Age Partnership Limited, headquartered in Leeds, is a distinguished financial planning firm that has received accolades for its outstanding services. Specializing in retirement planning, the firm is under the leadership of Founder and Group Chairman, Andrew Thirkill. Notably, they proudly hold the distinction of being the UK's leading equity release advisor. Age Partnership Limited excels in establishing strong client relationships, guided by two fundamental objectives: delivering the best value and the highest level of service. In addition to their expertise in equity release, they also offer a range of other retirement income services, encompassing Pension Income, Mortgages, Insurance, and forward-looking financial planning. To provide accessible support, Age Partnership Limited operates seven days a week, ensuring that you have the resources and guidance you need to determine if releasing equity from your home aligns with your financial objectives.
UNIQUE FACTS:
• First Class Service
• Over 19 Years Of Experience
• Supplement Your Income
• Provide Free Calculator.
Best Financial Services in Leeds
Expert recommended Top 3 Financial Services in Leeds, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
AGE PARTNERSHIP LIMITED REVIEWS
Thank you Age partnership for helping us in releasing equity release on our home. Thanks for the professional information that contributed to the completion of our agreement with Age partnership. Thanks for the prompt way our transaction was dealt with and the very kind peoples involved al together at Age partnership. We now can have upgrades done in our home that otherwise would probably have to wait a long time to get repaired. And not only that we now know that if we get stuck in the future we are able to call on Age partnership at any time for their help in future funding. Thank you Age partnership.
A very good service. Although doing something like this is quite daunting I always felt I was in safe hands and that I was being all the information I needed to make informed decisions. They were very thorough, efficient and courteous. They were also very fexible when we changed the amount we required. The staff were all very friendly and helpful. The only very slight critisism I would have is that a couple of the voice mails were not particularly audible. This is not enough to change my overall score from a 5.
A totally professional and life enhancing experience. We can simply praise Age Partnership to the highest level. More than happy to recommend to everyone.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
iWealth Financial Ltd, an Independent Financial Planner situated in Leeds, is led by its founder, Andrew, who boasts an extensive background in the financial industry spanning over fifteen years. Andrew's expertise is centered around assisting high earners, business owners, and individuals approaching retirement, providing tailored guidance on various financial aspects, including pensions, Inheritance Tax, and estate planning. Andrew's mission aims to help individuals maximize their financial resources and efficiently pass wealth on to the next generation while mitigating tax implications. The firm specializes in delivering independent advice across a spectrum of financial areas, encompassing pensions, investments, estate planning, retirement, and tax planning. Their approach is marked by a holistic and personalized financial process that seeks to address the unique needs and circumstances of each client. The dedicated financial adviser collaborates with business owners, high earners, and retirees, ensuring comprehensive coverage of all your financial requirements and delivering optimal solutions to address any identified gaps in your financial situation. To embark on your financial journey, reach out to them today to arrange an initial meeting.
UNIQUE FACTS:
• Online Appointments
• Onsite Services
• Certified Planners.
Speciality:
Award:
Contact:
Working Hours:
Sun: Closed
TBR® Inspection Report:
IWEALTH FINANCIAL LTD. REVIEWS
I have been a client with iWealth and Andrew for about 4 years now. Andrew is very approachable and is knowledgeable in all things financial and investment wise that keeps me updated and informed on a regular basis. I wouldn't hesitate in recommending iWealth to anyone looking for a personable and efficient Financial Advisor.
After finding iWealth's website appealing and informative I called up with an inital enquiry. I found the call welcoming, empathetic, professional and informative, so thank you. I have no hesitation recomending this service.
I have used iWealth to help me with my pensions ready for retirement in 4 years. Andrew has been extremely patient at explaining the complicated variety of pensions I hold (in lay-mans terms) and option I have on offer. I would not hesitate to recommend iWealth to friend and family.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Lazenby's Financial Services, situated in Leeds, provides independent financial guidance and services. Regardless of where you currently stand on your financial planning journey, their team of seasoned independent financial advisors is committed to assisting you in constructing a solid foundation for a secure future. They offer comprehensive financial planning services tailored to your specific needs. Whether you seek advice on pensions, retirement planning, investment funds, or inheritance tax planning, their adept financial advisors are at your service to guide you on your financial path and ensure the achievement of your financial objectives. In addition to serving clients in Leeds, they also extend their services to Harrogate, York, and London, catering to a wider range of clients seeking expert financial advice.
UNIQUE FACTS:
• Honest, Independent Advice
• Independent Financial Planning
• Certified Professionals.
Speciality:
Contact:
Working Hours:
Sun: Closed
TBR® Inspection Report:
LAZENBY'S FINANCIAL SERVICES REVIEWS
We've had a brilliant experience working with Dee as our mortgage advisor. We've felt like we have been in safe hands for the entirety of our house search, Dee was always available if we needed to ask any questions and we have always been impressed with the speed and proficiency she works! Being first time buyers can be quite intimidating but working with Lazenby's has honestly taken so much of the stress out of it. At no point have we felt overwhelmed or stressed or even confused with the process of sorting out our mortgage for which we're so grateful. Would 100% recommend to anyone!
Lazenby’s Financial Services - what can I say. Dee has been spectacular as our mortgage advisor for first time buyers!! We was going through our first house purchase at the beginning of the year which Dee supported us throughout but unfortunately this fell through. She kept us positive and calm which was great. We then decided to purchase a new build, with the knowledge and level of experience Dee sorted us a new mortgage offer out in a quick moment. We’re so grateful of Dee and her service - I couldn’t recommend Lazenby’s enough!
Really impressed with the service received from Lazenby's - really knowledgeable, thoughtful and helpful, with great communication throughout. Their services feel truly personalised and I was immediately put at ease with trusting Alan, Dee and the wider team with my financial decisions. Highly recommend. Thanks all!
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.