The average price of an Independent Financial Advisor
in West Yorkshire
Popular Independent Financial Advisors
True Financial Design Ltd
Those who receive financial advice accumulate more assets and have more retirement income than those who don’t - “The value of financial advice”, A Research Report from ILC-UK, July 2017
As Independent Financial Planners, we create YOUR financial plan. We not only help you achieve your goals and objectives but make sure you do it in the most cost effective and tax efficient way.
I met Lottie this year networking and got to know her more at meetings and other events. I can certainly say that what shines through is her passion, knowledge and integrity. Makes it easier for me passing clients over knowing they’ll get sound advice and be looked after.
The Mortgage Adviser
I’m Lee Naylor, your local mortgage broker who can provide you with the answers to all of your mortgage questions.
✔ Need to know how much you can borrow?
✔ Do you have a Mortgage Dilemma?
✔ Been turned down by your bank and would like to know your options?
✔ FREE Consultation to answer your questions and guide you through the Mortgage Maze
✔ Need to move fast?
An expert in his field, unrivalled advice and service and would not hesitate to recommend Lee to friends/family.
MAB Wealth Management
Full range of Financial Planning Solutions to help you through your financial journey - Pensions & Investments, Equity Release and Lifetime Mortgages, Wills & Trusts, Estate Planning and Pre -Paid Funeral Plans. If you are unsure about your options let's start with a conversation to look at your current position - this comes at no financial cost to you as I am more than happy to sit down and have a chat completely at my expense.
We are a family run Yorkshire business who care passionately about our clients. We believe great financial advice is at the core of building a more certain financial future. We have a team of highly qualified Financial Planners with access to the most up-to-date technology to ensure we provide you with peace of mind that your financial future is more secure as a result of working with us.
We offer Individual Solutions for Individual Needs
Cathedral Financial Planning is a firm of professional Independent Financial Advisers based in Burley in Wharfedale, near Ilkley in Leeds, this however, doesn’t restrict us to just Yorkshire, indeed we effectively manage the concerns of clients throughout the whole of the UK. We utilise modern technologies to remove distance restrictions bringing about rewarding partnerships.
We are a nationwide company of Independent Financial Advisers. We offer a face to face service and endeavour to find a solution to meet your individual needs. We offer advice across the whole spectrum of financial services including pensions, investments, Inheritance tax, retirement planning and protection. We aim to find a solution which meets your attitude to risk to ensure that we meet your objectives without taking more risk than is necessary.
Richard was very helpful and explained everything I needed
Fensham Howes Ltd
We are an accredited Financial Planning firm.
Many of our clients are entrepreneurs, company executives and trustees who have worked in professional and corporate environments. Our approach has particular appeal to individuals with this type of background and others who wish to manage their financial affairs with process that is professional and well organised.
Our clients take on a role similar to that of a ‘CEO’ with respect to their personal financial planning and investments.
1) A premier provider of Independent Financial Advice. Based in Yorkshire, we provide unbiased Independent Financial Advice with a view to protecting and enhancing our clients’ wealth.
2) We spend time in understanding your needs as we believe in holistic financial planning and highlight the gaps in your overall financial planning.
3) Our independent status allows us to be able to research from the whole of market and recommend the most suitable product tailored to your needs and objectives.
Excellent service. Ian at KIS recently arranged our mortgage and proved to be really helpful. If we had a query or needed anything resolved Ian would get it done asap, which is just what you need when moving home. We were so happy with the service that after we had got our house move out of the way, we instructed Ian to deal with our Home and Life Insurance.I have read a negative review for KIS and can only assume that there were exceptional circumstances involved as I have no reservations in recommending KIS Financial Solutions and often do.
Brigham Wealth Management
It is fair to say that the majority of Financial Advisers have far too many clients, who they cannot service properly and hardly ever see.
By recognising this fundamental weakness, we have developed a very different and much more successful strategy which is to have a relatively small number of clients with whom we have an intimate ongoing relationship in which we help them to identify and achieve their real financial goals and objectives.
Rob sorted out my re-mortgage and went through everything with us in an easy to understand way. We talked about extra borrowing for a garage conversion and the rates we were offered were better than I was paying at the time and in the end he reduced my monthly repayment by a good amount. Great service from beginning to end and will certainly be going back to him next time its due!
Tom was very knowledgable and looked me and my wife through the whole process. We had been considering life insurance for a long time and he professionally explained all of the options, had lots a patience and helped us choose the most suitable policies for our needs. Highly recommended.