Keep your wealth in check with the best financial advisors in Leeds!
I confess: being financially savvy isn’t my thing. In fact, my mates all know that in my early 20s, I always blew my paychecks on ridiculous knick-knacks that I had no use for!
Which is why when I hit my 30s and started my own rental business, I made it my goal to hire a property management firm and financial advisor. And thank goodness I did! Now, my finances are in check, and I can actually start building my own wealth.
If you’re also in dire need of financial help, here are the best financial advisors in Leeds that you can count on.
How much does a financial advisor cost in Leeds?
Hiring a financial advisor in Leeds usually costs around £2,000.
However, if you’re booking an ongoing service, the price can fluctuate: £1,850–£5,000 for wealth accumulators, £3,000–£7,500 for people in retirement, and £7,500+ for individuals with high net worths and complex finances.
Clarity Wealth Limited
Address: Beechwood House, Beechwood Estate, Elmete Ln, Roundhay
Operating Hours: Monday to Friday—9 am to 5 pm
Contact Number: +441132586000
Recommended highly by my parents and extended family members, Clarity Wealth Limited is ideal for anyone thinking of retirement or who is about to go into retirement. But their clientele is more than that; they also work with business owners.
One of the reasons that people love working with Clarity Wealth Limited is that they offer a free consultation via call. During this call, you can specify your current total investment and pension value, and an expert will provide you with a general strategy or advice.
Another reason that people love this company is the clear communication. Clients appreciate that the advisors explain everything in straightforward terms, and they provide an annual review with all the details laid out efficiently.
The team of advisors here is also approachable and easy to talk to, which is another bonus. Clients told me that this mix of personal and professional approach makes them feel like they’re in good hands.
The one downside to this company is that they prioritise clients with a total investment and pension value of more than £150,000. So, if your investment or pension value is smaller than £150,000, you’re better off somewhere else.
Customer Reviews
Amazing tailored advice
“Richard and his team have offered us tailored advice towards what we want and have given us a lot of useful recommendations. We feel like we can trust Clarity Wealth. They have aided a lot of my former work colleagues and understand what is important to our needs.”
- Andy H, Google Review
Professional and thorough team
“My wife and I had been searching for an independent financial advisor for such a long time, but now we are delighted to have found Clarity Wealth. They have been extremely professional and thorough in all of our meetings, and we have great confidence and reassurance, that all of our financial affairs are being looked after, and with our best interests at heart.”
- Simon Brook, Google Review
Lazenby’s Financial Services
Address: 1st Floor, Beechwoods Estate, Stable Mews, Elmete Ln, Roundhay
Operating Hours: Monday to Friday—8 am to 5 pm
Contact Number: +441133220700
What I like most about Lazenby’s Financial Services is the wide array of services. Pension consolidation and retirement planning are their most popular services, but they also offer financial planning, inheritance planning, and asset management.
Another great thing about this company is that Leeds isn’t their only service area. They also have clients in other parts of Yorkshire, including York, Harrogate, Sheffield, and Hull.
I have to commend the advisors here as well. They’re thorough, leaving nothing out in the discussions. Plus, they make sure to structure the consultations in a way that’s easy to follow, so you won’t end up lost and confused.
Not sure if this is the right financial advisor for you? You can book a free consultation to get a feel of the advisors and see if you mesh well with them.
However, there are only a few financial advisors here, so you might struggle booking with them ASAP. But if you’re not in a rush, you can wait until a spot opens up.
Customer Reviews
Exhaustive approach, complete professional
“Absolutely fantastic advice from an extremely knowledgeable man, Mr Lazenby. He was thoroughly informative, easy to follow and really put my mind at rest. He was exhaustive in his approach, leaving nothing out and I would recommend him very highly. A personal, tailored approach from a kind, complete professional.”
- Marie Ward, Google Review
Clear advice, friendly team
“I contacted Lazenby’s in regards to pensions queries. They gave me clear advice and explanations and also set me up with an ISA and other advice regarding income protection. Meetings were arranged and everything was dealt with in a professional and friendly manner. I have already advised colleagues to approach them for financial advice and i would not hesitate to use them again.”
- Vickie Bateson, Google Review
The Financial Planning Centre
Address: City Mills Business Centre, Peel Street, Morley Offices FF04/05
Operating Hours: Monday to Friday—9 am to 5 pm
Contact Number: +441132708660
The Financial Planning Centre is conveniently located in Morley, with several bus services passing by this office, and the train ride is only 20 minutes. Because of this, you won’t struggle travelling to and from this office.
The lineup of services here is not as extensive; for example, they don’t really cater to business owners. But if you’re looking for someone to help plan your retirement, manage your estate, and draft wills, this centre is for you.
Working with them starts with an initial meeting, which is free of charge. You can discuss your financial objectives during this consultation, and then, in turn, the advisors will provide an estimated cost and a possible strategy.
I like that if you go with them, they will have a comprehensive presentation of their advice, and they’re honest about it. Even if they recommend something, they will still disclose any potential drawbacks in relation to this recommendation.
Because of this, clients find it easy to trust the team here. It also helps that the advisors are polite and professional, and they’re eager to answer any questions, even if it’s beyond their consultation hours.
Customer Reviews
Friendly, helpful, and accommodating
“John has been our financial adviser for a few years now. He has always given us the best possible advice and kept us informed on the growth of our pension pots. I can highly recommend him for his knowledge of investments. Our pensions have grown beyond what we expected. John reassured us when the markets were bad (like in COVID) and his recommendations proved correct. Always friendly and helpful, never missed an appointment and always available when a question arises. We couldn’t ask for a better service.”
- Glen Williams, Google Review
Great knowledge of the financial market
“I’ve been lucky enough to have John as my Pension Advisor for a few years now and I couldn’t be any happier. He has a great knowledge of the financial market which gives you confidence in his recommendations. John explains things in a simple way without over complications. Good finance and professional planning is essential and I highly recommend John and the FPC.”
- Martin Hutchinson, Google Review
Haighwood Financial Services
Address: Unit 12 Cliffe Park Way, Bruntcliffe Rd, Morley
Operating Hours: Monday to Friday—9 am to 5 pm
Contact Number: +441133507035
Haighwood Financial Services has a limited array of services, but if what you need is help with mortgages, investments, and general financial planning, they’re your guy.
Otherwise, if you need retirement planning or other specialised services, you should find a different advisor.
On the bright side, this company is well-situated in Morley. There are two bus stops nearby, so the commute is mostly a breeze.
Clients love how approachable the advisors here are. One told me that she would send many emails asking about mortgages, and her advisors always replied ASAP. They would even update her about the process, which the client appreciated.
I like that the team here is pretty sizable, so someone is always ready to tend to your needs. You can also directly contact the advisors if you want, which I think is a nice touch.
Customer Reviews
Professional and attentive advisors
“Me and my partner bought our first home this year so as expected, we have no knowledge of what to expect and was very nervous about this journey. Chloe Boak was assigned to us and it was the best thing that could happen to us. She explained everything from start to finish and gave us a real guidance of what we needed to do and what would happen in this process. With a few hurdles in the way for us, Chloe never gave up and continued to help us endlessly and we couldn’t be more grateful. Even when it seemed we had nothing more to complete, she stayed in contact and ensured us if we needed anything she was still there. We felt very comfortable working with Chloe and would highly recommend herself and the company to anyone, whether it’s your first home or any financial service needed, very professional, attentive and punctual. Thank you again, Chloe.”
- Maisy Thornburn, Google Review
Quick and efficient team
“I can’t recommend Haighwood Financial Services enough! We have just bought our first house and both Paul and Chloe have been fantastic helping us along the journey. They have both been amazing explaining things to us, making sure we understand the process as this was new to us and always being quick and efficient to answer any of our questions. We really appreciate everything, so thank you!”
- Grace Coffey, Google Review
The Private Office
Address: 2 The Bourse
Operating Hours: Monday to Friday—9 am to 5 pm
Contact Number: +443333239065
The Private Office is located right at the heart of Leeds, which means it’s right by several bus stops, so travelling to and from this office is hassle-free. Talk about convenient!
This company is best known for pensions, investments, tax planning, cash management, and financial planning for business owners, but they have other specialised services as well. These include trusts and asset management in a divorce.
Clients appreciate that even in the initial consultation, which is free, the advisor is thorough in their discussions. They also like that the advisors are honest with their recommendations and aren’t pushy with certain suggestions.
If you choose to go with them, you can expect to have future consultations with comprehensive presentations. One client shared that his advisors always provided an easy-to-follow graph detailing important predictions and the like.
Unfortunately, they only cater to clients with at least £100,000 in pensions and investments, so if you have less than that, you might need to consult a different advisor.
Customer Reviews
Great advice
“The service I get from The Private Office (management of my pension fund and related investments) is first-rate. I always get great advice from my advisor, who goes to great lengths to understand my situation and objectives, and we always have a great discussion over the pros and cons of each strategy and decision. I highly recommend The Private Office.”
- Peter Billington, Google Review
Friendly and knowledgeable advisors
“Mat was friendly, approachable, knowledgeable and clear, giving me a very valuable initial consultation. There was no hard sell and I was left feeling free to think things over without pressure. I am happy to go on to the next stage of my financial planning with Mat.”
- Stephen Lambert, Google Review