Client Area

Award-Winning Financial Advisers in Leeds

Tailored advice and guidance from our team of financial planners in Leeds.

What Makes Us Different?

  • Independent

    Experienced independent financial planners in Leeds, providing personalised financial advice and delivering the best solutions for you.

  • Chartered

    Our corporate chartered status reflects our commitment to the highest ethics, professionalism, and best business practices.

  • Trusting

    Honest and upfront from the outset, we prefer to lay the foundations for a trusting, long-term relationship for all parties.

    • Our Services

    Local Case Study

    If you’re seeking a pension adviser in Leeds, we have the expertise and experience to simplify often complex scenarios. A deep understanding of recent regulatory changes, investment markets and long-term goals has seen an increase in clients seeking pension advice.

    Reflective of a long-term trend, in 2017, a personal recommendation saw Andy and Gill approach us, concerned about their pension assets and long-term retirement goals. After an initial review meeting, we put together a comprehensive plan, and they remain clients to this day.

    Find out more about their story

    The benefits of working with financial planners in Leeds

    We are proud of our reputation as one of the leading chartered financial advisers in Leeds, providing a comprehensive range of independent advice and guidance. 

    As a financial services company, Leeds is competitive, but our proactive approach, expertise, and experience ensure we are the first port of call for many would-be clients. 

    Honest and transparent, personable and approachable, we continue to develop long-term mutually beneficial client relations.

    What Our Clients Think About Us

      Danny Holliday

      Swift, personal contact and response

      "Informed Financial Planning (IFP) advise me on all aspects of finance and after an annual meeting provide me with a full annual report with their recommendations. They now also do this for my wife and consider her future finances taking into consideration her pending retirement. IFP advisers are always available for swift personal contact and response."

      Joan Dennison

      Friendly and professional

      "We requested a pre-retirement check of our finances. The cost of any advice and future charges was made clear and, following a comprehensive review of our existing finances, a full report was provided with recommendations. James was friendly but professional, answered all our questions clearly and we felt under no pressure to proceed with any of the recommended investments"

      Josie Beaumont

      Always helpful and professional

      "I have always found the company to be professional and helpful, managing my financial needs very successfully."

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