Financial Advisors in Leeds, United Kingdom

We use Bob at http://www.mortgagefactoryltd.com for all things financial and he's fantastic: Robert Gill Financial Planner BA (Hons) DipPFS CeMAP Tel: 01253 894050 Mob: 07730 702911

We use Ed Morris www.morrisfp.co.uk He does everything and is based in Mansion Gate

My husband Allan Dodds is a chartered financial planner and his FB page is PPA Wealth, he also has a website. He is based in Moortown if you are interested and he deals with pensions.

Hi Chris. Our family have all used Robert Cresswell of Gordian Financial Services. His knowledge and expertise has been excellent. Although he is not local, he is definitely worth talking to. www.gordianifa.co.uk 07795 275 030. Good luck!

Paul Spooner was excellent for us and a few other friends. Highly recommended him. http://www.optimumfs.co.uk

Don't know if he's independent or not but Danny Clayton from Aston Comp.

Paul Dorward is a good friend of mine. I recommend him young Cat-weasel. I hope the running is going well!

Mark Ainsworth capital investments he in Morley if you can’t get to him he may do home visit

5 Victoria Court Bank Square Morley Leeds LS27 9SE

I’m an ex Adviser and also worked managing advisers checking they gave the correct advice . I know Mark Ainsworth as mentioned above who is good, as is my nieces husband Darren Wood he works for St James Place tel:01924 229210

Or If you need to borrow - try that new lender for migrants - WWW.WONGA-ROMA.COM - they have an introductory offer of 3000% pa.

Try Mark Fenton@Fenton Simpson in York. You can find them on face book x x

http://www.alexbianchi.co.uk./ Alex. Tell him I sent you. He was fabulous and got me mine. Lovely voice too !!! Xx

Yes! Glen Irvine of Irvine Financial - we use him x

Shona Sibary, meet Shona and Dave Stringer... Xx

Ruth Charles from R A mortgages 07879 404556

I use a bloke called Bob Wilson 01924 400886 give him a bell he's always sorted my stuff out

David Hall@Westfield group in gomersal. If ya need his number drop me a pm and will give ya it

Listen to meaningful money podcast and website. Pretty sure they even have an online course which would cover it. Also the MSE Financial education book is decent. Take Damiens Money MOT and you can get personalised feedback. Takes 5 mins and will point you in the right direction. If you really feel you need some hand holding and prepared to pay a few hundred then look for a financial planner though there really isn’t any need for what you want. Really you just need to actually read a bit of the sub, listen to some podcasts and assign yourself a weekend / days to actually sit down and properly plan things. Edit: sit and look through statements or get a bank account with Starling etc which will do it for you. Usual suspects for money drinking is - cars - bills (some if aren’t efficient) - especially Sky/TV/Internet/Phone - coffee / lunches out - subscriptions / direct debits that aren’t useful or duplicates - alcohol / smokes - weekend benders (though less in covid times) - impulse online orders / Amazon / ASOS (delete these apps for a bit) Bonus top tip: if you want something, wait a week and see if you still want it.

I really struggled with budgeting before I got Monzo which has categories to track spending and set budgets. It's integrated on Monzo and there are plenty of other options with similar budgeting features.

A couple of months ago I decided to take control of my finances. Not just budgeting, but more general info and knowledge too, I also knew I had to get to grip with my pension options. I started reading this sub (which has been a godsend!) but I also needed a bit of an immersive Personal Finance 101, and bought this book from Amazon: [Money: A User’s Guide: The Sunday Times bestselling guide to taking control of your personal finances](https://www.amazon.co.uk/dp/0008308314/ref=cm_sw_r_cp_api_glt_fabc_8J551DCV0WBZX26H4VND) Absolutely recommended - it’s pitched at people with limited or gaps in their knowledge. I read it in one day and started needing more detailed info and moved on quite quickly but it was a great starting point for me. So not quite the FA answer you were looking for, but a really good way of covering the basics. Hope it works out for you.

I'm sorry to say that but it looks like you're looking for an easy way. If you're an adult then don't expect anyone to do your job for you or take responsibility. Start reading this and other forums, gather your financial info during one weekend, start analysing and get on with it. There is no shortcut if you really want to suceed. Financial advisors won't make you wealthier, their job is to make money on you.

Hi OP, based on your post the following pages from our wiki may be relevant: Keyword|Link :--|:-- budget|https://ukpersonal.finance/budgeting/ ____ ^(I am a bot, and a very new one at that. Please contact the mods with any feedback.)

I agree with others that you're not looking for a "Financial Advisor" according to the normal professional designation. If you're looking for someone to help you prioritise your spending and stick to the plan, you'd do better talking to some friends. Note: I'm not saying you should go it alone. Self-awareness and knowing when you need help is a massive bonus. Well done for looking for it. It's just that you don't need someone who has memorised the tax code. You need someone who knows you well enough to help you identify the things that aren't worth it **to you**. What I mean is, two people could both spend a few quid a day on a newspaper and on a coffee. To the first, screens give them a headache but the paper lets them get a lot of value out of being a well-informed citizen. The coffee is mostly because they're bored waiting for the train. To the second, they buy the paper out of habit and perhaps for the crossword, but the coffee is a little ritual that has helped to steady their marriage. No one can say that newspapers are a waste of money or that coffee is a waste of money unless they know what it means to the people involved. \_\_\_\_\_\_\_\_\_\_\_\_ The one area that doesn't need such insight is what MoneySavingExpert calls pain-free savings. I can't tell you that you shouldn't heat your house as warm in winter, but I can tell you to make sure you're not spending £1100 a year if another gas company will sell you the exact same gas for £900. I suggest you work your way through the list [here](https://www.moneysavingexpert.com/family/money-help/). Since you describe yourself as "sucking at money", I'd strongly advise that you **avoid** the heading "Get paid to spend" because that one can be a trap if you're not incredibly financially disciplined. But everything else on that list, from cancelling unused subscriptions to restructuring debts, is well worth at least looking into.

I agree with the other comments - a financial advisor for that sort of money is a waste. Also, if you don't address it yourself, you will never really address it properly. From that link Ehsanit gave below: >**Can I get someone to do this for me?** > >Aaaarghhh! People ask this all the time, and I hate this question. Asking it means you've missed the whole point of MoneySaving. > >The process doesn't just save you cash, it empowers you to understand how companies will take your cash through ignorance, apathy and inertia. Yet even if that wasn't the case, there aren't any MoneySaving advisers, the service doesn't exist, and even if it did, their cost would eat up much of the gain. So basically, no - if you want the maximum benefit, do it yourself. If you want objective opinions, go onto the Debt-free Wannabe board of the MSE site ([https://forums.moneysavingexpert.com/categories/debt-free-wannabe](https://forums.moneysavingexpert.com/categories/debt-free-wannabe)), fill out the statement of affairs (there used to be a sticky for this, but it doesn't seem to be there anymore; however, this thread will show you one: [https://forums.moneysavingexpert.com/discussion/5861572/soa-statement-of-affairs-help](https://forums.moneysavingexpert.com/discussion/5861572/soa-statement-of-affairs-help)) and then post it to the site for others to comment on. They will suggest cheaper options, and believe me, they won't let you 'justify' spending on things you don't need.

Have you spoken to [Stepchange](https://www.stepchange.org/)? They will work with you to create a budget to pay down debt. Also have a read of our [budgeting wiki page](https://ukpersonal.finance/budgeting/).

Who's Andrew Haigh? Xxx

Andrew Haigh????

Sorry Catherine Andy don't do mortgages anymore xxx

Paul Hunter, very good friend of mine & probably best around here!!

Daniel Lees x

Rachel Earles her boyfriend x x

John Revans is mine and my dads he's not the cheapest but he's excellent! Not sure if he does home visits would have to ask. Can send you his no if you like? xx