Live Smart Financial Planning Ltd - Leeds

Live Smart Financial Planning Ltd, located at Airedale House, Business Centre, 423 Kirkstall Rd, Burley, Leeds LS4 2EW, is a reputable financial planning and advisory firm. They can be reached at 07977065231 or through their website: livesmartfp.com.

Specialties

As a financial planner and advisor, Live Smart Financial Planning Ltd offers expert advice in investment planning, retirement planning, tax planning, and estate planning. They are committed to providing personalized financial solutions that cater to the unique needs of each client.

Other Points of Interest

One of the standout features of Live Smart Financial Planning Ltd is their commitment to accessibility and inclusivity. Their office is wheelchair-accessible, and they offer language assistance to ensure that all clients feel welcome and comfortable. They also provide a safe and inclusive space for the LGBTQ+ community.

In addition to on-site services, Live Smart Financial Planning Ltd offers online appointments, making it easy and convenient for clients to schedule consultations. They also offer free parking for clients, which is a thoughtful and practical touch.

Client Reviews

Live Smart Financial Planning Ltd has received glowing reviews from clients, with an average rating of 5/5 on Google My Business. One client noted the firm's shrewd investment advice and personalized approach, stating that they have "drawn increasing value" from their financial relationship with the firm. Another client praised the firm's commitment to understanding their unique situation and providing bespoke advice.

Recommendation

If you are looking for expert financial planning and advisory services, Live Smart Financial Planning Ltd is an excellent choice. Their personalized approach, commitment to accessibility and inclusivity, and convenient online appointments make them a standout firm in the industry. Contact them today through their website or by phone to schedule a consultation.

👍 Reviews of Live Smart Financial Planning Ltd

Robert Arnott

5/5

I have had a financial relationship with Julian / LiveSmartFP for several years, and have drawn increasing value from that. Besides good investment performance, and shrewd advice on moving early, what I’ve really liked has been the trouble Julian has taken to understand my and my family’s situation, and to think through bespoke advice on what might work for us. We are big fans.

Loraine H

5/5

Julian is passionate about his work, very easy to deal with, and committed to getting the best outcomes. He has helped me plan better for retirement, giving clear and detailed advice. He's recommended moving my pension to a low cost platform and has been very tenacious dealing with my current provider, in the face of much misinformation and delays. His fee structure is transparent and very reasonable. I can finally relax knowing that my pension is appropriately invested. I'd definitely recommend Julian for retirement planning.

Jacqueline Davies

5/5

Recently had a review with Julian. He is very passionate about protecting my best interests. It’s good to see that he has diversified into other areas that are as equally important, for example will writing. There is no one better to do this for me as he is completely aware of my situation. Also as my daughter lives abroad, his services include guiding her in any eventuality. Great peace of mind knowing she will have this vital support from someone I trust.

Craig Emery

5/5

Feel really positive about the future with the great advice given. Looking forward to the returns. But more than that, feel well advised and in control.

Fluid34

5/5