Top 20 Independent Financial Advisers in Leeds

We have extensive knowledge and experience in providing high-quality wealth-management and financial planning advice to both companies and individuals.

We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes

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.

One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice

We are independent Financial Planners based in Leeds, working with high earners, business owners and people at retirement.

Giving you financial freedom.

I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.

Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.

We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.

I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.

We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.

Getting to know you, your family and your goals. Simple and transparent advice personalised to you, by a Fellow of the Personal Finance Society and Chartered Financial Planner.

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

Whether it's a mortgage, pension or investment get professional expert advice and avoid DIY mistakes

Our core values include delivering a first-class service to all of our clients and we pride ourselves on forming long-standing client relationships founded on honesty, integrity and trust. We offer personalised financial planning to both private and business clients, providing advice and making recommendations that suit individual circumstances. We understand that our clients have many different needs and objectives and therefore we do not offer a ‘one size fits all approach’. Instead, we create bespoke financial solutions which involves us working together with our clients, often over the longer term, in order to help them achieve their goals.

We believe that all our clients are individuals and that we all have different circumstances and aspirations. Our goal is quite simply to help you get wherever you want to be as efficiently as possible.

Provide well rounded advice to personal and business clients: Investment/savings, retirement & pensions, protection, and estate planning

KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.

We aim to deliver solutions which meet our clients needs and objectives, and then we monitor the progress.