Financial consultants in Leeds

“We found Christina Clegg Financial Services through recommendations from other people - and we are so glad we did. Clear, straightforward advice regarding our pension pots and how to maximise their potential with a view to early retirement. Christina always explains things thoroughly and makes complicated financial information much easier to understand. Awesome service, we would (and have) recommend Christine and her team to anyone.”

“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!”

“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.”

“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.”

“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!!”

“We have been with Clayton Holmes & Naisbitt (CHN) for many years and cannot recommend them enough! Their knowledge and understanding of financial matters is without question. We have been so pleased with how our investments are doing we are constantly recommending them to others, including our family and friends. Their experiences have also been outstanding, as have ours. Thank you for everything you do!”

“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.”

“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”

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

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

“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.”

“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.”

“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.”

“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!”

“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 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!”

“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 :)”

“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 prompt and professional service I recommend this firm to everyone”

“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!”

“Well, I didn't know what to expect when we came to this place. I was with my friend and it was dark, we were coming for a presentation and the Satnav kept saying it was closed! We got there and already there were lots of cars so we parked up and ventured in. Okay, so this was not what we expected. We had come for a Projecting Bereavement meeting so any ideas of what to expect were quickly gone. LS14 Trust is warm, friendly, bright, full of colour, homely, very welcoming and at the time was full of people wanting to listen an learn yet perhaps also had their own stories to share. LS14 Trust is an amazing place. If I could give it 6 or 7 stars I would have done. It was quite full for this presentation yet this was the perfect venue, no where else would have been good enough. Everyone got a hot drink and there was beef stew or veggy curry for those that wanted it, and some lovely cakes too. Plus given the sensitivity of the subject there was lots of little things there and about to help focus the mind and plenty of photographs in support. There's a lot of hard work gone on here to make this LS14 Trust what it is today. It is nothing short of amazing. There is something there for everyone and the people of Seacroft are extremely lucky and rightly proud to have this wonderful place. Those responsible certainly deserve public recognition for all their hard work and dedication! Congratulations and thank you. I'll be back!”

“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.”