Honest Advice in Plain English
West Riding Personal Financial Solutions Limited is a leading Independent Financial Adviser firm based in Castleford, West Yorkshire. Founded in 2004, we have over two decades of experience in providing comprehensive financial planning services to individuals, families, businesses, and trustees across the West Riding of Yorkshire and beyond.
Our Mission
Our mission is to empower our clients to achieve financial security and make informed financial decisions by building tailored plans that align with their unique needs, goals, and aspirations. We believe in providing honest, straightforward advice in plain English, ensuring our clients understand their financial options and can make confident financial choices.
Our Services
We offer a comprehensive range of financial planning services covering various aspects of personal finance, including:
Individual & Family
- Investment & Retirement Planning
- Regular Savings & Budgeting
- Trustee Investments
- Children's Investments
- Claims Management & Asset Defence
Business & Corporate
- Equity Release & Mortgages
- Individual & Family Protection
- Business Financial Planning & Asset Defence
Planning for the Future
- Bereavement Services & Pension Annuities
- Pension Drawdown & Retirement Planning
Client-Centred Approach
Our client-centric approach is based on building strong, lasting relationships and understanding your individual needs. We take the time to:
- Understand your financial goals and aspirations
- Assess your financial situation thoroughly
- Tailour a plan that aligns with your unique circumstances
- Provide ongoing support and guidance
Experience & Expertise
Our team of experienced financial advisors hold relevant qualifications and are regulated by the Financial Conduct Authority. We have a proven track record of success in helping clients achieve their financial goals and navigate various financial challenges.
Contact Us Today
To discuss your financial planning needs and explore how we can help you achieve financial success, contact us today for a free, no-obligation consultation.
Client Satisfaction
- Expertise and Honesty: Neil and his team are praised for their exceptional financial advice, honesty, and professionalism. Clients appreciate their ability to explain complex financial issues in a clear and understandable manner.
- Personalized Service: The team at West Riding Personal Financial Solutions is commended for their personalized service, with clients feeling valued and listened to.
- Trust and Reliability: Clients have complete trust in Neil and his team, who are seen as reliable and dedicated to their clients' financial well-being.
Praise for Neil Liversidge
- Industry Expertise: Neil is recognized for his extensive knowledge of personal finance and his proactive approach to navigating the financial markets.
- Whistleblower for LCF Scandal: Neil is commended for blowing the whistle on the LCF scandal, demonstrating his commitment to transparency and protecting his clients' interests.
Overall Experience
- Positive Feedback: Clients consistently praise the team at West Riding Personal Financial Solutions for their professionalism, quality of service, and responsiveness.
- Recommendations: Clients are eager to recommend the firm to friends and family, highlighting their satisfaction with the service provided.
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