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Your financial future deserves clarity

Approach

At the heart of our business is a commitment to more than simply providing financial advice. We are your long-term partner, dedicated to protecting what matters most, building your wealth, and helping you plan with financial confidence for every stage of life. Our purpose is to make high-quality, independent advice accessible to all, bringing clarity to complex pension and investment decisions so you can move forward with confidence and control.

Independence is fundamental to the way we work. With no ties to banks, insurers, or product providers, we have the freedom to search the entire market for the solutions that best align with your objectives. Every recommendation is informed by a deep understanding of your goals and delivered with complete transparency, fairness, and an unwavering focus on your best interests.

Our qualified and vetted adviser is supported by a skilled analyst team and dedicated client support staff. This collaborative approach ensures every recommendation is underpinned by robust research, in-depth analysis, and meticulous administration, allowing our adviser to focus fully on delivering clear, high-quality advice designed to help you achieve your financial ambitions.

Services

Saving & Investments

Saving & Investments

Start building your financial future with confidence. Whether you’re new to investing or looking to enhance your existing portfolio, we offer expert advice tailored to your unique goals. Our approach considers your risk tolerance, time horizon, and financial aspirations to create a diversified strategy that keeps you on course toward achieving financial success.

Retirement Planning

Retirement Planning

Plan for a financially secure and fulfilling retirement with expert guidance. Whether you’re starting your savings journey, nearing retirement, or already retired, we provide personalised advice to help you make the most of your pension savings. Our bespoke solutions guide you through various pension options, including workplace pensions and Self-Invested Personal Pensions (SIPPs), crafting a retirement strategy tailored to your unique needs and goals.

Inheritance Tax Planning

Inheritance Tax Planning

Planning ahead helps ensure your estate is managed according to your wishes after your death, we can help you maximise reliefs and exemptions to reduce the impact of Inheritance Tax.

Financial Protection

Financial Protection

Safeguard your future with comprehensive protection solutions tailored to your needs. We provide expert advice to help you navigate the complexities of life, critical illness, and income protection insurance. Whether you’re looking to protect your family, your income, or your assets, we work with you to develop a personalised plan that offers peace of mind and financial security when it matters most.

Our Process

How It Works

We strive to make financial planning simple and accessible. Here’s how it works:

Begin by booking a complimentary discovery call via our website. Should we agree that there is a strong basis for working together, we will arrange an initial consultation lasting approximately 90 minutes. This meeting can take place at your home, virtually, or in one of our meeting rooms located in Leeds, Harrogate, Bradford, or Sheffield.

During your consultation we will:

  • Introduce our services and explain the value of independent advice.
  • Understand your financial goals and priorities in detail.
  • Review your full financial situation to ensure an accurate and personalised plan.
  • Assess your investment experience and attitude to risk.
  • Show how we can support your plans with a clear and structured roadmap.

Following your initial consultation, you will receive a comprehensive, tailored recommendation designed around your unique financial priorities. This will include:

  • A personalised plan shaped around your individual circumstances
  • Strategic cashflow forecasts to help you achieve your goals
  • Assessment of tax considerations relevant to your financial plan
  • Full transparency on all fees and charges before you proceed
  • Clear answers to any questions or concerns you may have

Should you choose to move forward, our team will handle every stage of the process, managing all arrangements on your behalf and keeping you informed until everything is complete.

Financial planning doesn’t end with implementation. We provide ongoing support, including:

  • Annual reviews to reassess goals, track progress, and update plans.
  • Continuous monitoring of investments, market trends, and strategy.
  • Annual suitability and risk profile checks to maintain compliance.
  • Year-round expert support with updates on markets, performance, and legislation.

This structured approach ensures your financial plan remains aligned with your objectives and adapts to life’s changes.

Appointments are scheduled through Microsoft Bookings. By clicking the ‘Book Discovery Call’ button, you will be redirected to Microsoft’s website. WealthConnect Financial Planning Limited is not responsible for the content or policies of external sites.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual’s unique circumstances. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Why Choose Us

As Your Trusted Financial Adviser

Proven Expertise

With nearly a decade of experience in financial services, We provide clear and actionable advice tailored to your unique goals.

Personalised Solutions

Your financial plan is as unique as you are. We craft bespoke strategies to align with your needs, aspirations, and circumstances.

Transparent Guidance

We prioritise honesty and clarity, ensuring you understand every step of the financial planning process, including fees and outcomes.

Comprehensive Support

From savings to retirement planning, We offer a full range of financial services designed to secure your future and protect your legacy.

Ongoing Commitment

Financial planning is a journey. We provide continuous support and annual reviews to adapt your plan to life’s changes.

Local and Accessible

Based in West & South Yorkshire, We offer flexible consultation options, including in-person sessions at a location convenient for you, or virtual meetings.

Get In Touch

Schedule Your Consultation

Schedule an appointment with our expert adviser to receive personalised solutions tailored to your unique financial goals.
Before booking, please let us know the specific financial goals or challenges you are seeking advice on. Once we receive your details, we will contact you to confirm your appointment.

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