Financial Planners in Leeds, West Yorkshire

21 locations found near Leeds
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“My wife and I have been associated with Clarity Wealth for many years and we have seen the business go from strength to strength under the influence of Richard and his team. Recent advice following our recent review at the office in Horsforth has resulted, so far, in an increase in growth in our portfolio. We have appreciated the advice given to us over the years and we would not have any reservations in recommending Clarity Wealth.”

5Superb41 Reviews

“Thank you to Patrick for his recent advice on how to best achieve my financial goals; it has been hugely helpful! His expertise was evident, yet he explained my options in a really clear way to ensure that I understood everything. I would definitely recommend Patrick for approachable and useful guidance.”

4.5Superb11 Reviews

“Progeny Solicitors (specially Lauren Burgess) is an absolute must-have company when you are purchasing your first home. People say that is a tough and painful process, but to be fair, Lauren made everything simple and smooth. Our questions were always answered same day, in a professional and helpful way.If there were more starts available, I would give much more.Thank Lauren Burgess and Maraide Carson”

5Superb6 Reviews

“I have recently asked Ashley to review my mortgage products for both my home, and a buy to let property that I own. Ashley was very professional, his advice was honest and he even advised me to stick with my current product for my own home instead of trying to sell me a product. Ashley is a credit to the firm and a genuinely nice guy to deal with. I know I will go back to Ashley when my fixed term ends and I have since recommended him to my brother too. Great work.”

5Superb5 Reviews

“I have worked with CHN to arrange both personal financial plans and company pension arrangements etc.. I appreciate their professional yet personal approach and the fact you are not bombarded with jargon and technical info. Straight talking, solutions based - highly recommended.”

5Superb2 Reviews

“Matthew was extremely patient and answered my basic questions about how pensions work, which was otherwise a mystery to me. Whether it's the basic broad brush-strokes or a highly detailed plan of action that you need, Matthew is your man. Recommended.”

0Na0 Reviews