 8ZA
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Vibrant Wealth Management

Vibrant Wealth Management

(5)
“It is incredibly reassuring to know that the team at Vibrant Wealth Management is looking after my pension, our mortgage and our life policies. We are in the very best hands. The experts spend time to explain the progress of our investments in a w...”
2nd Floor, Vibrant Wealth Management Ltd, Chancellor Court, Leeds LS2 7EH
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Ford Campbell Freedman

Ford Campbell Freedman

(1)
Audit, Accountancy, Corporate Finance
“Having worked with Ford Campbell Freedman for over 10 years i can only give them 5 stars. They have supported our buisness every step of the way. Recently, with their assistance, we have upgraded our systems and the support has been faultless as usua...”
In Business Since 2022
33 Park Pl, Leeds LS1 2RY
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RDS Financial Planning

RDS Financial Planning

(5)
  • Pension
  • Needs
“We found Rob via 'unbiased'. I had a workplace pension and needed someone to get through all the jargon and actually get a response from my pension company. We arranged a time for the initial consultation. Rob arrived bang on time and I found him v...”
Whitcliffe Rd, Leeds BD19 3BY
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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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Wealth Management Advisors near Leeds

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