Our approach

Committed to providing the highest standards of service

Kirk Newsholme – Clearly defined Independent Financial Advice
Accountants Leeds Advisor or Communication n. The imparting or exchange of information, ideas or feelings.

Whether you’re looking for advice as a private client or a business, Kirk Newsholme’s approach is the same: each and every one of our clients is important to us, so we’ll make sure we treat you as such.

Proper communication plays a large part in this. We’ll talk to you openly, constructively and often. You’ll have the close, personal attention of board directors at all times – and consistently high standards of service from people who’ll get to know you as a person, not an ‘account’.

We’ll begin by discussing your aims and your priorities, before working closely with you to develop a detailed Financial Plan to address your objectives. And once we’ve agreed a plan, we’ll review it regularly and proactively to address changing needs, market situations, changes in legislation and fresh opportunities.

Throughout the process, you stay in full control, and you stay fully informed. it’s all about communication.

Our approach

We believe we are different – because that’s what our clients tell us. The traditional financial advisory business model is based on the assumption that following an initial consultation, a client will buy a financial product, resulting in a commission payment to the advisor. As professional financial planners, we believe that financial planning is not about products. Rather than selling you a product, we focus on your goals and objectives and consider the bigger picture.

We work as a team which also makes us different. Our Support Team takes care of all the administration as well as research and reporting. To enhance our independence, we use a premium, third party investment process which deals with risk assessment, asset allocation and fund selection. The investment committee, which consists of members from several areas of the financial services profession, meets regularly to monitor Recommended Funds to ensure they are performing to the high standard expected.

Our clients have easy access to us; we want to be available when you need us. We are happy to meet you at our office, your home, your business, even at your accountant’s or solicitor’s office. We understand how busy you are so we make best use of the telephone and email to stay in touch throughout the year.

Our approach in action…

Trustee Advisory Process

To find out more about the way we work, contact Peter Blinkhorn or Richard Leonard online or call 0113 204 4224.

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Your way of working. Not
someone else’s…
“Kirk Newsholme take the time to understand what you want from your finances – and from your advisor. They work in a way that fits in with my own working practices – and they talk my language”

Accountants in Leeds