About You

We only work with clients when we can add significant value

Our clients value professional advice in all aspects of their lives and are looking for a safe pair of hands to manage their personal finances

They are typically professionals or business owners, living or working in Leeds, Harrogate York, Wetherby, Boston Spa and the surrounding areas

Our clients are typically planning for retirement, have already reached an age where they want to stop working, or at least slow down

Our clients come from all walks of life, sharing the same goal of needing a clearly explained solution to their financial challenges

They share our family values, have a sense of humour and are actively engaged in the exchange they have with us

Why are they our clients?

Our clients all give different reasons for why they choose to work with us. Some of the most frequently heard answers include:

We’re professional, personal and a provide a friendly service

They value our advice and opinions

We’re transparent and communicate in plain English

We have a team approach to looking after them

They look after my interests for my future and my family’s future

If this is what you are looking for in an Independent Financial Adviser, please do get in touch for a chat.

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What our customers say

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

I am very happy to endorse the company as they have not only given me very sound advice, helped to save me money but also helped me to grow my investments.

I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.

We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.

I've been investing with the company for over 10 years and am very happy... The team is professional, friendly and takes time to ensure I understand the risks and benefits associated with the various offerings.

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