Secure your financial future

Your local Leeds Investment Managers

Build a trusted, personal relationship between you and your local Investment Manager - so we can support you to create a more secure financial future.

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Our Leeds team offers

We support a wide range of clients with our financial planning and investment management services.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you do not miss out on appropriate opportunities or are exposed to unnecessary risks.

Working with Financial Advisers

We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.

Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

Latest insights

Making a fresh start after divorce
Read Nicola's story to find out how she helped her clients, Sharon & Patrick during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.
By Nicola Loudon
Investment Manager
Charles Stanley acquires Leeds-based Myddleton Croft
By Charles Stanley
01 Aug 2019 | 2 min read

About the Leeds team

Established in 2008, our team of Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Downloads / Documents

Award-winning service

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services, we provide by both our industry peers and clients themselves.

View all our awards
2021 Wealth Manager of the Year - Leeds
2021 Investment Team of the Year - Leeds
2019 Director of the Year - Jonathan Baker

Supporting the local area

Our team looks to engage and support the local area.

Over the years, we have run several events to support the Hunslet Club

We actively support the Leeds Community Foundation.

Where to find us

We are always happy to welcome you to the Leeds office.

7 Park Row
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Leeds.

0113 200 5230 (Open Mon-Fri, 9am-5pm)

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