Find an Independent or Restricted Financial Adviser

Friendly, expert, regulated advice over the telephone, video call or face to face.

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leeds, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!

Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.

Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.

With well over 20 years experience of helping our customer's plan for and meet their financial goals, we offer a free initial meeting to discuss your needs and objectives. Specialists in retirement, pension and investment planning.

At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.