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Location Guide

Financial Advisers in Leeds

42 FCA-authorised advisers · Yorkshire and The Humber · 4.5★ average Google rating

There are 42 FCA-authorised financial advisers in Leeds, Yorkshire and The Humber. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Leeds advisers include Investments, Pensions and Retirement. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

0.0 mi
PensionsRetirementInvestments

Bartlett Wealth Management Ltd

FCA Verified

Leeds, LS18

0.0 mi
5.0
(5)
PensionsRetirementMortgages+1

SMG F.S LIMITED

FCA Verified

Leeds, LS17

0.0 mi
5.0
(1)
Alternative InvestmentsPensionsRetirement+2

2 Plan Wealth Management Limited

FCA Verified

Leeds, LS11

0.0 mi
MortgagesAlternative InvestmentsPensions+2

YB Financial Advisory Limited

FCA Verified

Leeds, LS27

0.0 mi
Mortgages

Lead Technologies (Europe) Limited

FCA Verified

Otley, LS21

0.0 mi
3.9
(22)
Investments

Annecto Marketing Ltd

FCA Verified

Leeds, LS21

0.0 mi
4.2
(16)
Investments

Parkway Financial Planning Ltd

FCA Verified

Leeds, LS18

0.0 mi
Alternative InvestmentsPensionsRetirement+1

Berry & Oak Limited

FCA Verified

Leeds, LS23

0.0 mi
5.0
(104)
MortgagesAlternative InvestmentsPensions+2
0.0 mi
5.0
(1)
Wealth ManagementInvestmentsPensions+1
0.0 mi

TFAS Wealth Ltd

FCA Verified

Leeds, LS1

0.0 mi
PensionsRetirementMortgages+1
0.0 mi
Alternative InvestmentsPensionsRetirement+1

Pension & Investment Partners LLP

FCA Verified

Leeds, LS19

0.0 mi
Alternative InvestmentsPensionsRetirement+1

CHN Investment Management Ltd

FCA Verified

Leeds, LS12

0.0 mi
4.9
(19)
Wealth ManagementInvestments

Waystone Management (UK) Limited

FCA Verified

Leeds, LS1

0.0 mi

Equity Release Associates Limited

FCA Verified

Leeds, LS15

0.0 mi
5.0
(1)
Mortgages

Lifetime Equity Release Ltd

FCA Verified

Leeds, LS12

0.0 mi
5.0
(56)
MortgagesInvestmentsPensions+1

Later Life Finance Limited

FCA Verified

Otley, LS21

0.0 mi
5.0
(22)
Mortgages

Foundation for Credit Counselling

FCA Verified

Leeds, LS2

0.0 mi
4.3
(173)
Mortgages
5.0
(2)
Alternative InvestmentsPensionsRetirement+1
0.0 mi
5.0
(1)
MortgagesInvestmentsPensions+1

Smart Life Cover Ltd

FCA Verified

Leeds, LS1

0.0 mi
1.0
(1)
MortgagesInvestmentsPensions+1

HINCHLIFFE, WATTS & WYATT LIMITED

FCA Verified

Leeds, LS3

0.0 mi
MortgagesAlternative InvestmentsPensions+2

St Andrew's Insurance Plc

FCA Verified

Leeds, LS1

0.0 mi
Investments
Disciplinary History

Cloverleaf Mortgages Ltd

FCA Verified

Leeds, LS18

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Dalbeath Financial Planning Ltd

FCA Verified

Wetherby, LS23

0.0 mi
MortgagesAlternative InvestmentsInvestments+2
0.0 mi
5.0
(26)
MortgagesInvestmentsPensions+1
0.0 mi
4.1
(9)
MortgagesAlternative InvestmentsInvestments+2
0.0 mi
5.0
(3)
Alternative InvestmentsInvestmentsPensions+1

Trust Leeds

FCA Verified

Leeds, LS5

0.0 mi
4.8
(6)

Link Fund Solutions Limited

FCA Verified

Leeds, LS1

0.0 mi
3.7
(3)
Disciplinary History
0.0 mi
Investments

Car Care Plan Limited

FCA Verified

Bradford, BD3

0.0 mi
2.8
(538)
MortgagesInvestmentsPensions+1

Players Cars Limited

FCA Verified

Leeds, LS12

0.0 mi
4.8
(543)
Mortgages

Paragon Financial Partners LLP

FCA Verified

LEEDS, LS12

0.0 mi
3.7
(7)
MortgagesAlternative InvestmentsPensions+2

Kew Property Finance Ltd

FCA Verified

Pudsey, LS28

0.0 mi
5.0
(18)
MortgagesInvestmentsPensions+1

ONE FINANCIAL GROUP LTD

FCA Verified

Leeds, LS19

0.0 mi
MortgagesInvestmentsPensions+1
0.0 mi
5.0
(20)
Investments
0.0 mi
InvestmentsPensionsRetirement

RSW Advisory LLP

FCA Verified

Wetherby, LS22

0.0 mi
5.0
(2)
PensionsRetirementInvestments

Redmayne-Bentley LLP

FCA Verified

Leeds, LS1

0.0 mi
3.9
(10)
Alternative InvestmentsWealth ManagementInvestments+2

Frequently Asked Questions — Financial Advisers in Leeds

How many FCA-authorised financial advisers are there in Leeds?

There are 42 FCA-authorised financial advisers listed in Leeds, Yorkshire and The Humber. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Leeds?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Pensions and Retirement are common in Leeds), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Leeds?

Financial advisers in Leeds typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Leeds regulated?

Yes. All financial advisers in Leeds must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Leeds?

The most common financial advice needs among Leeds residents include Investments, Pensions and Retirement. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in Yorkshire and The Humber