Working With You

Our relationships are built on many years, often across family generations, of trust and honest, independent advice

About The Investment Advice Company

We are a modern thinking Financial Planning practice based in Leeds, West Yorkshire committed to providing expert financial advice across a range of different financial requirements from retirement planning, tax planning, investments and life cover.

Why Work With The Investment Advice Company?

Working with us, you will receive the highest quality financial advice for your circumstances. We will work together with you going forward to ensure your financial plan remains on track to meet the lifestyle you require.

Whether you’re looking at retirement planning, seeking to invest a lump sum, making regular savings or concerned about a family member needing care we provide expert advice to a range of clients.

We’ve been able to add value to each of our client relationships whether improving returns, reducing tax or providing a general financial helping hand.

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Your Adviser

Stephen holds the Advanced Diploma in Financial Planning. In addition to this Stephen has proved his knowledge, expertise and ethics and achieved the individual Chartered Financial Planner title and in 2012 became a Fellow member of the Personal Finance Society.

Stephen works alongside a number of highly respected Solicitor and Accountancy firms across the region.

Clients of The Investment Advice Company benefit from Stephen’s ever updating knowledge through a structured CPD (continuing professional development) programme and his passion for financial planning and investment research.

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What Are Your Charges?

Each client relationship is unique, and so each fee arrangement is different. It varies on the scope of advice that is required, and the amount of work needed. Written fee proposals are always provided in advance, to be agreed with you before any chargeable work begins. Please see our Charges & Fees page for some examples of our charges.

Working with us, our clients have often experienced lower portfolio costs than before and we will always remain competitively priced against our competitors to ensure good value expert financial planning.

To further help understand the cost of financial advice you can see more information on the average types of charges for different types of advice work at the Moneyhelper website