About the company
Burwood Financial Planning is a financial advisory firm based in Queensbury, Bradford, with over 17 years of expertise. It serves clients across Bradford, Leeds and the wider West Yorkshire area. The firm is a trading name of Octo Financial Planning Ltd, which is an appointed representative of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority.
Burwood Financial Planning offers retirement planning, pensions, investments, mortgages and protection. Its advice process has six stages: free initial consultation, fact finding, research, report of recommendations, implementation, and ongoing review.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Lee was very helpful would highly recommend to anyone looking for the right policy always took my call even out of hours
Great company with amazing people skills and knowledge. Very professional and treats you as a human not a number on a screen. My experience with this company has been 5* and I have recommended them to everyone looking for financial advice from ISAs to mortgages. They are willing to help everyone
I first met Lee Sharp in 2018 when I was planning my retirement. He was friendly, extremely professional and knowledgeable, and provided excellent advice. As a result, I am in a much better place financially. Lee has since helped with other financial matters and I would like to say a massive thank you to him for going above and beyond, and having patience to help me understand how things work and what they mean I am incredibly grateful to him for his ongoing support and would not hesitate to recommend Lee and his team to anyone needing financial assistance. Janet Hall
Lee recently helped me and my husband with our investments, can’t thank him enough. Very understanding, as we’re no experts and really took the time to explain what we were getting into. He came recommended by a friend and we’ve been very happy with his service. Thank you Lee
Really great service. Lee really knows what he's talking about and is very knowledgeable and also down to earth. The advice was super helpful!
My husband & I are completely satisfied with the services provided by Lee Sharp, we are ‘old school’ (not online savi), no question relating to our investments too silly. Lee is very professional, friendly, approachable, informative & very efficient. We would certainly recommend Lee to family & friends.
I have had dealings with Lee for many years and always found it easy to discuss my financial needs with him. He has always given me clear, unbiased advice in all our dealings, would not hesitate in recommending Lee.
Financial advisers in Bradford compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bradford are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Burwood Financial Planning (this page) | ★ 5,0 | 12 | Yes |
| 2 | Osprey Financial Planning Ltd | ★ 5,0 | 28 | Yes |
| 3 | Meridian Wealth Management Ltd | ★ 5,0 | 1 | No |
| 4 | Your Future Wealth Ltd | ★ 5,0 | 3 | No |
| 5 | Aurora Financial Services | ★ 5,0 | 38 | No |