We're here to answer your questions and discuss how we can help with your financial goals
42 Wellington Street
Leeds, LS1 4AB
United Kingdom
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
We aim to respond to all consultation requests within one business day. For general inquiries, please allow up to two business days for a response.
The best way to get started is to request a consultation through our services page. Simply select the service you're interested in, fill out the form, and we'll be in touch to schedule your appointment.
Consultations are available in person at our Leeds office or via video call for your convenience.
View ServicesWhen you request a consultation, we'll send you a confirmation email with available time slots. Before your appointment, we'll provide a brief questionnaire to help us understand your situation better, allowing us to make the most of our time together.
Most consultations last between 60 and 90 minutes, depending on the complexity of your situation and the service you've selected.
We'll send you a questionnaire before your appointment. For best results, gather any relevant financial documents such as bank statements, investment accounts, debt information, or business financial reports.
We provide guidance and education about financial strategies and product categories, but we don't sell specific financial products. This ensures our advice remains objective and focused on your interests.
While we're based in Leeds and focus on the local market, we offer video consultations for clients in other areas of Yorkshire and throughout the UK. However, our primary expertise relates to the Leeds economic context.