Wealth Management & Financial Advice in Leeds

Professional financial services in Leeds, designed to help you make confident decisions about your wealth, family and future.

Yorkshire

Helping individuals, families and business owners make confident financial decisions.

Leeds is where Progeny’s story began and remains home to our registered office today. From our headquarters in the heart of the city, our Chartered advisers help individuals, families, professionals and business owners navigate life’s most important financial decisions.

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Advice you can trust

  • Progeny Wealth Limited is authorised and regulated by the Financial Conduct Authority.
  • We are proud to hold Chartered Financial Planning status, reflecting our commitment to professionalism, integrity and high standards of client care.
  • Progeny Wealth was named Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26.

Book a consultation with an adviser in Leeds

Contact us
Progeny Leeds office

See the bigger picture

Financial decisions are connected. Our specialists work together across planning, tax, legal and asset management to help you make confident decisions.

Connected financial planning

Feel confident about what’s next

As life changes, your priorities can too. We build long-term relationships to help keep your plans aligned with your goals.

Long term financial planning

Build a plan designed to last

Our Chartered financial planners create resilient strategies that support your ambitions today and prepare you for the future.

Local expertise and national strength

Benefit from local expertise and national strength

Enjoy a personal relationship with a local adviser, backed by the expertise and resources of a nationally recognised Chartered firm.

How we can help

Our Leeds financial planners take the time to understand your goals, priorities and circumstances before creating a strategy tailored to your life.

Whether you’re building wealth, preparing for retirement, supporting family members or planning your legacy, we’ll help you move forward with clarity and confidence.

Financial Advice Leeds

Our Leeds financial planners take the time to understand your goals, priorities and circumstances before creating a strategy tailored to your life.

Mortgage Advice Leeds

Our independent mortgage advisers in Leeds provide advice tailored to your circumstances, helping you navigate complex lending decisions.

Alternative Investments

Alternative Investments are financial instruments that offer specific tax benefits to clients.

Retirement Planning

Planning for your future is made easier with Progeny.

Estate planning

Considering what happens to your estate when you pass away can be emotionally challenging. If you live overseas away from friends and family, it can feel an even more daunting task.

Inheritance Tax Planning

With the right inheritance tax planning, you can help preserve more of your estate for the people who matter most. Our experts can help you create a clear and efficient succession plan.

FAQs

Our Leeds team provides financial planning, mortgage advice, pension advice and wealth management services. Through our connected approach, clients can also benefit from specialist expertise across tax, legal and asset management where appropriate.

Financial planning provides the foundation for confident financial decisions. It helps bring clarity to your goals and creates a framework for managing wealth, planning retirement, supporting family priorities and building a lasting legacy.

Look for a firm that is authorised and regulated, has strong professional credentials and takes the time to understand your goals and aspirations. It can also be valuable to work with a firm that offers access to wider expertise, ensuring every aspect of your financial world is connected and working towards the same objectives.

Pension advice can help you understand your current position, assess future income needs and develop a strategy for retirement. This may include reviewing personal pensions, workplace pensions, retirement income planning and wider wealth considerations.

Location
Leeds
1A Tower Square
Leeds
LS1 4DL
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Speak with a local Financial Planner

Request a free, no‑obligation consultation using our online form. It’s an easy way to explore how our connected advice can support your goals

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Meet our Leeds team

If you’re looking for a financial adviser in Leeds, you’ll find us at 1A Tower Square, Leeds, LS1 4DL, in the heart of the city’s Financial and Legal District.

Our office is approximately five minutes’ walk from Leeds Train Station, with nearby bus links and client parking available by prior arrangement.

Our team
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