Financial adviser in North Leeds
Chartered financial planning for Alwoodley, Roundhay, Harewood, Horsforth and the rest of north Leeds, from our office about 8 miles away near Harrogate.
Financial planning for North Leeds
North Leeds runs from the edge of the city out to Harewood and the Wharfe, taking in Roundhay Park, the golf courses around Alwoodley and the suburbs along the A61 and A660. Many of the people we help here are professionals and business owners in their fifties and sixties with a lot riding on the next few decisions.
Typically that means pensions to turn into income, a valuable home, investments in several places and grown-up children to think about. We pull it into one plan, show you what’s possible, and keep it up to date as the rules change.
This page also covers Roundhay, Harewood and Horsforth.
- Nearest office
- Harrogate office, about 8 miles from Alwoodley as the crow flies
- Meetings
- At our office by appointment, or by video and phone
- First conversation
- Free, and with no obligation
- Call us
- 01423 611004
What north Leeds clients usually ask us
- “How much can we spend in retirement?” We build a cashflow model of your household and test it against the things that worry people: markets, inflation, care costs and living longer than planned.
- “What do the 2027 pension changes do to our estate?” If your pensions were part of what you planned to pass on, the answer can be a lot. We show the before-and-after and the options.
- “We’d like one adviser, not five.” Full advice gives you a dedicated planner who looks after investments, pensions, tax planning and protection together, with an open door when something comes up.
Our services in North Leeds
Financial planning in Harrogate
A plan for the life you want, built around cashflow modelling and reviewed every year. Investments, tax and protection in one place.
Pension planning in Harrogate
Know when you can stop work and what you can spend. We plan contributions, drawdown, transfers and how your pensions sit with the 2027 tax changes.
Inheritance tax planning in Harrogate
Pass on more of what you’ve built. Gifting, trusts, business relief, and what pensions entering the estate from April 2027 means for you.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
North Leeds: your questions
Do you have a Leeds office?
Our nearest office is at Haggs Farm, Follifoot, near Harrogate, about 8 miles from Alwoodley and Roundhay. Many north Leeds clients meet us there; others prefer video.
Are you independent?
Yes. We’re independent financial planners, so we can recommend products and providers from across the market rather than a single range.
What areas of Leeds do you cover?
We work across Leeds and beyond, but north Leeds (Alwoodley, Roundhay, Moortown, Adel, Harewood, Horsforth and Bramhope) is closest to our Harrogate office.
Let’s chat
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.