We are
Palm Financial

Free Initial Consultation

We are a small bespoke team who are passionate about providing the best possible service to our clients.

Fill out the contact form or contact us directly on 0113 3970323.

    Our services include…

    Pensions &

    Planning for retirement can be a daunting task but our personalised plans can help you prepare for life after work.

    Investments & Wealth Management

    Whether you need guidance on how to save for the future or advice on investments for the best returns, our Wealth Management service is tailored to you as an individual.

    Inheritance & Tax Planning

    Working closely with chartered accountants, we can advise on how to prepare your trust in the event of your death, helping to reduce your tax liability.


    Having financial protection is vital for protecting your loved ones in the event of death or long-term illness.


    Mortgages don’t need to be complicated or stressful. We can hold your hand through the process and make your mortgage experience straight forward. Let us help. As Independant Advisers we can search the whole market place to help you reach your property goals.

    Professional Athletes

    We offer unique Wealth Management services specifically for Professional Athletes, helping to find investments to maximise financial growth and create long-term stability.