The 30 Best Financial advisor in Leeds

“Julie Taylor at Mapio was fantastic in helping me with my mortgage. She is very knowledgeable and got the best deal for my circumstances. Throughout the process, Julie kept me up-to-date and informed and was always available to answer my queries. The rest of team at Mapio were great too, unfailingly professional and polite in my communications with them. Choosing Mapio Financial was the best decision I made in the property buying process. Thanks again to Julie and all the team at Mapio.”

“Amazing service. We have used Ideal Financial Options since we first moved house in 2016! Mikaela has recently helped us with our second move and has been exceptional! Can't recommend them enough :)”

“Absolutely brilliant service from Jonathan, from start to finish he was so knowledgeable and helpful and made the process run very smoothly. Will definitely be recommending and use him again.”

“Amazing team! Very helpful. We were first time buyers and having someone to guide us through the daunting process was lovley. Best mortgage rate secured for us quickly. Thank you !”

“Very happy with the courteous nature and professionalism that Richard and Victoria show towards their clients. Always there when an answer to a query is required. Very impressed with the advice given and the way my portfolio is performing. I would highly recommend Hardman Financial Advice.”

“Davis at Oakworth provided exceptional service. He was incredibly helpful and thorough in addressing all my questions. I highly recommend him for his expertise and dedication.”

“Cannot recommend Sam highly enough, his service made the whole process of buying our first home so easy and stress free. He recommended us our fantastic solicitor who we were very happy with. Sam also spent hours helping us find the right insurance cover and no effort was spared in chasing and coordinating all the different parties involved in the purchase of our home. Sam is professional and really lovely to deal with, thank you so much Sam for your incredible service!”

“Lottie came highly recommended by my solicitor during a particularly traumatising divorce. With Lottie's lead and strategic financial acumen I quickly saw my financial future develop in front of my eyes. It was very reassuring that when I thought all was lost, Lottie intervened with sound advice and understanding of the situation. She helped to identify my overall and long term financial aims and most importantly set the steps and means to achieve them. I now know that not only I have a financial future but it is the one I want and one worthwhile walking towards to. Lottie is responsible for the introduction of numerous ideas, current financial frameworks and instruments into building a financial model which works and guarantees my financial independence. This means I can stand firmly on my feet and the finances have not looked as healthy as they do now. With the positive impact of having finances in order I now have more time to take care of my health and make plans. Lottie is a trustworthy, endlessly patient and a wise FA and I wholeheartedly recommend TFD to anyone who needs a solid and experienced Financial Advisor now or in the future. Thank you Lottie. A. D. B. from London”

“I’ve been using Vision for a few years and have always found their services to be excellent, Kevin & Alana have always been extremely knowledgeable, helpful and communicative. I wouldn’t hesitate to recommend them.”

“We teamed up with Chris after we returned to the UK after spending 20 years in South Africa as we needed someone trustworthy and reliable to advise us on how best to invest our funds. We approached Chris after seeing an advert in a publication and arranged a meeting. After listening to his advice and suggestions we put our trust in him and invested in a financial portfolio which has performed well. Also, as a senior couple, we needed to update our wills and secure the future for ourselves and our children by putting Power of Attorneys in place, which Chris was very happy to do for us and we now have peace of mind knowing that all our financial bases are covered. It is very nerve-wracking trusting someone with your life savings but I have no hesitation at all in recommending Chris and his company to anyone who needs financial advice and help.”

“In mid 2024, ahead of his retirement in 2025, my brother asked if I would assist him to negotiate his way through the potential minefield of pension planning. After looking at several advisers, John Liddle was strongly recommended to us. John has, from our initial meeting to our most recent contact, been friendly, professional and knowledgeable. He immediately came across as someone we could both trust and has always had my brother’s situation and concerns at the forefront of his discussions. Although it is early days, we have both been very happy with the service John is providing, keeping us both informed where necessary. Obviously, we are still in the preliminary stages but are looking forward to John continuing to manage the ongoing investments and pension with the efficiency and concern he has already displayed.”

“Henry and the team have been a pleasure to deal with; professional, thorough and responsive to all questions and challenges posed. Their expertise and guidance has been greatly appreciated by my family and myself.”

“Alex offers tailored and professional advice which both challenges and enables my ways of thinking and planning for the future to help achieve, short, medium and long-term goals. I would highly recommend his services!”

“Our experience of YorWealth was excellent. Communication, from the initial enquiry, was efficient and personable. The advice we received during the face to face meeting was honest, clear and straightforward. Oliver also took the time to answer any questions that we had and was honest about the involvement that he could have. I would highly recommend YorWealth.”

“Friendly, informative, professional and approachable - the team at Ardent are always great to have by your side. They're experts in their field - and they're also good people.”

“I used Preston Baker's mortgage advisors when I bought my first house 5 years ago and I am currently using them again for my next purchase as their service was great last time. Claire has been my advisor this time and she's been very helpful and professional making sure we understand everything that's happening and answering all the little questions I've had throughout the application process. I would definitely use them again in the future.”

“Excellent service for my IHT and estate planning and will for me and my wife”

“Haighwood Financial Services were brilliant. Paul and Chloe both helped me with the process of buying my flat. They were amazing in helping me as a first time buyer in finding a mortgage and insurance for me. They went above and beyond in finding a mortgage when I didn't think it would be possible. They were both very approachable and easy to contact, always replying to my emails as soon as they could. They have definitely made the process of buying my first home a lot less stressful than what I thought it was going to be. Chloe kept me well updated throughout the whole process and made sure to chase things up when needed. I can't thank them enough and would absolutely recommend.”

“We recently bought a house and Mark was our mortgage advisor and broker - he was recommended to us by my mum and brother as he's advised them financially as well. Mark was amazing with the advice he gave. He structured his advice in a way that made it easy to understand and also gave various options along with full explanations of risks. Mark looked at our situation as a whole, as well as our current financial situation and advised accordingly, which we found really helpful. Mark is really friendly, professional and very communicative. This was really helpful as we would view houses and be able to chat to him quickly afterwards about our options for different purchase prices and mortgages - this took a lot of the stress out of the house hunting and buying process. We felt Mark took time to explain everything clearly, not only about mortgages but about insurance we should consider. Mark was also very patient, especially when we made a some mistakes in our sums and he had to go back to the bank to update them. Would 100% recommend Mark!”

“Jake helped us to find our first mortgage and we have come back to with him over the years for renewals etc. He is really easy to work with and very knowledgeable - we are confident he always gets us the best deal. Thanks Jake!!”

“Fantastic service! Nazreen is incredibly professional, kind and caring. She helps me with my self-assessments with ease and efficiency. Highly recommended!”

“The best accountants in town. Josy provided all the information I needed. Very competent and knowledgeable.”

“Paul delivers a highly professional service; his in-depth knowledge of the complexity of tax, quick to respond, attention to detail is why I have put my trust and business with him since my business start up 7 years ago. I just know I'm in safe hands with All Paul Limited and therefore this unequivocal recommendation. My single best business decision I have made.”

“Excellent service and very clear professional advice. Trusting someone with your finances is crucial and I’d have no hesitation in recommending Alan. His knowledge is immense. Raj and Sonja have also been brilliant and communicated things easily and swiftly. Thank you”

“I had a great experience with Lets Live Leeds! Amy Moxon was amazing from start to finish. She was kind, professional, and always quick to respond to my questions. The whole process was smooth and stress free thanks to her help. I really appreciate all the support and would definitely recommend Lets Live Leeds to anyone looking for a place!”

“I had a fantastic experience with this firm. Their advisor was excellent and gave sound advice on the financial advice process and the specifics of my financial situation, but what really blew me away was his integrity. Where other firms might have tried to sell their own services as more profitable to them, my IFA bent over backwards to give me an honest appraisal of what's best for me, even though Ellis Bates would earn less from it. I will definitely look to use them again in the future.”

“I can't recommend Leon & Company enough. I joined them last year with my accounts in a really bad state from my previous accountant. Darren has been instrumental in restoring my confidence in my business finances, and helping me better understand my numbers to grow my business. Such a lovely, friendly office and extremely well-priced given the quality of the service!”

“Thanks you to David and his team if I could give 10 stars I would from initial enquiry to completion the guidance we received was outstanding”

“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!”

“I would recommend Preston and Baker for mortgage advise. They where helpful and supportive. As I went through the process of buying my home, they helped me with all of my concerns. They gave me a personal experience and Lindsey was so supportive through the entire process with expert guidance. Highly rate their advise and would use them again when so come to renew my mortgage. Thank you for being so helpful!”