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Independent Financial Advisers

Your Financial Planning Deserves Clarity

Our Approach to Independent Financial Advice

At the heart of WealthConnect Financial Planning is a commitment to more than 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 financial advice accessible, bringing clarity to complex pension and investment decisions so you can move forward with confidence and control.

As independent financial advisers, we are not tied to any bank, insurer or product provider. We have the freedom to search the entire market for the solutions that best align with your objectives and offer you completely independent financial advice. 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 advisers are 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 advisers to focus fully on delivering clear, high-quality advice designed to help you achieve your financial ambitions.

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Independent Financial Advice Services

Saving & Investments


Savings & Investments

Our independent financial advisers can help you build and manage an investment strategy tailored to your goals, circumstances and attitude to risk. 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

Our financial advisers can help you plan for retirement with a strategy built around your finances, goals and future income needs. 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.

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Pension Advice & Consolidation

Independent pension advice and consolidation services across West and South Yorkshire, including Leeds, Sheffield, Wakefield, Barnsley, Rotherham and Huddersfield.

Inheritance Tax Planning

Inheritance Tax Planning

Our financial advisers can help you plan how your wealth and estate are managed and passed on to future generations. We can help you maximise reliefs and exemptions to reduce the impact of Inheritance Tax.

Our Process

How It Works

Our independent financial advisers follow a clear, structured process designed to make financial planning straightforward and easy to understand.

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, Sheffield or Barnsley.

During your consultation, we will:

  • Introduce our services and explain how independent financial advice can support your goals.
  • 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 risk tolerance.
  • Show how we can support your plans with a clear and structured roadmap.

Following your initial consultation, your financial adviser will prepare a comprehensive, personalised recommendation based on your circumstances, financial priorities and long-term goals. 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 once your recommendations have been implemented. Our financial advisers provide ongoing support to help keep your financial plan aligned with your circumstances and long-term goals, 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 Our Independent Financial Advisers?

Proven Expertise

With nearly a decade of experience in financial services, our advisers provide clear, personalised advice shaped around your circumstances and long-term goals.

Personalised Solutions

Your financial plan should reflect your individual circumstances, priorities and long-term goals. We provide personalised financial advice designed around what matters to you.

Transparent Guidance

We provide clear and transparent financial advice, helping you understand our recommendations, the costs involved and what they mean for your financial plan.

Comprehensive Support

From pensions and investments to retirement and inheritance tax planning, we provide financial advice across a range of areas to help you plan for your future.

Ongoing Commitment

Our financial advisers provide ongoing support and regular reviews to help keep your financial plan aligned with changes in your circumstances, priorities and long-term goals.

Local and Accessible

Based in West and South Yorkshire, our financial advisers offer flexible consultation options, including face-to-face appointments at our meeting locations and remote meetings by phone or video call.

Get In Touch

Start with a Discovery Call

Book a complimentary discovery call with one of our independent financial advisers to discuss your circumstances, financial goals and the areas where you may need advice. When arranging your call, please share the specific areas you’d like help with so we can tailor the discussion to your needs.

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