Directory overview
- 102 Total businesses
- 2.9 Average rating
- 63% With reviews
- 43% With photos
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1 Vista Financial Management Ltd
“John Mallinson at Vista helped me through thick and thin for 7 months with my remortgage! It was a very complicated case which involved a transfer of equity and John made the process seamless. He’s patient, always has time for a call and gives excellent advice on everything financial. I have known John now for 5 years after he initially helped me buy my first home and now remortgage the same. I would recommend him to anyone, he makes buying a home and all the financials that come with it stress free, whilst also finding you the best deal. 100% recommend and thank you John for everything.”
Address: Dale House, Queensway, Guiseley, Leeds LS20 9JE, UKPhone: +44 1943 871788Website: vfmg.co.uk -
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3 Stevens Wealth Management Limited
Address: Ground Floor, North Barn, Broughton Hall Business Park, Skipton BD23 3AE, UKPhone: +44 1756 639090Website: stevenswealthmanagement.co.uk -
4 Wealth Aspirations LLP
“Consulted Tom Mannion recently for financial advice when buying a house.He couldn’t have been more helpful and approachable. He is extremely knowledgeable . He took time to explain his recommendations and talked through all the options .He is extremely professional and would highly recommend.”
Address: 47-48 1st Floor, Pegholme, Wharfebank, Mills, Ilkley Rd, Otley LS21 3JP, UKPhone: +44 113 524 6977Website: wealthaspirations.com -
5 Meridian Wealth Management Ltd
Address: unit 1, Office 5 Robin Mills, Leeds Rd, Greengates, Bradford BD10 9TE, UKPhone: +44 1274 620702Website: meridianwealth.co.uk
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6 Davis Wealth Management Limited
“Great advice and very easy to deal with”
Address: 1st Floor, East Suite Waterfront, Salts Mill Rd, Saltaire, Shipley, Bradford BD17 7TD, UKPhone: +44 113 320 5530Website: daviswealth.co.uk -
7 Yiota Wilkinson Wealth Management Ltd
“I could not be happier with the way my pension is growing in Yiotas care. She discusses my needs in detail, is professional whilst approachable and always does what is in my best interests. I would certainly recommend her.”
Address: Zenia Wealth Management, Independence House, Holly Bank Rd, Lindley, Huddersfield HD3 3LX, UKPhone: +44 1484 212117Website: yiotawilkinsonwm.co.uk -
8 Cortex Wealth Management Ltd
“I had a talk with Dan wurzal on Friday the October 31th about my pension. He explained everything to me in a I way I could understand and was very helpful. I highly recommend this company to any one who needs independent financial advice. Think you Dan and to your team”
Address: Russell Court, Business Park, 4A Wool Gate, Cottingley, Bingley BD16 1PE, UKPhone: +44 1274 945111Website: cortexwm.com -
9 Zenith Wealth Management
“Fantastic people to help you with all aspects of Money Management. They even send you birthday cards, I am well happy and continue to use them.”
Address: 354 Skircoat Green Rd, Halifax HX3 0RP, UKPhone: +44 1422 652122Website: zenithiwm.co.uk -
10 Inspirational Financial Management Ltd
“Great company, friendly and know their stuff!”
Address: Woodland View House, 675 Leeds Rd, Huddersfield HD2 1YY, UKPhone: +44 1484 518777Website: myifm.co.uk
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11 David S Lowe Financial Management
“Absolutely delighted! We had a tricky situation with multiple titles and being self employed, but David was able to find appropriate lenders and arrange the mortgage application, handling a pushy estate agent on top of it all (apologies for that!). A very friendly character and a pleasure to deal with. Would not hesitate to recommend or use again.”
Address: Moorside House, Old Lindley Rd, Holywell Green, Halifax HX4 9DF, UKPhone: +44 1422 378642Website: davidslowe.co.uk -
12 Whitehill Financial Management Ltd
Address: Althorpe, Norland Road, Greetland, Halifax HX4 8PT, UKPhone: +44 1422 311553Website: whitehillfm.co.uk -
13 True Potential Wealth Management
Address: 55 Bingley Rd, Saltaire, Shipley BD18 4SB, UKPhone: +44 1274 582708 -
14 Goldstone Wealth Management
Address: PO Box 137, Moor Lane, Burley in Wharfedale, Ilkley LS29 7AH, UKPhone: +44 844 330 1014 -
15 Hart Wealth Management
Address: 4, Granville Court, Off Granville Mount, Otley LS21 3PB, UKPhone: +44 1943 703789
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16 Mackrill Financial Management Ltd
Address: 26 Ripponden Business Park, Oldham Road, Ripponden, Ripponden, Sowerby Bridge HX6 4FF, UKPhone: +44 1422 825475Website: mackrill-ifa.co.uk -
17 Lonsdale Wealth Management
Address: Tong Ln, Tong, Hall, Bradford BD4 0RR, UKPhone: +44 113 287 9655Website: lonsdaleservices.co.uk -
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19 World Wide Wealth Management
Address: 90 New N Rd, Huddersfield HD1 5NE, UKWebsite: wwwealthmgt.com -
20 Glenn Cookland Wealth Management
Address: 5 Cockley Hill Ln, Kirkheaton, Huddersfield HD5 0HH, UKPhone: +44 7859 808903Website: glenncooklandwealthmanagement.co.uk
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21 Life Wealth Coaching
Address: Hub, 26 Hunsworth Ln, Cleckheaton BD19 4LN, UKPhone: +44 800 112 3838Website: lifewealthcoaching.com -
22 Sovereign Wealth Cleckheaton
Address: Lawrence House, Riverside Dr, Cleckheaton BD19 4DH, UKPhone: +44 1422 893531Website: sheenadoherty.co.uk -
23 Wealth Management Group
Address: 1 The Mending Rooms, Victoria Mills, Salts Mill Rd, Shipley BD17 7ET, UKPhone: +44 333 240 0396Website: wmgcares.com -
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25 Aspirelane Wealth Planning Ltd
Address: 10 The Orchards, Bingley BD16 4AZ, UKPhone: +44 7588 002803Website: partnership.sjp.co.uk
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26 Yorkshire Financial Services Ltd
“They have been amazing throughout my flat purchase. Dan was amazing at finding me a lender and Craig was really on it for chasing solicitors. I know I will definitely be using these guys again.”
Address: 5 Acorn Dr, Meltham, Holmfirth HD9 5AH, UKPhone: +44 1484 599680Website: yorkshirefinancialservices.co.uk -
27 Brooke Financial
“Thoroughly helpful and reassuring assistance/advice from a family friendly company led by Janice and her team. Helped me work through the confusion of pension transfers, understanding my needs and limited knowledge to provide tailored help and guidance. Thank you again, a safe pair of hands.”
Address: Suite 7, 2nd Floor, West 44, Richardshaw Lane, Pudsey, Stanningley, Pudsey, Leeds LS28 7UR, UKPhone: +44 113 255 5762Website: brookefinancial.co.uk -
28 Green Beans Financial Ltd
“Our first time buying a house was a journey and a half with many ups and downs. But Nic helped us every step of the way. Answering all the questions and queries we had, always there to come up with a plan B. We honestly couldn’t have done it without her. She is amazing to work with and so helpful. The one thing I was worried about when looking for an advisor was that we would be pushed to make choices. This was not the case at all with Nic, she made sure we were aware of everything available to us, what is necessary and what isn’t. Gave her advice and listened to our opinion. She gave us time to think about our options and was always there to go through everything again, just to make sure we were happy. She worked closely with us to find what worked best for us and I am so grateful for everything she has done for us. Buying a home was never going to be easy or straightforward but having Nic to guide us made it a whole lot less stressful.”
Address: Duke House, Duke St, Skipton BD23 2HQ, UKPhone: +44 1274 271854Website: greenbeansfinancial.co.uk -
29 Aurora Financial Services
“I went to Mark for some financial advice and I can’t speak highly enough of the service. He goes above and beyond to provide the best possible options for you and makes sure you understand and are happy before making any decisions. The genuine care taken to look after his clients means I’ll always use him in the future. Thank you Mark”
Address: 42 Pearson Rd, Bradford BD6 1BJ, UKPhone: +44 1274 036382Website: aurorafinancialservices.co.uk -
30 Portal Financial Planning - Independent Financial Advisers
“I am very happy with the service provided by Portal Financial Planning Independent Financial Advisors .In particular Stephen Haigh who has provided sensible counsel and support over a turbulent period in the financial markets starting with Covid and most recenty with Trumps Tariffs. Stephen is very approachable and knowledgeable”
Address: heritage exchange, 70 Plover Rd, Lindley, Huddersfield HD3 3HR, UKPhone: +44 1484 599200Website: portalfp.co.uk
