Independent financial advisers in Leeds
Our financial advisers in Leeds, based in the heart of the city, support around 1,200 clients in the West Yorkshire and surrounding areas with over £714m assets under management, of the overall total for the company approaching £1.8bn.
As a client, you will benefit from our collective knowledge, resource, time and expertise, while receiving independent and unrestricted advice from your dedicated adviser.
Please note: we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Contact a financial adviser
If you have £100,000 or more in pensions, savings and investments and would like to receive a free initial cash flow forecast consultation, up to the value of £500, please complete the form below.
Directions to our office in Leeds
Car - via the motorway network
Leeds has a complicated one-way system, and whether you are travelling on major roads from the North, South, East or West the most straightforward and convenient route is generally via the M621, which links from the M1 and M62. Our directions give more detail about this route as well as details about more local commuting.
The office is located less than 100 yards from Leeds City Station. Leave via the main exit, turn right past Marks & Spencer onto New Station Street and follow the road past the waiting taxi’s and the Trinity Leeds car park until you reach Boar Lane. Turn right into Boar Lane, and immediately turn right into The Bourse. TPO can be found on the first floor via the main entrance (glass fronted) at the rear of the courtyard.
0333 323 9065
The Private Office
No 2 The Bourse
Monday - Friday: 9am - 5:00pm
Our offices are accessible for wheelchairs.