Financial Services in Leeds

I have devoted my working life now spanning in excess of 20 years to helping others make the most of their money and realise their financial goals. Over the years I have worked for a large General Insurance Brokers with a Financial Services arm and in 2004 I purchased the Financial Services business. I have attained the Diploma in Financial Services. In 2010 I saw that I could provide clients with a better service and the best possible advice by becoming a Partner of St. James's Place Wealth Management as part of the process. Now as a Director of CDB Leeds Ltd I promote the development of lifelong relationships with clients helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Outside of my working life I spend my time indulging in my passion for football (in particular Leeds United) and fine dining with my wife and friends.

Welcome to the CDB Leeds Ltd Practice, wealth management and financial planning specialists serving individuals, families and businesses in the Yorkshire area. Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed. I hope you find this website of interest. Please do not hesitate to Contact us with any queries.

Members of the St. James's Place Partnership are called Partners in recognition of their common purpose and shared values and work from a network of offices across the UK.

On average, Partners have 17 years' experience in financial services and individuals who are invited to join the Partnership are drawn from the small proportion of financial advisers working in the UK today who meet our selection criteria.

Our training and quality control procedures are equally strict and our monitoring procedure confirms that levels of satisfaction among our clients are exceptionally high.

We are able to provide advice on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.

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