leeds

YOU WORK HARD, DOES YOUR MONEY?
WE WORK HARD ON YOUR MONEY!
Call Us on 0333 456 0333

castlehill

FREE PENSION AND INVESTMENT
PERFORMANCE REVIEW
Call Us on 0333 456 0333

rocks

WE CAN HELP YOU ENSURE ALL YOUR ASSETS ARE PRESERVED
AND STAY WITHIN THE BLOODLINE OF YOUR FAMILY!
Call Us on 0333 456 0333

cornexchange

FREE BUSINESS PROTECTION REVIEW TO PROTECT KEY EMPLOYEES
AND SHAREHOLDERS/DIRECTORS WITHIN THE BUSINESS
Call Us on 0333 456 0333

peacehall

ARE YOU MANAGING YOUR MONEY
IN A WAY THAT IMPROVES YOUR LIFE?
Call Us on 0333 456 0333

viaduct

YOU WORK HARD, DOES YOUR MONEY?
WE WORK HARD ON YOUR MONEY!
Call Us on 0333 456 0333

waterfall

PROTECT YOUR INCOME CEASING IN THE EVENT
OF LONG-TERM ILLNESS OR INJURY.
Call Us on 0333 456 0333

Utopia Group – Independent Financial Planning

IN RECENT REVIEWS 100% OF OUR
CLIENTS RATED OUR SERVICE 9/10 OUT OF 10
Call Us on 0333 456 0333

WORKING WITH YOU FOR
A BETTER FUTURE – WHY US?

The Utopia Group is a small family run Yorkshire Independent Financial Advisors and we care passionately about our clients. We believe great financial advice is at the core of building a more certain financial future for all our clients.

Now that substantial pension changes have been implemented, giving freedom and flexibility with your retirement options, you may weli need Financial Advice that is:

    • Free
    • Impartial
  • Face to Face

This is an area that we have vast experience in, and which we can help you with, contact us for more details

We can provide you with a specialised Pensions Audit. Initially we will obtain a letter of authority from you allowing us to contact the relevant insurance companies on your behalf with regard to your existing arrangements with them. Once the policy information has been supplied to us, which can take up to four weeks, our Financial Planners will be able to carry out an audit on these policies, and we will contact you again to arrange a second Leeds based meeting so that they may discuss their findings with you in more detail.

  • We provide...

    A high quality professional financial planning service

  • We believe...

    That professional financial advice can add significant value to individuals and to businesses

  • We offer...

    A clearly defined service, transparent fee structure and an effective service proposition

  • In simple terms...

    We put our clients’ best interests at the heart of the business

LATEST NEWS

Educating future generations

As you will know from previous posts, supporting the local community…
Utopia Group - Independent Financial Planning

Utopia Group become ISO certified for another year

We pride ourselves on providing the best service we can to clients…
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Utopia Group celebrate 10 years' incorporation

We’ve been delighted to celebrate this month our 10-year anniversary…
Corporate planning financial

Five areas business owners should think about at the start of the tax year

Most business owners have probably already made the most of their…
savings, finances, economy and home

Things every individual should consider at the start of a tax year

How much of my ISA allowance do I intend to use for this tax…
utopia-logo-for-linked-in

New vacancy - Experienced Financial Services Sales Support

We currently have a vacancy for an experienced Financial Services…
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Helping the local lights shine!

In this day and age, it is always difficult to maintain community…
certificate-of-excellence

Certificate of Excellence - Ray Garnett

We are delighted to receive a Certificate of Excellence on behalf…
Calculating finance

Have your savings rates reached an all time low?

Over the last few weeks many banks have been cutting their savings…

TESTIMONIALS

“I am pleased that I chose your company to help us, and I must say that your attention to our financial needs so far has been impeccable.”

Mr & Mrs S Chidsey,Mirfield, West Yorkshire

“I have been receiving financial planning, investment and inheritance tax advice from the Advisers at the Utopia Group for over 20 years, and because of the trust I have established with them, I have recommended friends and relatives who have also benefitted from their services.”

Mrs M Firth,Halifax

“Over the last 8 years we have developed a professional yet friendly relationship with the Utopia Group and have been very pleased with the advice received concerning our pensions and investments.”

Mr D. Dowlen and Mrs L. Hart-DowlenMenston

“Over the many years that we have received advice from the advisers at the Utopia Group we have always found them not only to be professional, but friendly and most reliable.”

Mr & Mrs CHull

“The Utopia Group have reviewed my Business Financial Planning and protected my Company assets and my personal wealth in a tax efficient way.”

Mr R Daniels, MDHuddersfield

“To actually put in to words the dramatic improvement and business growth we have experienced while working with Utopia is difficult, although to advocate their professionalism and commitment comes easy.  I would highly recommend their services”

Mr A Green, MDLeagus Video Ltd

Darron put my mind at ease very quickly, having had unpleasant dealings with previous financial advisers. He purposes a full review of my portfolio. He determined my objectives and priorities, then gave me options of where and how I could achieve them. His advice and direction are proving excellent. I would recommend Darron to anyone with full confidence of knowing that he would fully justify the recommendation.

Ian Sharland of Sharland BrothersIan Sharland of Sharland Brothers

SERVICES

  • Pension and Investment Performance Review

    Do you know how well your pension plan is performing?

  • Retirement Planning

    Are you saving for retirement or interested to see if your existing plans are offering good performance

  • Estate Planning

    We can create a Wealth Preservation tool for your Estate to protect you against…

  • Life Assurance

    The aim of life assurance cover is to provide money for people who financially depend on you

  • Income Protection

    These days, for people of working age, good health is the normal state

  • Investment Advice

    What does your financial future look like?

  • Corporate Planning

    One of the valuable concepts which has been introduced within the last few years

  • Tax Planning

    Some people pay too much tax, or miss out on opportunities to reduce their tax

GET IN TOUCH

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