Private Clients

“We have recently completed our financial planning with Utopia have found the service was carried out in a professional yet friendly and informal way. All our questions were answered in a patient and straightforward manner and Darron made sure everything was explained and understood. He made what could have been a stressful and daunting experience easy to understand and at no time did we feel under pressure to agree or sign anything. If we require any further investment or financial advice we would not hesitate on contacting Utopia.”

“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 ChidseyMirfield, 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 benefited from their services.”

Mrs M FirthHalifax

“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

“I needed to look at consolidating my finances but was extremely anxious about trusting any financial advisor as I have had a previous bad experience, when poor advice was given. I feel your process has been clear and without jargon or false promises. This won’t alleviate all my anxiety but it has certainly helped and the staff I have dealt with either on the phone or in person have been very understanding and can I say genuine.”

Nancy CartwrightHuddersfield

“Utopia were very friendly and easy to deal with explaining options clearly and in a way that was possible to understand easily, making good recommendations and providing a thorough and professional service.”

Paul WilliamsHuddersfield

“I received an excellent service and for some very helpful information and specific advice tailored to my situation.”

Barbara ButlerHuddersfield

I found Tom very knowledgeable and his explanations very good.

Alan Edwards

The best thing about Utopia is the lack of jargon used during advice sessions which makes for a more comfortable experience.

Andrew Gowland

I wanted to have a company whom I could always contact and have a dedicated point of contact. I didn’t want to get lost in a big company. For myself, not having a good financial background and then suddenly given a large pension pot, I was afraid of making the wrong choice. I was reassured about my investment.

Ian Heslop

From my first dealings with Utopia, I felt that I was dealing with an organisation that has my best interests at heart. Very pleased with the product recommended and I have got what I asked for initially, without any hassle whatsoever.

Richard Simacek

I found Utopia to be very informative and easy to understand. Tom cut through any technical jargon and explained everything in the way I prefer.

Sharon Simacek

I received excellent service from Tom and the Utopia Group Team. Professional, friendly and patient – I asked a lot of questions. Thank you.

Tracy Sperke

I have no hesitation in recommending Utopia to anyone, particularly re pensions, the advice was clear and very well presented, and each option available well explained and discussed. I was able to make a better more informed decision about which road to take.

Mr LandLeeds

Corporate Clients

“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 BrothersPaddock, Huddersfield.

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