Leeds, one of the fastest-growing cities in the UK, has gained reputation for its burgeoning financial sector. Hosting both old-established institutions and up-and-coming start-ups, the city has become a vibrant hub of financial innovation. Notably, wealth management start-ups are part of this impressive growth. This piece will take you on a tour showcasing some of the most intriguing wealth management start-up companies that Leeds has to offer.
Bartlett Group
Founded by a trio of experts, Bartlett Group aims to deliver versatile financial solutions to their clients. Specialising in wealth management, employee benefits, insurance, and business protection services, the company has rapidly made a name for itself within the consulting, employee benefits, and financial services sectors.
The Progeny Group
Established by Martin Hasyn, The Progeny Group offer integrated financial planning, legal and asset management solutions. Their approach to financial services and wealth management has made them one of the most esteemed companies in their sector.
2plan Wealth Management
Founded by Chris Smallwood, 2plan Wealth Management offers an all-encompassing range of financial services including wealth management, retirement planning, mortgages, digital solutions and business consulting. Their multi-dimensional approach positions them uniquely within banking, finance, retirement, and wealth management industries.
Oculus Wealth Management
Oculus Wealth Management takes pride in providing detailed, customised financial planning services, covering advice, finance, financial services, and wealth management fields.
MacIntosh James & Partners
Offering a blend of wealth management and investment solutions, MacIntosh James & Partners has a deep-rooted presence in the finance and financial service sector.
Ravenhall Risk Solutions
Ravenhall Risk Solutions provides insurance products and advisory services, excelling in the financial services, insurance, and wealth management domains.
The Corpad Group
Founded by Trevor Best, The Corpad Group is a renowned consulting firm that offers wealth management, insurance, employee benefits, and occupational pension services.
Manse Capital
Manse Capital is an independent firm, chartered and certified financial planners offering investment, retirement, and inheritance tax planning services. Their insightful approach has won them recognition in the wealth management sector.
Greaves Wealth Management
Greaves Wealth Management caters to a wide array of clients seeking quality financial planning services, operating across the advice, finance, financial services, and wealth management niches.
Andrews Gwynne
With expertise spanning across investment management, pensions, tax, trusts, and wealth management sectors, Andrews Gwynne has been a stalwart in the consulting and financial services industry.
Reach 4 Mortgage Solutions
Reach 4 Mortgage Solutions provides a wide array of services including mortgages, investments, pensions, buildings, and contents insurance services.
Yvonne Goodwin Wealth Management Limited
Yvonne Goodwin Wealth Management Limited excels at providing a comprehensive range of wealth management services and solutions within finance and financial services sector.
HKA (FS)
HKA (FS) stands tall in the industry by offering life insurance, mortgage, inheritance tax, investments, and wealth management services.
The Financial Planning Centre
The Financial Planning Centre, an angel investment and financial services company, covers a long stretch of financial services domain, including retirement and wealth management.
Keystone Financial
Founded by the experienced trio Lord Rothschild, Mark Weinberg, and Mike Wilson, Keystone Financial offers mortgages, loans, financial planning, investment & wealth management services.
In the heart of Leeds, these wealth management companies are reshaping and innovating the landscape of financial services sector, providing valuable insights, guidance and solutions to individuals and professional entities alike.
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