Independent Financial Advisers in Leeds

Independent Financial Advisers in Leeds

Expert, independent financial planning for clients across Leeds and West Yorkshire.

Expert, independent financial planning for clients across Leeds and West Yorkshire.

Clear Advice. Trusted Relationships.

Independent advice, always.

From our office in central Leeds, we provide independent financial advice to individuals, families and business owners across Leeds and West Yorkshire – built around you, not tied to any provider, product or agenda.

Whether you’re planning for retirement, growing a business, or navigating changes in your personal circumstances, we will help you make confident financial decisions with clarity and peace of mind.

Our advice is:

• Independent, whole-of-market

• Personal, plans tailored to your circumstances

• Clear, easy to follow with no jargon

• Flexible, we provide ongoing support as your life evolves

INCO Directors, Adam Green & Mark Jones

Our services, built around you.

We provide a full range of independent financial planning services to clients across Leeds and West Yorkshire — supporting individuals, families and business owners at every stage of life.

Wealth Management

Grow and protect what you’ve worked hard to build.

Whether you’re building wealth or managing it in retirement, our Leeds-based advisers provide independent investment advice tailored to your goals, timeframes and attitude to risk.

Our approach focuses on real-life outcomes — not chasing returns at all costs. From ISAs and pensions to tax-efficient wrappers, we help clients across Leeds make confident investment decisions that support their long-term plans.

Financial Planning

A clear plan for your money. Peace of mind for your future.

We take the time to understand your full financial picture — including income, savings, debt, family priorities and future ambitions.

From there, we create a personalised financial plan designed to give you clarity and control. Whether you’re planning for retirement, funding education or protecting your lifestyle, our Leeds advisers will guide you every step of the way.

Tax Planning

Structure your finances tax efficiently to retain more of your wealth.

The UK tax system is complex, but effective planning can make a meaningful difference over time.

We support individuals and business owners in Leeds with tax-efficient strategies using available allowances, reliefs and long-term planning. This includes inheritance tax planning and, where appropriate, guidance on VCT and EIS investments.

Corporate Solutions

Strengthen your business with clear financial insight and long-term strategy.

Running a business brings financial complexity — especially when personal and business finances overlap.

Our Leeds advisers help business owners align the two, from profit extraction and director pensions to succession planning and exit strategies. Whether you’re reinvesting cash or preparing for a future sale, we’ll help you make informed decisions with confidence.

Divorce Planning

Navigate transitions with clarity, support and sound advice when you need it most.

Financial decisions made during divorce can shape your future for decades. We provide clear, independent advice to clients in Leeds on pensions, settlements and financial restructuring, always with discretion and compassion.

We can also work alongside your solicitor or mediator to ensure your financial interests are protected — both now and in the years ahead.

Financial Coaching

Build better habits and a healthier relationship with money.

Financial coaching offers structure, clarity and accountability — without jargon or pressure.

We work with clients across Leeds who want to feel more confident with money, build positive habits and make progress towards their goals. Ideal if you want guidance between major life events or support alongside traditional financial planning.

Adam Green of INCO Financial in Leeds

Chartered Financial Planner, Leeds

Adam Green APFS CFP

Adam leads INCO’s Leeds office, supporting clients across Leeds and West Yorkshire. He works closely with business owners and families to simplify complex financial decisions and develop holistic financial planning strategies that provide long-term clarity and confidence.

Taking a personal, collaborative approach, Adam focuses on understanding what matters most to each client before translating those goals into clear, practical plans that address every aspect of their personal finances.

Adam has been advising clients since 2015 and is one of a small number of UK advisers to hold both CERTIFIED FINANCIAL PLANNER™ (CISI) and Chartered Financial Planner (CII) status. He also holds the Advanced Diploma in Financial Planning (CII) and Diploma in Regulated Financial Planning (CII).

Contact AdamContact Adam

Independent advice, delivered by financial experts who care.

Meet the people behind your plan.

At INCO, our team of experienced, independent financial advisers are here to listen, guide and support you at every stage. We take the time to understand your goals and what matters most — so together, we can shape a plan that fits your life.

Meet our advisorsMeet our advisors

What Our Clients Say

Real feedback from individuals, families, and business owners who trust INCO for clear, independent financial advice.

Adam has helped tremendously over a tricky period in my life, from supporting me to managing my investments to return better yields, how to effectively tax plan, manage inheritance and future wealth for my daughter. Adam is easy to understand, get along with and understands my concerns, appetite for risk and injects a level of pragmatism into his advice.

Adam has helped tremendously over a tricky period in my life, from supporting me to managing my investments to return better yields, how to effectively tax plan, manage inheritance and future wealth for my daughter. Adam is easy to understand, get along with and understands my concerns, appetite for risk and injects a level of pragmatism into his advice.

Padma Tadi-Booth

Leeds, West Yorkshire

I felt a huge responsibility “to do the right thing” both for me, my family and the future. Adam has led me through my path with such sound and clear advice with compassion and clarity and utmost patience.

I felt a huge responsibility “to do the right thing” both for me, my family and the future. Adam has led me through my path with such sound and clear advice with compassion and clarity and utmost patience.

Gail Clive-Hollis

Leeds, West Yorkshire

Adam has given us real confidence in our financial planning, there isn’t anything more he could have done for us.

Adam has given us real confidence in our financial planning, there isn’t anything more he could have done for us.

Paul Moore

Leeds, West Yorkshire

For independent, expert advice that puts you first — contact INCO today.

For independent, expert advice that puts you first — contact INCO today.

Areas of Interest