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When seeking an IFA, Leeds can seem to have an overwhelming choice - how do you find the right one?. Whether you aspire to a large house in Harewood, or a holiday home miles from Leeds, the right IFA can help make sure your finances don't hold you back. Speak with one of these well reviewed Independent Financial Advisors in Leeds.

Contributor

73%

MATCH FOR YOU

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4.6out of 5

Darren Pickersgill

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% clients advised in each area  :

Investments

70%

Annuities

22%

Pensions

4%

Insurance & Protection

30%

Later life planning

9%
As independent financial advisers based in West Yorkshire, we can provide advice on investments, retirement planning, the financial protection of your... Read More
Serves clients with: Over £50k of investable assets or household income
Darren's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

69%

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4.9out of 5

Stephen Groves

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Annuities, Auto Enrolment
I help people plan their finances. I work with you to ensure that my advice exceeds your expectations and provide you with peace of mind. My clients ... Read More
Serves clients with: Over £50k of investable assets or household income
Chartered Financial Planner
Contributor

68%

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4.9out of 5

Chris Riley

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% clients advised in each area  :

Investments

93%

Pensions

53%

Insurance & Protection

47%

Later life planning

13%
I am a highly qualified and experienced chartered financial adviser with the highly sought after fellowship* title and, perhaps more importantly, I ha... Read More
Serves clients with: Over £50k of investable assets or household income
Chris's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

67%

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4.8out of 5

Karl Lavery

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% clients advised in each area  :

Investments

100%

Annuities

17%

Pensions

67%

Insurance & Protection

33%

Later life planning

25%
A wealth manager with over 25 years experience, Karl spends much of his time managing the relationships and affairs of his clients in Yorkshire and Lo... Read More
Serves clients with: Over £250k of investable assets or household income
Karl's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

63%

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Murray McEwan

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Services:  Investments & Savings
We have been providing a comprehensive financial planning and wealth management service to individuals, couples, trustees and owner-managed businesses... Read More
Serves clients with: Over £500k of investable assets or household income
Certified Financial Planner
Contributor

61%

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5.0out of 5

Gary Lumb

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement
Having started my career as a Stockbroker I am now a Wealth Manager at The Lawrence Scoffield Group.At The Lawrence Scoffield Group we are truly indep... Read More
Serves clients with: Over £100k of investable assets or household income

Latest client reviews of Leeds IFAs

Sophie's professionalism, keen eye and attention for detail was invaluable in saving me money and pr....or my financial future. I am thrilled with the service provided and would not hesitate to recommend.   Read More
Lucy Townsend
After an extremely bad experience with my first financial advisor I was introduced to Tom Mannion by....ve been delighted with his dedication and certainly recommend him as an effective financial advisor.   Read More
Douglas Rae

Can't find the right Leeds IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Leeds.

Stephen ThompsonLawrence Scoffield and Company Limited
Simon JamesMacIntosh James and Partners Limited
David BowkerFinancial Therapeutics UK Ltd
Nick DawsonRedmayne-Bentley LLP
Keith HerdFyshe Horton Finney Ltd
Amanda ThompsonLeeds Financial Services Ltd
Niall GunnProsperis Limited
David FlowersFlowers McEwan Limited
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