3 Best Financial Services in Leeds

“Age Partnership Limited is an award-winning financial planner based in Leeds. They transform the lives of their clients by helping the UK's over-50s release over £2.2 billion from the value of their homes and invest more than £750 million in pension savings. At Age Partnership, the team is committed to excellence, supporting one another in the workplace, and encouraging engagement, learning, and growth. The business thrives due to their significant in-house training and development facilities and a culture that prioritizes customer care. As a respected and growing brand built on customer advocacy and technical expertise, Age Partnership aims to become a household name synonymous with excellence. Simultaneously, they strive to positively impact their business partners, community, and the planet.”

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“Haighwood Financial Services is a family-owned financial planner based in Leeds. Symon Stead, the firm's financial planner and director, joined the financial services industry in 1994 and trained as a financial adviser. He is passionate about advocating the value of financial planning and using technology to build personalized financial plans for clients. In early 2014, he founded Haighwood Financial Services, drawing on the extensive experience he gained through various roles in the industry. Haighwood Financial Services operates under the trading name of Haighwood Ltd, an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. With over 30 years of experience in financial services, they are dedicated to helping clients prepare financially for their future. Working quickly and efficiently, they provide advice clients can understand and trust.”

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“Lazenby's Financial Services is an independent financial planner based in Leeds. Alan Lazenby is the firm's managing director and senior financial planning consultant. Whatever financial planning services you're looking for, the team can help. Whether you're seeking pension advice, retirement planning, assistance with investment funds, or inheritance tax planning, their financial advisers are here to support you on your financial journey. As an independent financial adviser, they promise personal service and unbiased advice with a bespoke financial plan. From the outset, they focus on finding the best solution for your financial objectives and risk tolerance. They follow an in-depth process to ensure they fully understand your current situation and future goals.”

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