Welcome to Lairgate Financial, a financial advisory firm based in East Yorkshire but serving clients across the UK. We are an independently-owned firm that takes pride in offering personalised and objective financial advice. Our team comprises experienced and highly trained professionals who are dedicated to helping you achieve your financial life goals. We understand how important your money is to you, regardless of the amount you have, and we strive to give you the best possible advice to control, grow, and protect your money.
Our Values
We believe that finding a financial advisor who you can trust to provide unbiased and objective advice can be challenging. That's why we have made it our mission to provide you with advice that is free from bias and old-fashioned sales tactics. We are committed to being honest, transparent, and up-to-date on the latest industry trends and regulatory changes. Our clients' interests always come first, and we are prepared to think outside the box to help you achieve your financial goals.
Services Offered
At Lairgate Financial, we offer a wide range of services to meet your financial needs. Whether you are looking for advice on investments, pensions, tax planning, or financial protection, we have got you covered.
- Investments: Our investment advisors will help you find the right investments to suit your goals. We understand that every client has unique investment goals and risk tolerance levels, and we take the time to understand your needs before offering any advice. Our investment strategy is based on in-depth research, experience, and a thorough understanding of market trends.
- Pensions: We believe that everyone deserves to own their retirement. That's why we offer comprehensive pension advice to help you plan for your retirement. We will help you understand your retirement options, including defined benefit and defined contribution schemes, and offer advice on the best way to invest your pension funds.
- Tax Planning: Navigating the UK tax system can be a daunting task. That's why we offer comprehensive tax advice specific to your needs. Our tax planning services are designed to help you understand and plan for tax implications arising from various financial transactions. We will help you make the most of any available tax reliefs and allowances to reduce your tax liabilities.
- Financial Protection: Life is unpredictable, and it's crucial to protect yourself and your loved ones from the financial impact of unexpected events. We offer financial protection advice, including life insurance, income protection, and critical illness cover. We will help you safeguard against the unforeseen and ensure that you are financially secure in the event of illness, injury, or death.
Why Choose Us?
Our team has many decades of experience in the financial sector. We are refreshingly different and offer a personable approach to financial planning, ensuring that you receive advice that is tailored to your needs. We are honest and transparent, and we strive to offer advice that is objective and bias-free. We take the time to understand your financial goals, risk tolerance levels, and investment horizon before offering any advice.
If you're inspired by what you've read, get in touch to discover how we can help you achieve your financial goals. We offer no-obligation consultations, and we are happy to meet outside of standard office hours if that's more convenient for you. Contact us today on 01482 860700 or email us at info@lairgatefinancial.co.uk.
Expert Financial Services at Lairgate Financial
The following reviews highlight the exceptional services provided by Wayne and his team at Lairgate Financial. Clients have praised the team for their excellent financial advice, efficient service, and professional approach.
Long-term Successful Relationships
Many clients have been with Lairgate Financial for several years and have reaped the benefits of their financial planning. They have experienced successful investment strategies, especially during challenging market conditions. Clients have recommended Lairgate Financial to friends and family, citing the excellent advice and services received.
Personalized Service and Excellence
Wayne and his team take the time to understand clients' specific needs and provide tailored advice. They offer exceptional customer service, always being friendly and professional. Fees are reasonable, and clients appreciate the team's tenacity in dealing with complex issues.
Professionalism and Knowledge
Clients have praised Wayne's expertise and attention to detail. He is knowledgeable in his field and provides a quality service. The team is always professional, helpful, and friendly, making them a dedicated and approachable resource for clients' financial affairs.
Successful Pension Transfers
The reviews highlight Lairgate Financial's expertise in pension transfers, including SIPP and SSAS transfers. Clients have appreciated the team's understanding of the process and their ability to navigate complex applications.
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