Pensions remain one of the most tax efficient ways of investing and preparing for retirement. If you want to look at your own pension arrangements or find out about the possibility of providing pensions for your employees, we can help. Whether you are a business owner, employee or self-employed, we can offer pension advice Leeds on all aspects of retirement planning from Stakeholder Pensions to Bonds

When you retire, you may have come to believe that the annuities offer from your existing pension company will be equally good, or even higher than you might expect from another company. Unfortunately, this is rarely the case, and the difference between the best annuity provider and the worst may amount to thousands of pounds.

You have the right to transfer your pension fund to whichever company offers you the highest annuity rate, and we will investigate the market for the best annuity deal for you.

We offer independent retirement advice Leeds to meet all your financial needs, including pensions, investments, life and critical illness insurance, mortgage and inheritance tax planning.

Whatever you want to discuss you can email either Damian on the links above or call 07912 076 990.

We are based in Huddersfield, West Yorkshire but also offers services to clients in the surrounding areas of Halifax, Elland, Bradford, Huddersfield, Wakefield and Sheffield.

Look to hearing from you!

A Leeds independent financial adviser can help you with many financial areas. All the typical areas, buying a house or remortgaging through mortgage products. Other areas include retirement planning through funding for retirement with a pension, and also tax advantages through annuities. Other common areas are investments, that is a lump sum or regular contributions. Tax efficient investments include ISA. Other solutions may include investment bonds, investment trusts, unit trusts and OEICs.

In addition to the above products Leeds Independent Financial Adviser can offer protection for both domestic recommend solutions and business protection. Products we offer include typical life insurance and critical illness cover, family income benefit, accident and illness policies, etc

Although based in Leeds as an independent financial adviser I cover areas within 45 minute drive, including Halifax, Wakefield Leeds and Bradford.

Whatever your needs or requirements, e-mail, Damian on the links above or call me on 07 912 076 990.

There is no charge for an initial consultation and you are not obligated to accept any financial advice that is offered by our consultants.

If you’re looking for an IFA in Leeds, you have come to the right place. Whether you financial advice on Mortgages, Pensions, Protection of Investments, we can help. The process is straight forward & as our logo says we put your needs before ours. We’re an IFA service visits clients in their own homes in the Leeds area.

The process works in 3 parts. The first thing you can call me or ask on this page using the IFA Leeds form. Then we’ll have an initial chat to make sure I can help you with your inquiry. A personal face meeting is usually made at home. This makes it easier for you & unlike a visit to the bank or building society don’t book time off work or even park the car in the city.

To know more please ring me at the above e-mail data.

When the fact that the find has been done, I usually make an appointment for a few days in advance, or sometimes a few weeks, depending on the product. During this time I’ll carry out all necessary research & find you the best possible solution for your situation. As Leeds IFA, I’ve access to hundreds of different products, & the solution is tailored to your unique situation.

The largest face to face meeting is to learn as much as possible about your circumstances. I’ll ask about your income & expenses & other factual information. In addition, it’s important to know how you feel about other soft facts, these can often be as important to assess your risk profile & attitude to risk.

IFAs Leeds was created to meet the growing demand for independent financial advice throughout Leeds.

We are an independent and impartial advice accompanied by IFAs in the Leeds area specializing in mortgage, insurance, debt counseling, buildings and home insurance, critical illness insurance, income protection, business protection and commercial financing.

We offer all types of pension and investment advice. We also assist with financial planning for retirement, to build a secure future for you and your loved ones.

If you are looking for an IFA in Leeds, you’ve come to the right place. Whether you need financial advice on mortgages, pensions, protection or investment we can help. The process is straightforward, and as our logo says we put your needs ahead of ours. We are an IFA service offering appointments for home visits in the Leeds area.

The process works in three parts. First, you can call me or ask on this page using the form Leeds IFA. So we have an initial conversation to make sure that I can help with your question. A face to face meetings are normally made in your home. This method is more convenient for you and unlike visiting the bank, or you do not need to book time off work or park your car in the city.

When the fact that the find has been done, I usually make an appointment for a few days in advance, or sometimes a few weeks, depending on the product. During this time I’ll carry out all the necessary research and find the best possible solution for your situation. As a Leeds IFA, I have access to hundreds of different products and solutions tailored to your unique situation.

The largest face to face meeting is to learn as much as possible about your situation. I want to ask about your income and expenses, and other facts. Appendix is important to find out how you feel about other soft facts, these can often be as important in assessing your risk profile and attitude to risk.

For just a chat or more in depth service please call our IFA based in Leeds on 07912 076 990 or e-mail contact form on this page.

We do not charge a broker fee. Instead we aim to build a life long advisor relationship where we will look after your financial interests, for many years to come. In fact our reputation speaks for itself with most of our business coming from recommendations and repeat business.

We tend to work on a 2 appointment basis where we will initially gather all the information and your goals. On our 2nd appointment we will make recommendations and offer specific advice to your circumstances.

To see if we can help you either fill in the form to the right or ring us on:

0845 094 5262 or Mobile 07912 076990