Why choose a financial adviser in Leeds?
Working with a financial planner in Leeds can make it easier to arrange face-to-face meetings and build a relationship over time. For some people, that personal connection matters when discussing retirement plans or other important financial decisions.
A Leeds-based adviser may be able to meet you in person close to where you live, whether that’s in the city centre or surrounding towns like Morley and Horsforth. Others offer appointments by telephone or video, which can be just as convenient.
Whatever you prefer, every adviser we introduce you to provides regulated advice through a firm that is authorised and regulated by the Financial Conduct Authority (FCA).
How to find the right financial adviser in Leeds
Financiable® takes the stress out of finding a financial planner in Leeds whose services and experience align with what you are looking for.
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Submit a short enquiry
It takes a couple of minutes and there’s no cost or commitment.
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Speak to our team
One of our specialists will call you to understand your objectives, the area of financial advice you’re interested in and where you’re based.
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Get matched
We’ll connect you with an adviser from our panel whose services, relevant experience and coverage align with your circumstances, needs and the type of advice you’re looking for.
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Have a free initial consultation
Discuss your circumstances with the adviser and find out how they may be able to help. There is no obligation to proceed, and any fees will be explained before you agree to anything.
Financial advice services available in Leeds
Financiable® can connect you with advisers whose firms may cover a range of financial and pension advice services in Leeds, subject to the permissions and services of the firm introduced, including:
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Retirement planning
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Personal pensions and consolidation
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Pension drawdown and annuities
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Investments, savings and ISAs
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Tax and inheritance planning
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Mortgages
Why choose Financiable®?
The right adviser can take a lot of the uncertainty out of a financial decision. Financiable® connects you with financial advisers in Leeds chosen around your goals and circumstances.
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Advisers from FCA-authorised firms
You’re matched with a financial adviser or retirement specialist whose services and experience align with what you need, not just whoever is nearest.
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Coverage in Leeds and beyond
Our panel works with people right across the UK, in person where you want it and remotely if that’s easier.
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Free to use
There’s no charge for our matching service.
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No pressure to proceed
Your first consultation comes with no obligation, so you can take your time deciding what’s next.
Get in touch Our team is here to help explain how Financiable® can introduce you to financial and pension advisers in Leeds whose services and coverage align with what you are looking for. If you have questions about the next steps or whether we can help with your particular situation, contact us and we’ll be glad to talk it through.
Find an adviserTrusted financial advice in Leeds
Every adviser we introduce works for, or provides regulated advice through, a firm that is authorised and regulated by the FCA. You can check the firm’s details on the public Financial Services Register before deciding whether to speak with them.
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Regulated by the FCA
Financiable® is a trading style of TFAS Wealth Limited which is authorised and regulated by the Financial Conduct Authority – reference number: 968148.
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Registered company
TFAS Wealth Limited is a registered company in England and Wales – company number: 13664696.
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Registered office
Second Floor, St Andrew’s House, 119-121 The Headrow, Leeds LS1 5JW.
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Data protection
Registered with the Information Commissioner’s Office under registration number ZB370703.
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