Business Details
38 Years
experience
Your Trusted Leeds Financial Planning Partner
Established in 1988, our firm combines the personal touch of a family business with the resources of a leading wealth management organisation. We prioritise long-term client relationships, offering tailored financial solutions across investment management, retirement planning, and protection services. Our partnership with St. James's Place Wealth Management enables access to specialist products while maintaining our commitment to individualised service.With decades of collective experience, we focus on helping clients build, grow, and preserve wealth through strategic, client-centred approaches. Our Leeds-based team serves clients nationwide, ensuring transparency, ethical standards, and continuous support aligned with evolving financial goals.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Details
- Year established: 1988
Highlights and features
- We combine 35+ years of local expertise with national resources
- Our client-centred approach avoids generic solutions
- Partnership with FCA-regulated St. James's Place ensures product access
- Long-term relationship focus prioritises your financial journey
- Comprehensive services covering all wealth management aspects
Associations and certifications
- St. James's Place Wealth Management plc
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We combine market expertise with ongoing monitoring to optimise returns while maintaining appropriate diversification. Clients benefit from access to St. James's Place's extensive fund range and our team's strategic asset allocation guidance.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax efficiency. Our approach includes pension consolidation, income projections, and phased retirement strategies. Regular reviews ensure your plan adapts to changing circumstances and legislative updates throughout your working life.
Protection Planning
Our protection services assess life, critical illness, and income cover requirements to safeguard your family's financial security. We recommend tailored insurance solutions through St. James's Place's partner providers, ensuring appropriate coverage levels that evolve with your changing life circumstances and financial commitments.
Corporate Services
We provide specialist financial solutions for business owners including succession planning, key person insurance, and corporate investment strategies. Our services address both personal and business financial needs, helping entrepreneurs manage wealth across professional and private domains through integrated planning approaches.
Wealth Management
Our holistic wealth management service coordinates all aspects of your financial affairs, including tax planning, estate preservation, and intergenerational wealth transfer. We create comprehensive strategies that align with your long-term objectives, using advanced planning tools and St. James's Place's specialist resources to deliver sustainable financial outcomes.
People
Ian Boag
Founder
Established the firm in 1988 after gaining extensive financial services experience. Pioneered a client-focused approach combining personal service with institutional resources through the St. James's Place partnership.
Robert Boag
Partner
Continues the family legacy of client-centred financial planning. Brings modern expertise to wealth management solutions while maintaining the firm's founding principles of personal service and long-term relationships.
Questions
What areas do you cover?
We serve clients across the UK from our Leeds base, providing nationwide financial planning services.
Are you regulated by the FCA?
Yes, as St. James's Place representatives we operate under their FCA authorisation for wealth management services.
How are your fees structured?
We provide transparent fee explanations during initial consultations, with charges based on the complexity and scope of required services.
Do you offer one-off advice?
While we focus on long-term relationships, we can provide standalone advice on specific financial matters.
What makes you different from banks?
Our independence allows unbiased advice across the market, with a personal service prioritising your objectives over product sales targets.
How often do you review plans?
We recommend annual reviews, with additional check-ins for significant life events or major market changes affecting your investments.
