2019 RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN LEEDS, UK
2019 Ranking of the Best Financial Advisers & Wealth Management Firms in Leeds
Outside of London, Leeds has grown to become the largest financial and legal centre in the UK. The city’s economy is also bolstered by being the country’s third-largest manufacturing centre.
A benefit of all this economic growth and a strong finance sector is that Leeds residents have an excellent pool of top UK independent financial advisors to choose from.
Financial consultancy firms offer the opportunity to gain expert guidance for planning a successful financial future. Whether you’d like to achieve a financially comfortable retirement, are planning to fund a new business venture, or have another life goal in mind, financial advisors can help you get there.
Choosing the best Leeds financial advisory firm to trust with your financial health and well-being is a task that shouldn’t be undertaken lightly. You want to ensure a firm’s expertise matches your distinct financial situation and personal objectives.
While there are multiple wealth management firms throughout Leeds and the UK to choose from, we’ve worked to make the task easier for you by rating the top 8 financial planning and advisory firms in Leeds, UK.
As you review each of these top-rated firms, keep in mind some of the tips we’ll provide on how to narrow down your choices with distinctive things to look for in each Leeds wealth management firm to help you match their offerings to your needs.
By the end, you should have an excellent idea which firms you care to meet with and learn more about in your search for a financial partner you can work with for years to come.
Award Emblem: Top 8 Best Financial Advisers in Leeds
Top 8 Best Financial Advisors in Leeds, UK | Brief Comparison & Ranking
| Financial Advisors in Leeds, UK | 2019 Ratings |
| Allied Financial Services Ltd. | 5 |
| Armstrong Watson Financial Planning Limited | 5 |
| Clayton Holmes Naisbitt Financial Consultancy LLP | 5 |
| Garbutt + Elliott | 5 |
| Leodis Wealth | 5 |
| Martin Hirst Financial Consultancy | 5 |
| NBS Financial Planning Ltd. | 5 |
| Macintosh James & Partners | 3 |
Table: Top 8 Best Financial Advisors in Leeds | Above list is sorted alphabetically
How Do You Find the Best Leeds Financial Adviser for Your Needs?
Before you can experience the financial benefits of working with a trained UK independent financial advisor (IFA), you need to find the one best suited to your needs.
It helps to first understand some industry terms that apply to financial consultancy firms in Leeds and throughout the UK, which are ultimately regulated by the Financial Conduct Authority (FCA).
Two important terms to know are:
- Independent Financial Advisers: Can recommend a broad range of financial products, including investments, insurance, or mortgage products.
- Restricted Financial Advisers: Are restricted to specific financial products due to affiliations they have, so the options they provide are inherently more limited.
Two other terms you should familiarise yourself with deal with the fee-structure and how a Leeds financial advisory firm is paid, though many don’t specifically note which they fall under.
- Fee-based financial advisors: May earn commissions or incentives from companies that sell financial products, which could create a potential conflict of interest.
- Fee-only financial advisors: Do not accept commissions or incentives from 3rd parties that sell financial products and are only compensated by client fees, which removes the potential for biased advice.
Going through each Leeds-based wealth management firm’s summary will give you information that can help you narrow down your search. Some differentiators to look for when reviewing this list of top-rated financial advisory firms in Leeds, UK are as follows:
- Minimum account size they work with
- Specialty services that they offer (such as working with estates or business owners)
- Types of additional services offered (such as tax planning or accounting)
- Whether their most promoted services match your financial needs
Top-Rated Financial Advisory Firms in Leeds, UK
All-in-One Change Management Tools Top Rated Toolkit
for Change Managers. Get Your Change Management Tool Today...
2019 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review of the Best Financial Advisors in Leeds, UK
Below, please find the detailed review of each firm on our list of 2019 best financial planners in Leeds. We have highlighted some of the factors that allowed these Leeds wealth management firms to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Allied Financial Services Ltd
- Armstrong Watson Financial Planning Limited
- Clayton Holmes Naisbitt Financial Consultancy LLP
- Garbutt + Elliott
- Leodis Wealth
- Martin Hirst Financial Consultancy
- NBS Financial Planning Ltd
- Macintosh James & Partners
Click below for previous years’ rankings:
- 2018 Review: Top 8 Best Financial Advisers in Leeds, UK
- 2017 Review: Top 7 Best Financial Advisors in Leeds, UK
- 2016 Review: Top 7 Best Wealth Planners & Advisors in Leeds
Allied Financial Services Ltd Review
With advisors that have over 80 years of combined expertise in the financial industry, Allied Financial Services Ltd is an independent Leeds financial planning firm with offices in both Leeds and Wigan.
The firm was founded in 2005 and has continued to grow so they can offer more value to clients, recently becoming authorised in giving advice on long term care and equity release.
Allied Financial Services does not specifically state whether they are a fee-only or fee-based wealth management firm in Leeds. As always, we recommend verifying compensation structure before partnering with any financial adviser in the UK.
Key Factors that Enabled Allied Financial Services to Rank as One of the Top Leeds Financial Advisors
Wide Range of Financial Services
Clients looking for several services under one roof will find Allied Financial to be a great choice with a wide selection of financial services that they offer.
The Leeds financial advisors at Allied can help clients address a broad array of financial challenges, including:
- Protection: Guarding your finances against death, illness, and more
- Wealth Management: Plans that guide you to intelligently save and invest according to your unique goals
- Pre-Retirement: Helps identify the right pension plan for your needs
- Post Retirement: Helps eliminate confusion from the complexities of a pension income
- Equity Release: Advises elderly homeowners on how to properly release equity in their home
- Auto Enrolment: Guidance through pension legislation for auto-enrolment
- Long Term Care: Assistance for elderly clients from an accredited Society of Later Life Adviser
- Estate Planning: Helps generations transfer inheritance with limited tax liability
Comprehensive, Long-Term Plans
When it comes to Leeds IFAs, a benefit Allied offers is that they promote strong, long-term relationships with their clients.
You can see this in their comprehensive approach to financial planning. Not only can they help you expertly manage your investments, but they can also ensure you have the proper amount of protection and health care coverage.
Additionally, your Allied financial adviser in Leeds can structure your pension plan to better suit your long-term goals. Pension planning is the first step in retirement planning, and Allied understands its importance to your long-term financial health.
Through it all, Allied advisers review your strategy for the best ways to save money. Your life insurance, your pension planning, and the investments you make—it’s all integrated to work together and reduce tax liability, so you have more money to secure your future.
Rating Summary
Allied Financial Services are completely independent Leeds financial advisors, which means they are free to recommend any number of financial products and aren’t limited to a small set of products.
This team has extensive experience in a variety of financial advisement areas, which allows them to offer clients guidance in a variety of sectors, from investments to tax planning, to retirement intricacies.
With a focus on long-term relationships and a history of evolving to continually improve their ability to do more for clients, Allied Financial Services scores a 5-star rating as one of the best Leeds financial advisers to consider partnering with this year.
See Also: Best Financial Advisers (IFAs) in Manchester and Cheshire, United Kingdom
Armstrong Watson Financial Planning Limited Review
Supporting clients across the North of England and Scotland for more than 150 years, Armstrong Watson Financial Planning Limited is a large Chartered firm of financial advisors in the UK that has 16 regional offices from Glasgow to Leeds.
From corporate finances to financial planning to cloud accounting, this full-service financial advisory firm in Leeds has the ability to provide truly tailored services and work alongside any size of business.
Armstrong Watson Financial Planning does not say whether it is a fee-only or fee-based firm. As always, we recommend verifying compensation structure before partnering with any Leeds financial adviser.
Key Factors that Enabled Armstrong Watson Financial Planning Limited to Rank as a Top Leeds Financial Adviser
Chartered Financial Planners
Part of what sets Armstrong Watson Financial Planning apart among other top-rated Leeds financial advisers is the firm’s status as a Chartered Financial Planner, awarded by the prestigious Chartered Insurance Institute (CII).
This status is only awarded to firms that demonstrate a commitment to developing knowledge, enhancing capabilities, and maintaining high ethical standards.
As such, this Leeds wealth management firm adheres to the following principles:
- Technical and professional competence is maintained through industry qualifications
- Knowledge and skills are kept updated through continuing professional education
- Advisors belong to the Personal Finance Society (PFS) and adhere to its Code of Ethics
Best Wealth Management Firms in Leeds
Financial Planning for You
This top Leeds financial consultancy can assist clients with multiple financial needs, adding to convenience and ensuring an integrated approach.
Beyond working with businesses, trustees, and charities, Armstrong Watson Financial Planning provides a variety of financial services for individual clients. These services include:
- Investments
- Retirement Planning
- Retirement Options
- Life Assurance
- Health Protection
- Long-Term Care Planning
- Estate and Inheritance Tax Planning
- Tax Planning
- Mortgages
- Savings and Investments
For many clients, the ability to receive several financial services from the same partner is a significant benefit.
Rating Summary
The team at Armstrong Watson provides both business and financial guidance as well as accounting services. They are also dedicated to doing business responsibly and work to minimise their firm’s environmental impact.
Core values of this large firm include a passion for ensuring clients achieve success, illustrating honesty and integrity, and actively demonstrating compassion and kindness for others.
With a large team that can handle complex financial needs and a strong commitment to trust and transparency, Armstrong Watson Financial Planning solidifies a 5-star rating as a top financial planner in Leeds to consider partnering with in 2019.
Clayton Holmes Naisbitt Financial Consultancy LLP Review
Offering tailored professional financial advice, Clayton Holmes Naisbitt Financial Consultancy LLP (CHN) is an independent Leeds financial advisor with two additional offices, in West Yorkshire and York.
Founded in 2008, the firm is committed to the passion, dreams, and happiness of their individual and business clients and providing bespoke and trustworthy service.
CHN does not specifically state whether they are a fee-only or fee-based wealth management firm in Leeds. As always, we recommend verifying compensation structure before partnering with any Leeds financial advisor.
Key Factors that Enabled Clayton Holmes Naisbitt Financial Consultancy LLP to Rank as a Top Wealth Management Firm in Leeds
Independent & Client-Focused
CHN is an Independent Financial Adviser (IFA) that is not beholden to offer any specific financial products. This designation means that this wealth management firm in Leeds is bound to act in the best interests of its clients above everything else.
As a result, this Leeds wealth management firm only makes suggestions that are aligned with your needs. No product or service is recommended that isn’t genuinely needed or deemed helpful to your financial objectives.
Likewise, their role as an IFA mandates accessibility to the entire market. Your CHN adviser will not restrict your asset selection, products, or services, offering you the opportunity for a diverse portfolio.
2019’s Top Financial Planning Firms in Leeds, UK
Transparent, Long-Range Approach
Financial planning can be intimidating, but CHN works to make the process as comprehensive as possible. The firm lays out each phase of planning to ensure transparency throughout the process, as well as to avoid confusion.
Understanding the process of financial planning is important given the breadth to which your Leeds IFA adviser can impact your financial plan. CHN is structured to assist you with a number of financial concerns including upcoming needs, future goals, and everything in between.
Specific financial services available through CHN include:
- Retirement Planning
- Tax, Trust and Estate Planning
- Investment Services
- Mortgage and Finance
- Personal Protection
- Wills
- Work Place Pensions
- Corporate Protection and Planning
- Employee Benefits
- Retirement Planning for Businesses
- Succession and Exit Planning
Rating Summary
Many of the advisors at CHN are Chartered Financial Planners, which shows a commitment to continuing education, upholding the highest standards, and giving their clients the value that comes from continually updated industry knowledge.
Their straight-forward financial planning process removes the mystery and helps put clients at ease throughout their wealth management journey.
With a commitment to acting in their clients’ best interests and a wide range of both business and individual financial advisory services, Clayton Holmes Naisbitt Financial Consultancy scores 5-stars as one of the best Leeds wealth management firms to consider partnering with this year.
Don’t Miss: Top Independent Financial Advisers in the UK (Top IFAs)
Garbutt + Elliott Review
With a forward-thinking team-based approach, Garbutt + Elliott is a large independent chartered advisor in Leeds and York that offers a full range of specialist financial services.
The firm has a prestigious history that began in 1848 and offers several individual, family, and business services, including accounting support, payroll services, and family business consultancy.
Garbutt + Elliott does not explicitly state whether they are a fee-based or fee-only firm. As always, we recommend verifying compensation structure before partnering with any Leeds financial advisor.
Key Factors that Enabled Garbutt + Elliott to Rank as a Top Financial Advisor in Leeds
Private Client Services
For Private Clients, the Leeds IFAs at Garbutt + Elliott uses a combination of financial planning, wealth management, and tax management strategies to create a comprehensive approach designed to meet your financial objectives. This includes:
- Trust Administration
- Estate Administration
- Family Business Consultancy
- Inheritance Tax
- Independent Financial Advice
- Personal Tax Services
- Probate Services
As the first fully qualified family business advisors in the UK, the Leeds financial advisers at Garbutt + Elliott have long been assisting clients going through the difficult circumstances of separation and divorce.
These top-rated York and Leeds financial advisors understand that separating out the practical and financial consequences from the emotions are an important step. They assist clients with common financial concerns such as:
- Personal Taxation
- Personal Financial Planning
- Business Valuations and Strategy
Focus on Businesses
One key specialty area of Garbutt + Elliott is their clear expertise in assisting corporations and family businesses with their distinct financial concerns to improve their overall financial health.
Their corporate finance team brings over 50 years of combined experience from over 200 businesses of all sizes and industries, offering value to their clients who can trust that these Leeds IFAs can handle any financial challenge that comes their way.
Additionally, the firm is a member of the Praxity Worldwide Alliance, ensuring that their family business clients have access to the latest financial information and global trends.
With a broad array of financial advisory, consulting, and accounting services available between Family Business Consultancy and Corporate Finance, Garbutt + Elliott is an excellent Leeds financial advisory firm for businesses of all industries to consider working with.
Rating Summary
Garbutt + Elliott provides experienced financial guidance over a vast area of financial concerns, offering convenience and holistic strategies for their clients, both individuals and businesses.
Values include being passionate about their clients and taking personal responsibility for their actions. They don’t see themselves as outsiders giving advice, but rather as a part of their clients’ team, helping them achieve success.
With a team-based approach and a focus in exceptional service in a variety of financial areas, Garbutt + Elliott solidifies their 5-star rating and is one of the best Leeds financial advisers to consider partnering with this year.
Leodis Wealth Review
Providing comprehensive and professional advice, Leodis Wealth is an independent Leeds wealth management firm that’s been providing expert advice to their clients for generations.
The firm prides itself on being competitively priced and going above and beyond to offer first-class personalised service to its clients, which consist of individuals, their trusts, and pension funds.
Leodis Wealth does not say whether they are a fee-only or fee-based Leeds financial advisor, however, they do note that third parties “may remunerate us via commissions,” which indicates they are fee-based. The firm has processes in place to ensure advisors act in their client’s best interests.
As always, we recommend verifying compensation structure before partnering with any Leeds IFA.
Key Factors that Enabled Leodis Wealth to Rank as a Top Wealth Management Firm in Leeds
Client-Centric Core Values
Leodis Wealth clearly details its core values, emphasizing their commitment to providing a personalised experience for individuals who choose to work with their financial advisers in Leeds. These values are:
- Client Focused: These Leeds financial advisors want to build an atmosphere of trust for their clients that is based on “discretion, clarity, and integrity.”
- Holistic Service: They help clients incorporate all facets of their financial life into their financial planning and offer additional services (like portfolio management) as needed.
- Independence: This firm’s focus is on building long-term relationships and serving their clients with objective and unbiased advice.
- Providing value for money: These Leeds IFAs offer a broad range of services to complement their financial advice, carefully selecting third parties as needed.
Financial Planning
While it’s not impossible to live comfortably in retirement or grow your wealth without a plan, not having an expert plan can potentially leave you without a means to support yourself once you reach retirement age.
Allowing a wealth management firm in Leeds to help you map out your financial journey helps you prepare for expected life events (marriage, retirement, a child’s tuition) and be protected for unexpected life events (a death in the family, divorce).
With the understanding that each client has different goals and expectations, Leodis Wealth’s financial advisors in Leeds take the time to learn each client’s aspirations and work to systematically achieve them. This includes an assessment of the following:
- Income
- Expenditures
- Assets and liabilities
- Pension
- Family circumstances
Financial planning advice from this wealth management firm in Leeds covers:
- Protection against tragic events like illness, accident or death
- Provision for loved ones through pensions, wills, and trusts
- Preservation of wealth in the face of taxation and inflation
Top-Rated Financial Consultancy Firms in Leeds
Rating Summary
Clients working with Leodis Wealth have the benefit of using their in-house specialists for accounting or tax management services. The firm takes a truly client-centred approach, tailoring their services around your needs.
This Leeds wealth management firm additionally makes it easy for clients and website visitors to gain a better understanding of financial management by offering helpful articles on topics such as retirement risk and pension advice.
With a commitment to serving their clients’ best interests and a comprehensive approach to financial consultancy, Leodis Wealth earns 5-stars as a top-rated financial advisor in Leeds, UK to consider partnering with in 2019.
Related: Best Wealth Management Firms & Financial Advisers in London, UK
Martin Hirst Financial Consultancy Review
Taking a long-term approach to financial planning, Martin Hirst Financial Consultancy is an independent wealth management firm in Leeds that’s been helping clients in West Yorkshire for over three decades.
This top-rated Leeds financial firm believes that sound financial planning starts by getting to know their clients’ needs, wants, and aspirations so proper prioritisation of objectives can be done.
Martin Hirst does not explicitly say whether they are a fee-only or fee-based wealth management firm in Leeds. As always, we recommend verifying compensation structure before partnering with any UK financial advisor.
Key Factors that Enabled Martin Hirst Financial Consultancy to Rank as a Top Leeds Wealth Management Firm
Pensions & Retirement Planning
Understanding the limits of pension and retirement savings can help you take full advantage of the benefits. For example, with some restrictions, individuals can invest up to 100% of their earnings or £3,600 (whichever is higher) into a Self-Invested Personal Pension (SIPP) plan.
This wealth management firm in Leeds can help you understand the best ways to invest that match your financial situation and goals for the future.
Martin Hirst advisors will help you come up with a sustainable plan to prepare for a comfortable retirement. They can also ensure you do not get surprised with penalties for failure to comply with specific limits.
For example, if you pay in over a certain amount in a given retirement year then you may be taxed on investment that exceeds an allowable amount.
An independent financial advisor in Leeds from Martin Hirst can ensure your strategy is aligned with both your financial goals and government rules and regulations.
Life Assurance
While it is smart to be covered for certain contingencies, life assurance plans can differ widely, so you want to make sure you’ve got the right balance between protection and cost to ensure your long-term financial health.
A top-rated independent financial adviser at Martin Hirst can advise you on the best assurance options while taking taxes, cost, and necessary coverage into consideration.
You can use life assurance to protect your income, loved ones, and your business. There are even ways in which a wealth management firm in Leeds can create strategies for your finances so that life assurance minimizes your tax burden.
Assurance products are often the most challenging to secure since some firms may be tempted to sell only specific products, instead of giving you a choice of options. Or they may choose a partner company’s product as opposed to a more suitable one from another firm.
Fortunately, Martin Hirst is an independent financial advisor in Leeds, which means they are legally required to consider options from a range of providers and cannot limit clients to products from a specific company. This provides clients with more choices.
Rating Summary
Martin Hirst offers a team of experienced and attentive financial advisors who work to provide custom solutions for their clients’ financial health and well-being. Their tax planning expertise compliments other facets of their financial planning services, offering tax-efficient strategies.
While the firm’s website may look a little more dated than those of other top Leeds financial advisors, they offer a lot of information about their financial services and team members, making it easy for clients to evaluate the firm and get to know each IFA before the first appointment is scheduled.
With a wide range of offerings for individuals and companies and a focus on the perfect risk/reward balance for clients, Martin Hirst scores 5-stars as one of the top financial advisors in Leeds to consider partnering with this year.
Popular Article: Top Financial Advisors in Cincinnati, Ohio
NBS Financial Planning Ltd Review
With a focus on helping clients create their ideal life, NBS Financial Planning Ltd is a top-rated financial advisory firm with offices in Leeds and Shipley. The firm has the distinction of being Leeds’ first and only firm of Registered Life Planners®.
NBS Financial Planning Ltd. is a fee-only financial advisor in Leeds, which means they do not accept any financial incentives or commissions from third parties selling financial products, leaving them free to offer conflict-free financial guidance.
In fact, this is one of the few firms in the UK that uses the “fee-only” terminology, helping NBS Financial Planning stand out from competing Leeds financial advisers.
Key Factors that Enabled NBS Financial Planning Ltd. to Rank as a Top Wealth Management Firm in Leeds
Custom, Comprehensive Planning Process
For some clients, the process of financial planning can make them anxious because they don’t know what to expect. NBS works to keep the process simple and straight forward and completely focused on you.
When partnering with a Leeds financial advisor at NBS, clients can expect to go through the following process:
- Initial, No-Obligation Consultation
- Discovery Meeting
- Analysis and Discovery Phase
- Presentation of Your Financial Plan
- Implementation
- Tracking Progress
Before this plan is implemented, however, your Leeds IFA will be sure you understand all associated costs. This transparency is good news for individuals who are worried about unexpected costs or fees from a wealth management firm in Leeds.
Plans vary from person to person, and so do the costs to implement them. Your plan may not cost the same as another client’s plan. This is to be expected because you’re not getting “off the shelf” management, but rather custom and personalised financial planning.
When working with the Leeds financial advisors at NBS, you can be assured that your financial plan contains no hidden charges and has been crafted with care only after fully getting to know you, your finances, and your future goals.
Long-Term Relationships
In keeping with NBS’s desire to offer custom financial plans that address the totality of your financial needs, they also take a long-term approach that’s designed to evolve with you as your life changes.
Your NBS financial adviser in Leeds remains by your side no matter what. Whether it is market volatility, unexpected life crisis, or economic turbulence that impacts your finances, your adviser will guide you through the storm. Together, you’ll come out the other side with your goals still in sight.
To that end, NBS advisers will never engage in the following high-risk, short-term strategies:
- ‘Picking’ stocks
- ‘Timing’ or ‘beating’ the market
- Chasing fund managers
Rating Summary
NBS is one of the select number of Leeds wealth management firms that base their investment approach on a Modern Portfolio Theory and Nobel Prize-winning academic research. This approach ensures their clients’ portfolios are resilient.
Their fee-only structure offers clients peace of mind that they are receiving completely unbiased advice that’s not conflicted by any 3rd party commissions. The fee-only designation is considered the “gold standard” in the financial services industry.
With a client-focused approach, a detailed and comprehensive financial planning process and strong commitment to trust and transparency, NBS Financial Planning scores 5-stars as one of the best financial advisors in Leeds to consider partnering with this year.
Read More: Top Financial Advisors in Pittsburgh, Pennsylvania
Macintosh James & Partners Review
Taking an integrated, team-based approach to wealth management, Macintosh James & Partners (MJP) is an independent financial adviser in Leeds that works with private clients and their existing professional advisors, such as lawyers and accountants.
Specialist areas for Macintosh James & Partners include asset management, retirement planning, tax planning, and protection. Their three-pronged process includes wealth creation, wealth protection, and wealth preservation.
They do not specifically state whether they are a fee-only or fee-based wealth management firm in Leeds, however, they mention that “our fees may be covered in the form of commissions paid by a product provider.”
As always, we recommend verifying compensation structure before partnering with any Leeds financial advisor.
Key Factors that Enabled Macintosh James & Partners to Rank as a Top Leeds Financial Advisor
Extensive Certifications
Co-founder Simon James holds multiple professional certifications. They all speak to the firm’s commitment to ongoing education and top-notch service by staying current with industry developments.
This gives clients peace of mind knowing their advisors are continually renewing their knowledge and are leaders in their field.
Some of James’s designations include, but are not limited to, the following:
- Chartered Financial Planner
- Certified Financial Planner
- Fellow of the Personal Finance Society
- Chartered Insurance Institute’s Advanced Diploma in Financial Planning
- Chartered Insurance Institute paper G10 Taxation & Trusts
- Chartered Insurance Institute paper G20 Savings & Investments
- Chartered Insurance Institute paper AF2 Business Financial Planning
- Chartered Insurance Institute paper AF3 Pension Planning
- Chartered Insurance Institute paper AF4 Investment Planning
Additional certifications represented among MJP’s Senior Team are:
- Society of Later Life Advisers (SOLLA)
- Advanced Financial Planning Certificate (AFPC)
- Investment Management Certificate
- Investment Portfolio Management (G70) unit
Customised Planning Process
This wealth management firm in Leeds employs a detailed process designed to learn as much about you and your financial mindset as is relevant to your financial plan. This process ensures that your financial plan is completely tailored to your current needs, financial situation, and future objectives.
The steps that MJP’s financial advisors will guide you through include:
- Step 1 Initial Meeting: This is without obligation and free of charge. It’s designed for both sides to learn more about each other and see if their firm is a good fit for your needs.
- Step 2 Information Gathering: This step is where these Leeds financial advisors really get to know you and your finances. Once complete, they’ll present you with a summary of your current financial position.
- Step 3 Review of Current Position and Goal Setting: This step involves discussion of your current position and your advisor highlights areas to be addressed and priorities are determined.
- Step 4—Determining Future Strategy: Your tailored financial plan is constructed taking your objectives into account, specific financial products are recommended, and a full and comprehensive report is presented.
- Step 5 Implementation: Once all your questions about your plan have been asked and answered, the implementation process begins. Clients are kept fully apprised of their plan’s progress.
- Step 6 Monitoring and Review: Your plan is continuously monitored to ensure it remains on track and regular review meetings are undertaken to keep you informed. Clients may also contact members of the MJP team anytime they like.
Leeds’ Top-Rated Independent Financial Advisors
Rating Summary
Macintosh James & Partners goes above and beyond to get to know their clients and create a financial plan that is as unique as they are. Their dedication to long-term relationships and being available as needed instils trust in their clients.
While MJP is clearly a top Leeds IFA, we did find some room for improvement in how the firm’s services are communicated. Their website is slightly outdated and there is not much information regarding wealth creation, protection, and preservation, making it hard for potential clients to fully evaluate the firm. Thus, they’ve been rated 3-stars.
By updating their website to be more user-friendly and providing additional details on their services, Macintosh James & Partners could easily improve both their value proposition to clients and their rating as a top financial adviser in Leeds.
Conclusion – 2019 Best Financial Advisors in Leeds, UK
Many of the top UK and Leeds financial advisors offer complimentary introductory meetings, which give you a great opportunity to get to know them and gain further insight into their thoughts about your financial needs.
Having all your key financial information with you at the meeting can help it be as productive as possible. This would include:
- Your income and expenses
- Your assets and debts
- Goals you’d like to achieve
Whether you’re just entering your professional life and would like to start good financial habits or nearing retirement and want to ensure you’ll have what you need, a top-rated financial consultancy in Leeds can help put you on a path to success.
The time spent choosing the advisor that fits your needs best is well spent when you end up with a partner that can be there with you through good times and bad, helping to keep your finances on track to meet your future goals.
Rate Table Disclaimer
Click here to read AdvisoryHQ’s disclaimer on the rate table(s) displayed on this page.
Image sources:
- https://unsplash.com/photos/4zbITfP0-jM
- https://www.armstrongwatson.co.uk/events/carlisle-professional-networking-8
- https://www.claytonholmesnaisbitt.co.uk/
- https://www.leodiswealth.com/
- https://pixabay.com/photos/business-documents-smartphone-3224643/
AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.
