Your ideas deserve expert support. Our Leeds wealth management team provide comprehensive financial advice, investment management services, and private banking facilities – shaped around your specific needs. Whether you’re a private client planning your future, an intermediary serving your clients, or a charity advancing your mission, we’re here to help you move forward with confidence.

Let’s turn your goals into action. Get in touch today.

How to get to the office

Our Leeds office is based in the city centre, a seven-minute walk from Leeds railway station.

Walk north-east on Aire St towards Wellington St

Sharp left onto Wellington St

Slight left to stay on Wellington St

Turn left

Key contacts

Private Client

Paul Redfearn

Senior Director, Head of Office – Leeds

Intermediaries

Owen Woolfitt

Business Development Manager

Charities

Max Munsey

Associate Director, Wealth Manager

Contact us

I am ready to start a conversation

Find out how we can help guide your wealth journey.