BEST LOCAL RATED
TAX & ESTATE PLANNING
LEEDS
Expert recommended Best Local Rated Tax & Estate Planning in Leeds. All of our Tax & Estate Planning face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.
Kirk Newsholme Chartered Accountants & Business Advisors
4315 Park Approach, Thorpe Park Gardens, Leeds LS15 8GB
What We Offer:
Both have clear advantages. Big firms can provide safe hands… ample resources… and the capacity to see the big picture, not just the fine print. But small firms often act faster… communicate better… and tend to value your business more highly because it means more to them. Wouldn’t it be better to have both… large firm expertise and small firm attention? We believe you can. And that, in a nutshell is why you should choose Kirk Newsholme. In terms of scale, our seven partners retain a hands-on approach while leading a team of more than 40 professionals. So we’re big enough to devote all the right resources to your business. But there’s more to it than this… Kirk Newsholme don’t just serve our clients – we know them. We know them as people, as well as businesses, and that’s how we relate to them: on a human scale. Productive, open and honest relationships between committed individuals – this is what we believe business is all about. It’s also what gets us out of bed in the morning!
SPECIALITY:
Auto-enrolment, Tax Planning Services, Audit & Auditing Services, Business Outsourcing Services, Business Development & Training, Fundraising & Business Plans, Financial Planning,
Sage Business Partner, Emerging Businesses, International Businesses, Cloud Accounting, Performance Improvement Programme,
Established Since :
GET IN TOUCH
- www.kirknewsholme.co.uk
- 0333 240 1333
- enquiries@kirknewsholme.co.uk
- 4315 Park Approach, Thorpe Park Gardens, Leeds LS15 8GB
- Monday - Friday : 9am–5pm
- Saturday - Sunday : OFF
REVIEWS
I have used Kirk Newsholme as my accountants for fifteen years now, and I have never been less than extremely impressed by the level of service and expertise provided. As an author, my finances have occasionally been complicated, but everyone I have ever worked with at Kirk Newsholme has always been friendly, supportive, and incredibly timely and efficient at dealing with both my everyday finances and the complications that have arisen along the way. I would have been lost without them, and I recommend them strongly and without reservation.
Kirk Newsholme have been our accountants for a couple of years now. we moved from a large firm where we felt at times low on their list of priorities. Our experience of Kirk Newsholme has been the exact opposite. We are thrilled with the service they provide. Their partners and staff are immediately available and provide excellent advice and friendly support which I have personally found invaluable. we would highly recommend them.
Lazenby's Financial Services - Financial Advisor & Mortgage Broker in Leeds
Clayton Wood Close, First Floor Office Suite Butonia House, Leeds LS16 6QE
What We Offer:
I’m here to give advice on your investments and pensions so they work hard for you and to give you the trust and security your life savings deserve, after all you’ve worked hard to earn this money so it makes sense that it works hard for you. I started Lazenby’s so I could give advice free of provider, bank and large company influence. At Lazenby’s our existing clients are as important as new clients and get seen at least once a year, and that’s written into our agreement with them. I don’t talk products I give advice about what your money is to be used for now and in the future, when do you want to retire, what will you do, what’s the number you need to retire in comfort? What’s the point of investing your hard earned cash if you’re not sure of your goal or time frame. As an expert in investment advice, having invested millions of pounds since I set up Lazenby’s Financial Services, I’m a trusted experienced pair of hands for your money and your aspirations. I use my experience of over 20 years managing money with hundreds of clients alongside cutting edge advice software to plan your financial future for you and your family.
SPECIALITY:
Investment Management, Wealth Management ,Asset Management ,Estate Planning, Inheritance Tax,Retirement ,Pension,Protection ,Mortgage,Financial Planning,
Established Since :
GET IN TOUCH
- www.lazenbysfs.co.uk
- 0113 322 0700
- advice@lazenbysfs.co.uk
- Clayton Wood Close, First Floor Office Suite Butonia House, Leeds LS16 6QE
- Monday - Friday : 9am–5pm
- Saturday - Sunday : OFF
REVIEWS
Lazenby’s were great. Very easy to reach if needed and helped explain everything in laymen terms.
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!
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!
iWealth Ltd
20 Parklands Cl, Moortown, Leeds LS17 6TA
What We Offer:
As Financial Planners, we address not only immediate challenges but also your future aspirations and needs. We never simply sell you a product and we always deliver thoughtful recommendations within the context of your goals. As awarded by the Chartered Insurance Institute (CII), Andrew’s individual Chartered status is the ‘gold standard’ of financial planning and positions him amongst the UK’s leading advisers and planners. Find out more here. We offer independent advice; the recommendations we make are therefore unbiased and unrestricted. We have the freedom to choose the best option for you, from the entirety of the market, when implementing our plans.We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice. You can learn more here.
SPECIALITY:
Financial Planning Process, Our Investment Philosophy, Based On Value Added
Established Since :
GET IN TOUCH
- www.iwealth.net
- 0113 880 0440
- hello@iWealth.net
- 20 Parklands Cl, Moortown, Leeds LS17 6TA
- Monday - Friday : 8am–8pm
- Saturday - Sunday : OFF
REVIEWS
We always feel that Andrew really listens to us and that his advice is professional and in our best interests.
Andrew has helped arranging Pension and ISA’s for me and putting a future plan together. He always takes on board what I’m looking for and offers professional advice and feedback to come up with the best options for me.
Andrew has helped me to arrange my pension fund to provide a balance of growth and income. He thoroughly investigated my attitude to risk, not only to enable him to make appropriate recommendations but, I dare say, to save me from myself. He has provided me with regular updates and a thoroughly professional friendly service. Ultimately, the performance of my pension fund is what matters and whilst this can never be guaranteed, to date, I am perfectly happy.
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