Directory overview
- 645 Total businesses
- 4.7 Average rating
- 51% With reviews
- 42% With photos
- 35 Highly rated
- 75 Open on weekends
645 results found
Browse financial advisor in Leeds. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 645 results in Leeds. Average rating 4.7/5 based on 7,061 reviews & ratings. The listings below include financial advisor from cities such as Leeds, Wakefield, Huddersfield, Wetherby, York and others.
How many businesses fall in each rating band (rated only).
“Thank you so much to Bradley & Laura. Both are absolute gems and Preston Baker are lucky to have them working for them. Bradley got me the mortgage I needed for what is now my dream home, after my normal mortgage broker couldn’t get the mortgage amount needed we went with Bradley. Bradley worked tirelessly to get us the mortgage amount and made it seem so easy, he was always on top of everything whilst providing a great service and more importantly really good advice. Laura came on the scene after a while and similarly to Bradley, worked tirelessly and nothing was ever too much to ask. Laura was always prompt at returning calls & updates which was needed with everything that has been happening this year with mortgages. Thank you again Bradley/Laura, will definitely use you again and recommend you to anyone in need of a mortgage.”
“Highly professional and I recommend them to anyone who is looking for a good chartered Accountant in West Yorkshire area.”
“We have been with Indigo for many years. Darren and his team are lovely to deal with, they know what we need and what our attitude to risk is. Our returns have been more than we originally anticipated and this is all down to Indigo and its superior knowledge of the investment markets. We have had no reservations about recommending Indigo to friends and family.”
“I would like to thank both Gordon and Georgina immensely for the service they have provided for me. They are very professional and prompt with their emails and all information was clear easy to understand. I would recommend this consultancy to anyone needing financial advice. Once again, thanks a lot.”
“I would highly recommend Dan at A J Hird, he was extremely informative and helpful throughout the whole mortgage process. Put me completely at ease and nothing was too much trouble.”
“Steve has provided me excellent advise on consolidating several old workplace pensions into one manageable retirement fund. He offered the convenience of visiting me at home and explained everything thoroughly and ensured I understood before we made any changes . I would highly recommend Steve and Front Row Financial”
“Zoe is very well informed and excellent at demystifying the complex world of financial planning. She is a pleasure to deal with and always gives sound and sensible financial advice. 100% recommend.”
“Really helpful with every step and really detailed to make sure we understand each step.”
“Very friendly fast and efficient,,”
“Recently had a review with Julian. He is very passionate about protecting my best interests. It’s good to see that he has diversified into other areas that are as equally important, for example will writing. There is no one better to do this for me as he is completely aware of my situation. Also as my daughter lives abroad, his services include guiding her in any eventuality. Great peace of mind knowing she will have this vital support from someone I trust.”
“Georgia is always helpful and extremely accommodating. She does everything she can to help and is always very flexible to my time and circumstances”
“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!”
“Very happy with V Financial and their advice. Professional, honest and explained investments in plain English”
“I had a fantastic session with a young chap called Elliot who couldn't have been more approachable, helpful and professional. I had a hell of a day, arrived late! And was pretty tired, a great start! But he stayed on till late, well after hours to ensure I understood the mortgage system (which is a first for me), the many options that were available to me and some basic maths behind it. It really filled me with a sense of hope and really made a scary topic far less so! I very much recommend a visit.”
“Great service once again from Tony and his staff. Can highly recommend his services.”
“I would 100% recommend Tudor and Elliot especially. He looked after us from start to finish and always kept us up to date. He made the whole process stress free with his knowledge and professionalism and I can’t thank him enough for everything. Thank you”
“They take care of the part that many tradesmen find a burden, nuaman does the accounting and payroll and is very very good at it. The best accountant's around polite,professional, and a real genuine man.”
“Lovely guy,very helpful and knowledgeable. It's a pleasure to speak to him.”
“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”
“Highly recommended. Excellent service from Gary, always quick to respond and made the process of planning a pension stress free!”
“Always helpful and courteous. Very knowledgeable on up to date accountancy and tax matters. Would recommend!”
“Have been thoroughly happy with the service Richard & his team provide. Would not hesitate to recommend. Carefully considered advice & help to make the right financial choices. Excellent!”
“I am very satisfied with Rockwealth and how they have managed my portfolio and in particular with Brandon Lamam for his advise”
“I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner”
“Since working with Haines Watts our business has grown up a lot, we’ve matured, and it’s done us the world of good. Specifically, our accountant Donna Thomas has been awesome! Donna guided us through the crazy times of COVID, and was a stable, calm head when others were loosing theirs. As a startup, when we first started out back in 2018, we wanted to make sure the basics were in place from an accounting point of view. Subsequently we worked with a small accountancy firm, which was great at the time, and worked for us. When Donna first approached me, I wasn’t sure what the relationship would be like with Haines Watts. My thought process was ‘these guys are turning over £100m, how am I going to feel like a valued customer’. However, that thought was quickly removed by the way Donna is, extremely passionate and really cares, very CX Donna! After joining Haines Watts, we quickly found out that we were missing out on quite a few elements on how to financially structure our business, which once in place, made us fitter and stronger. We invest heavily in innovation, and with the guidance from the Haines Watts team, we have been able to really benefit from the R&D tax credits available. This is a great cash injection for us, and we simply would not have known about this if it wasn’t for Donna and the wider Haines Watts team..”
“Very central and modern looking office with some great investment professionals”
“Following a family recommendation, I appointed Tom, at Cove Financial, to manage my investments during retirement. My requirements were discussed in detail, and Tom arranged a portfolio to meet them. The results have surpassed expectations. Despite withdrawing a significant sum each month to supplement my state pension, the value of my investments has grown by 17% in the 2 years since Tom took charge.”
“A great outfit. Supportive, trustworthy and worth every penny.”
“Honestly if your thinking of using CGA I would just say don’t hesitate! They are a fantastic firm that truly know what they are doing. The whole team are efficient and diligent and are open to answer any question! With the strategic input from Chelle and the management of accounts from Claire, and Payroll managed by Mellissa, they make up the dream team! Taking the hassle out of your accounts and saving you time but most of all ensure you are compliant and keeping up with the constant changes from HMRC.”
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