Financial planning

Older man sitting down reading a newspaper

Refreshing straightforward advice

We know how difficult it can be to plan for your and your family’s future. To help, we have teamed up with Legal & General, one of the UK’s leading financial services companies, to offer personal and individual financial advice to help with your difficult decisions in life. Once you have made an appointment, Legal & General’s financial advisers will take time to listen to your plans and aspirations so they are in a position to give you good advice or information tailored to your needs. Just to be aware, Legal & General offer a ‘restricted advice’ service, which means that they can only offer products and services from Legal & General and selected fund managers. At the appointment the consultant will discuss any charges relating to the product.

Legal & General has been chosen as our partner as, like us, they are very well established, having been trading since 1836.

As at 30 June 2013, they had over 7.3 million customers in the UK and were responsible for investing £440 billion worldwide on behalf of investors, policyholders and shareholders. We also know that their service scores very highly too, with 91% of surveyed customers reporting they were satisfied with the service provided by their financial advisor*.

Helping you to plan

If you know exactly what you want help with, for example if you’re looking to protect what matters most or are planning for retirement, a Legal & General financial adviser can help with specific, tailored advice. Or, if you’re not sure what you need, then that’s OK too. Just make an appointment and they can help.

We think it’s important

Although many high street banks and financial institutions have chosen to withdraw their financial planning service, our members tell us how important and useful it is. So, we have committed to continuing this important service. And just to be clear, you don’t pay for the advice unless you decide to invest.

To make you aware Leeds Building Society introduces its customers to Legal & General for the purposes of advising and arranging life assurance and investment products bearing Legal & General’s name. Any information or advice you receive will only relate to products provided by Legal & General and selected fund managers.
*As supplied by Legal & General’s ‘Insight Now’ surveys. 95% of 158 of Leeds Building Society customer respondants were satisfied with all aspects of the service from the financial advisor. Surveys completed between March and December 2013.