Financial advisor in Leeds

681 results found

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  1. 276

    GetAdvice.co.uk

    ★★★★★ 5
    Open

    “I used Getadvice.co.uk to find a local advisor to help with my financial planning. I got a call the same day and within a few days I was well on the way to sorting out my finances."”

    Address: Ilkley Road, Otley LS21 3JP, United Kingdom

    Phone: +44 800 008 6251

  1. 281

    Regency Wealth Management

    ★★★★★ 5
    Closed

    “I can really recommend Matthew Lowe he really knows his stuff and he explains everything clearly. The 6 monthly review he provides is invaluable too.”

    Address: Unit 6 Calder Close, Durkar, Wakefield WF4 3BA, United Kingdom

    Phone: +44 1924 666600

  2. 282

    Pension Release and Review Company

    ★★★★★ 5
    Closed

    “great service, no nonsense advice. Needed a solution to an old work pension and helped us out. Also located a lost pension we couldn't find through some tracing service they use. Cheers”

    Address: Denby Dale Road, Wakefield WF1 1HR, United Kingdom

    Phone: +44 1924 378643

  1. 283

    Dowes Wealth Management Limited

    ★★★★★ 5
    Closed

    “I have been working with Ewan Dowes at St. James’s Place for two years, and I couldn’t be more impressed with the service I’ve received. From the start, Ewan took the time to understand my financial goals and provided clear, tailored advice that has helped me feel confident about our future. They’re incredibly knowledgeable, approachable, and always willing to answer any questions I have. What sets them apart is their genuine care for their clients and their ability to explain complex financial matters in a way that’s easy to understand (I need that!) Thanks to Ewan and their expertise, I feel reassured that my investments and retirement plans are in the best hands. I highly recommend Ewan Dowes, his team at Dowes Wealth Management and St.James’s Place to anyone looking for sound financial advice and a truly professional service.”

    Address: 21 The Calls, Leeds LS2 7EH, United Kingdom

    Phone: +44 113 212 5720

    Website: doweswealthmanagement.co.uk

  2. 285

    Manse Capital

    ★★★★★ 5
    Closed

    “We needed advice on investing a significant amount of money and I had worked with one of the team at Manse Capital, previously. Everything was fully explained (more than once on many occasions!) and in a down to earth way. Our attitude to risk and our desired outcome were accurately assessed and as a result, we are now reaping the benefits of the advice given.”

    Address: 23 Park Square South, Leeds LS1 2ND, United Kingdom

    Phone: +44 113 258 2604

    Website: mansecapital.com

  1. 286

    Chris Bell Associates Ltd

    ★★★★★ 5
    Closed

    “Chris helped us find a mortgage for buying our first home. He has been great throughout the whole process. More than happy to answer our (many) questions and help us understand everything we needed to know. Would recommend for first-time buyers!”

    Address: 704 King Lane, Leeds LS17 7AW, United Kingdom

    Phone: +44 113 267 8000

    Website: chrisbellassociates.com

  2. 287

    Thorne Asset Finance

    ★★★★★ 5
    Closed

    “Enjoy not a first time and not last time because place are reach with the memorials and history but Wakefild WHD need to take action and start take care of the property and historical safety and security . Have nice day and be safe.”

    Address: 15 Saint John's Square, Wakefield WF1 2RA, United Kingdom

    Phone: +44 1924 371134

    Website: thornefinance.com

  3. 288

    www.lifewealthcoaching.com

    ★★★★★ 5
    Closed

    “Jonathan was personally recommended to me for advice on my personal circumstances not only in relation to my finances but also to mindset. Over a short period of time I have seen a vast improvement and this is continuing. Jonathan is a calm and respectful man who is easy to talk to and he has enabled me to focus on my goals leading me towards successful outcomes. His knowledge and approach have been key in helping me take control of my business through cognitive adaption. I would highly recommend Jonathan to anyone who wishes to create or embrace a change.”

    Address: 15 Margaret Street, Wakefield WF1 2DQ, United Kingdom

    Phone: +44 800 112 3838

    Website: lifewealthcoaching.com

  1. 290

    David Does Consultancy

    ★★★★★ 5
    Closed

    “I had a few odd jobs that needed doing and David did a great job. Personable, reliable and knowledgeable. Best bit is that David clears up and disposes of debris.”

    Address: 4 Grange Court, Leeds LS17 7TX, United Kingdom

    Phone: +44 7921 528499