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Vibrant Wealth Management Ltd

Vibrant Wealth Management Ltd

5.0(32 reviews)See reviews ↓·Leeds

What customers say

Based on genuine customer reviews

Leeds clients of Vibrant Wealth Management describe a service built on long-term relationships and clear, patient guidance. Yogesh is named repeatedly for his knowledge of pensions, investments and tax planning, with reviewers noting that he explains complex matters in plain terms and remains responsive to queries between annual meetings. Sumeet is also mentioned often, particularly for mortgage arrangements, savings recommendations and helping families plan for the longer term.

A recurring theme is the thoroughness of the annual reviews, which are arranged at times to suit clients and followed up with written explanations of progress and suggested next steps. Several customers highlight advice tailored to specific circumstances, including dental professionals and a single parent planning for children's education and retirement. The handling of inheritance tax and estate management is described as going beyond what was expected, with practical support offered even for clients living overseas.

Reliability and prompt replies to questions come up frequently, as does the sense that money is being looked after carefully. The overall impression is of a professional yet approachable team that takes time to understand individual situations and provides consistent support over many years, from pension and life insurance advice to investment and asset management. Clients frequently mention the confidence they feel in the recommendations given and the clarity of the explanations provided at each stage.

Reviews

Reviews are taken from publicly available sources.

UR
upinder rashoda22 October 2025

Yogesh and his team have been excellent in managing my pension. Staff are polite and courteous sending gentle reminders for outstanding actions. The annual reviews are welcome and provide an excellent opportunity for an in depth review of future goals and actions to achieve them. I'm very happy with the service and would not hesitate to recommend Vibrant Wealth Management.

TM
Tina Maini26 June 2025

Great attentive service, Sumeet is amazing at meeting my financial needs. From sorting my mortgages to recommendations on saving funds and looking after my family long term.

MS
Meera Shah23 June 2025

I’ve been a client for many years now and have always found Yogesh to be approachable and highly professional. Yogesh genuinely take the time to understand our unique circumstances and always suggest solutions that are tailored to what will work best for us. The pension advice has been especially helpful, and he and his team consistently respond to any queries promptly and in detail.

LG
Lisa Green20 June 2025

We have been with Yogesh for several years now, a recommendation from a family member which we wish we had taken sooner. Annual reviews of our accounts are conducted at our convenience with full explanations given as to the progress of our accounts over the last year and recommendations given for next steps. Advice is given when asked for during these meetings and if necessary followed up afterwards via email. In summary a professional and friendly service. Would recommend.

MJ
mitesh jalota18 June 2025

I have been a client of Yogesh’s for over 10 years and continue to be very impressed by him. He is professional, knowledgeable and a good listener. He answers any questions I have quickly and thoroughly and always presents interesting solutions and options. I would highly recommend his wealth management services to anyone.

AB
April B17 June 2025

I am a new customer to Vibrant Wealth Management and have been looked after by Yogesh. His professionalism surpassed my expectations and the customer service I received was superb. Yogesh made it easy for me to understand the process with his wealth of experience and has been very responsive to my needs. I am very satisfied with the whole experience and would certainly highly recommend this provider for anyone looking for an efficient and trustworthy pension service.

AS
A Soneji17 June 2025

The advice I've had from Yogesh and the support from the Vibrant Wealth management team has been exceptional! Yogesh is so knowledgeable, supportive and patient with any queries you have. His knowledge of dental specific financial advice, pensions and asset management is second to none! Thanks again!

Financial advisers in Leeds compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 9 businesses in this category in Leeds are compared.

RankProviderRatingReviewsOpen Sat.
1Clarity Wealth Limited★ 5,083No
2Care Financial Services★ 5,046No
3Lazenby's Financial Services★ 5,042No
4The Financial Planning Centre Ltd★ 5,039No
5Vibrant Wealth Management Ltd (this page)★ 5,032No
Contact
+441133720382vibrantwealthmanagement.co.uk/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listingSuite L1, Vibrant Wealth Management Ltd, The Leeming Building, 02 Vicar Ln, Leeds LS2 7JF
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed