Financial services in Leeds

“Jo at Whitegates has been managing my property for a few years now. Whitegates have always been professional and proactive, and I have no hesitation in recommending them.”

“Levi Solicitors and in particular, Shabana recently managed my house sale and new house purchase. She was thorough, meticulous and completed due diligence to make sure that we had everything we needed to make the correct decisions.”

“I was fortunate enough to have experienced the smoothest of house sales thanks to Jessica and the team at Dwell. From first viewing to final completion, Jessica was attentive, responsive and patient. She kept me calm when I asked irrational questions and reassured me with her extensive knowledge of sales and the legal process. Can't thank her enough! She really was fab! Thanks so much Jessica!”

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

“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.”

“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”

“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.”

“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.”

“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!”

“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.”

“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.”

“Brilliant letting agency, very helpful go above and beyond too keep you happy. Very professional, Sean is great at dealing with any issues.”

“Moulds & Co have been doing our payroll for 5 years. We couldn't be happier with the service. Nothing is ever an issue and they have been nothing but help. Would thoroughly recommend! Thanks, Luke - BSA Electrical Ltd.”

“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!”

“Thank you for giving me Peace of mind. My first years quote for Break down and key insurance was extremely competitive and the service was great. Renewal comes around to quickly and I usually forget.Illingworth came to rescue and gave me plenty of notice to renew for the second year. More than happy to recommend Illingworths and their team for their professional and friendly advice. Again many thanks.”

“We have been with iWealth for a number of years and have always been happy and still are with the well thought out advise he gives us.”

“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.”

“Based on our initial meetings and detailed feedback presented promptly and very clearly, I have absolutely no hesitation in recommending Martyn for financial planning and advice. Martyn's friendly and engaging manner is a wonderful plus on top of his excellent communication skills. Most importantly, I have faith he will facilitate worthwhile returns going forward.”

“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!”

“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.”

“Jamie at Clear Accountancy has been our accountant for a number of years - always a very prompt and professional service, and would highly recommend.”

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

“Great service and prices very easy to contact anytime and always happy too help would highly recommend the company 5 ⭐️⭐️⭐️⭐️⭐️”