Wealth management firms in Leeds or Manchester

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We're looking at working out a plan within the next few months taking in our investment and tax situation and financial affairs in general. Can anyone recommend a wealth management firm in ideally Leeds or alternatively Manchester who would be able to help with this?

I've done some research and come up with Brown & Shipley, Investec and Close Brothers so far. TBH we'd rather use a decent size established firm rather that a one-man band setup as we'd feel more secure with them. Also we'd like to be able to meet face-to-face hence the need to be localish.

Thanks

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^^^^^^ It's more about the near future and beyond as things are about to get interesting


Thanks for the suggestion deuchars, they'll be perfect as their website states that they deal with many self-employed partners with is just what we need.

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ellroy said:

Rough idea of the value of assets you're talking about?

There are minimums for many of the bigger players these days.

Just revisiting this thread - do you work for a relevant firm yourself? I noticed a post of yours elsewhere where you mention that you're in private banking.