3 Best Financial Services in Leeds, UK

Expert-recommended Top 3 Financial Services in Leeds, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

9+ YEARS IN TBR
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AGE PARTNERSHIP LIMITED

2200 Century Way, Thorpe Park, Leeds LS15 8ZB, UK Directions

Since 2004

Speciality:

Equity Release Home Pensions and Retirement Mortgages and Insurance Lifetime Annuities Fixed-Term Annuities Pension Drawdown Pension MOT Service Pensions Advice Service Mortgages Home Insurance

Age Partnership Limited is an award-winning financial planner that has transformed the lives of its clients by helping the UK's over-50s. 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 its significant in-house training and development facilities and a culture that prioritises 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.

2025 Update: As retirement specialists, they offer you a range of services tailored to support you as you approach retirement and beyond. They are proud to have been providing retirement finance advice to their customers for over 20 years. They provide initial advice for free and without obligation.

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Investor in Customers®Gold in 2024
Registration 09073284

Contact:

0808 055 5222

Mon-Fri: 9am - 8pm
Sat & Sun: 9am - 6pm

TBR® Inspection Report:

Haighwood Financial Services
Haighwood Financial Services
Haighwood Financial Services
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HAIGHWOOD FINANCIAL SERVICES

Unit 12 Cliffe Park Way, Bruntcliffe Road, Morley, Leeds LS27 0RY, UK Directions

Since 2014

Speciality:

Protection Investments and Financial Planning Life and Protection Insurance Home and Contents Insurance Corporate Solutions Mortgages

Haighwood Financial Services has worked quickly and efficiently, and they provide advice that clients can understand and trust. 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 personalised 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.

2025 Update: Their principles at Haighwood Financial Services are built around a drive to help you and your family.

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Registration 9042469

Contact:

0113 350 7035

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

3+ YEARS IN TBR
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LAZENBY'S FINANCIAL SERVICES

1st Floor Stable Mews Beechwood Estate Elmete Lane, Roundhay, Leeds LS8 2LQ, UK Directions

Speciality:

Pension Consolidation Financial Planning Investment Management Wealth Management Asset Management Estate Planning Inheritance Tax Planning Retirement Planning Pensions Advice Ethical Investments Personal Protection Business Protection Insurance

Lazenby's Financial Services is an independent financial adviser that promises personal service and unbiased advice with a bespoke financial plan. 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. 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.

2025 Update: Lazenbys Financial Services is authorised and regulated by the Financial Conduct Authority. The firm has offices in Harrogate, York and London. You can contact them to book a free consultation.

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Registration 08241393

Contact:

0113 322 0701 0113 322 0700

Mon-Sat: 10am - 9pm
Sun: Closed

TBR® Inspection Report:

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