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5 Best Financial Services in Leeds

Below is a list of the top and leading Financial Services in Leeds. To help you find the best Financial Services located near you in Leeds, we put together our own list based on this rating points list.

Leeds’ Best Financial Services:

The top rated Financial Services in Leeds are:

  • Lazenby’s Financial Services Limited – offers independent financial planning advice
  • Aurora Financial Services – associate partner practice of St. James’s Place Wealth Management
  • Investec Wealth & Investment Leeds – an international organisation with listings on the London and Johannesburg Stock Exchanges
  • Smithson Financial Services – helps make the best use of any spare capital or surplus income
  • HLW Financial Services Ltd – offers professional and friendly mortgage and protection advice

Lazenby’s Financial Services Limited

Source: Pexels

Lazenby’s Financial Services Limited is an independent financial planning company that offers a variety of financial services that will suit the different needs of its clients. They provide services such as investment management, estate planning, life insurance, pension advice, mortgage and financial planning. An expert in the field, they will conduct an initial meeting to discuss how they can help you on the different aspect of your finances.

They will also help you in analysing your current financial status and create goals to improve it and grow your assets. They will work on the vision that you have and implement all the goals and plans that you have discussed to improve your finances. Contact them now to get their services and let the expert help you in securing your future through your money and assets.

Products/Services:

Investment, Retirement, Protection, Pension, Mortgage, Financial Planning

LOCATION:

Address: Clayton Wood Close, First Floor Office Suite Butonia House, Leeds LS16 6QE
Phone: 113 322 0700
Website: www.lazenbysfs.co.uk

REVIEWS:

“Alan Lazenby has a massive amount of knowledge and experience as a financial adviser. He really helped to sort out all of my financial investments and put them together into a very well-performing portfolio. Alan is a lovely chap and guides and explains you through everything really clearly. I can’t recommend Alan highly enough.” – Paul Morricone

Aurora Financial Services

Source: Pexels

Aurora Financial Services offers a bespoke financial service that will suit your financial goals. Established by Mark Ingham in 2013, they are dedicated to helping all their clients reach and explore their full potential when it comes to managing their assets and finances. They offer a wide range of services such as investment planning, retirement planning, banking and mortgages and other corporate services.

With their expert financial aides, they will help you in maximising your finance and work on the best plan to generate income. They offer assistance in managing your investments and provide you with a regular financial report. They will educate you as well on the latest market trends that may affect your resources. Thorough and detailed, they guarantee a full solution that will benefit you and the company or business that you have.

Products/Services:

Investment Planning, Retirement Planning, Protecting You & Your Estate, Corporate Services, Banking & Mortgages, Other Services

LOCATION:

Address: 42 Pearson Rd, Bradford BD6 1BJ
Phone: 127 403 6382
Website: www.aurorafinancialservices.co.uk

REVIEWS:

“Great company offering advice on mortgages, protection, pensions and investments.” – Kerrie Kendell

Investec Wealth & Investment Leeds

Source: Pexels

Investec Wealth & Investment Leeds is a global financial firm that looks after your money, assets and investments. Boasting of bank and wealth specialists that will help you manage your fortune, they offer unique support and reliable insights that can help you with the financial goals that they have. They work on a number of services like your personalised life goals, retirement plans, wealth management, tax planning, investment management, estate and financial planning to name a few.

With their wealth of knowledge and expertise, they have created a strong reputation that shows their reliability and efficiency in taking care of the money, assets and investments of their clients. They understand how important it is that you have financial a fallback not only for yourself but for your family as well especially in times of emergency and sickness. With this in mind, they create plans and manage your wealth to ensure the growth of your investment and protect your resources the best way that they can to improve the quality of life that you have.

Products/Services:

Individuals, Advisers & Intermediaries, Charities, Financial Mutuals

LOCATION:

Address: 3 Wellington Pl, Leeds LS1 4AP
Phone: 113 245 4488
Website: www.investec.com

REVIEWS:

“Rated 5 star.” – Sara Lloyd

Smithson Financial Services

Source: Pexels

Smithson Financial Services is a financial service business that has been conducting reliable and efficient financial advice and assistance. They work on your spare capital to formulate a lucrative investment plan that will further boost your financial assets and help you generate more income. They also work in protecting your money and wealth through different life and protection insurance that you can avail to cover your possible needs in the future.

A thorough company, they help you ahead in the future particularly after your retirement and provide a comprehensive pension plan that will tidy up your resources in our old age. Providing full and complete solutions on all your financial needs, this is certainly one of the best company to work with them will help you secure your finances.

Products/Services:

Calculators, Market Data, Buy Online, Research Link

LOCATION:

Address: Brooklea, 13 Sandy Walk, Bramhope, Leeds LS16 9DW
Phone: 113 267 6981
Website: www.smithsonfinancial.com

REVIEWS:

“Excellent friendly financial advice to guide you in the right direction. No heavy sales push, easy to deal with, always responds to enquiries and telephone calls. I started with Mark’s father over 35 years ago and Mark has continued the high level of service that the family started.” – Ian Rivers

HLW Financial Services Ltd

Source: Pexels

HLW Financial Services Ltd is the practice of Heather Wharmby, a mortgage and protection advisers that has 20 years of expert experience in the field of finance and asset management. She offers a free, no-obligation financial advice that would seek to understand your long term financial goals and work on a plan to protect your wealth and investment while continuously growing it.

She provides financial security and protection for you and your family removing all worries from your mind. She offers property insurance and life insurance and she also works in finding you the best mortgage deal. Contact her now to discuss the services that you may require and let her help you in achieving the protection that you longed for yourself and your family.

Products/Services:

Mortgages, Protection, Property Insurance, Conveyancing

LOCATION:

Address: 30 The Crescent, New Mills, High Peak SK22 3DB
Phone: 797 097 8762
Website: www.hlwfs.co.uk

REVIEWS:

“Heather was great and offered us a great range of different options for our remortgage and found us a great deal. She also worked closely with the conveyancer to ensure the deadlines were adhered to. Would not hesitate to recommend her services.” – Cath Hope

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