Lairgate Financial
Lairgate Financial is a financial services company based in Beverley, England. They provide expert financial advice and guidance to clients as trusted financial advisors. Their services cover a wide range of financial needs, including investment planning, retirement planning, and wealth management. With a team of experienced professionals, Lairgate Financial is committed to helping clients achieve their financial goals and secure their financial future.
Introduction to Lairgate Financial
Lairgate Financial is a financial advisory firm based in Beverley, England. The company was founded with the mission to provide top-notch financial services to clients and help them achieve their financial goals. What sets Lairgate Financial apart from other financial advisory firms is their personalized and tailored approach to each client's financial needs.Services & Products
Lairgate Financial offers a range of financial services, including investment planning, retirement planning, estate planning, and tax planning. They also provide advice on insurance and mortgages. Clients can expect to receive customized financial plans that are designed to meet their specific needs and goals.Location
Lairgate Financial is located in the heart of Beverley, a charming market town in East Yorkshire, England. The area is known for its historic buildings, boutique shops, and thriving restaurant scene. The nearest public transportation options are Beverley Train Station, which is 0.6 miles away, and the Beverley Bus Station, which is 0.4 miles away. The Hull Paragon Interchange is also nearby, approximately 8 miles away.Benefits
Clients of Lairgate Financial can expect to receive high-quality financial advice and personalized service from experienced financial advisors. The company prides itself on its ability to provide tailored financial plans that meet the unique needs and goals of each client.Good to Know
Clients should be aware that Lairgate Financial is a fee-based financial advisory firm. This means that clients pay a fee for the services provided, rather than receiving commissions on products sold.Reviews
Customers have praised Lairgate Financial for their knowledgeable and friendly staff, as well as their ability to provide personalized financial advice. Clients have reported feeling confident in their financial plans and have appreciated the transparency and honesty of the advisors.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
At Lairgate Financial, we have years of experience providing financial advice to clients. Our team of expert financial advisors have helped clients with a variety of financial needs and goals, and we are dedicated to providing personalized and comprehensive advice to each client we work with.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the specific needs and goals of each client. We offer a range of services and customized solutions, and our fees are always transparent and agreed upon before any work is done. We strive to provide excellent value and service to each of our clients.What types of financial products do you offer?
We offer a wide variety of financial products and services to help clients achieve their financial goals. Some of the products and services we offer include retirement planning, investment management, estate planning, insurance, and tax planning. We work with each client to determine the best solutions for their unique needs and goals.How do you determine the best financial strategy for your clients?
At Lairgate Financial, we believe that every client is unique and has different financial needs and goals. That's why we take a personalized approach to each client's financial planning. We work closely with our clients to understand their current financial situation and future goals, and we develop customized solutions that are tailored to their specific needs. We also stay up-to-date on the latest financial trends and strategies to ensure that our clients receive the best possible advice.Can you provide references from satisfied clients?
Yes, we are proud of the relationships we have built with our clients and we are happy to provide references upon request. Our clients appreciate our personalized approach, our expertise, and our commitment to providing exceptional service. We are dedicated to building long-term relationships with each of our clients and we are confident that you will be satisfied with our services.Reviews
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jimmy crackcorn
Positive: Professionalism
29-05-2022
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Jacqueline Knapp
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2022
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Lynne Whittingham
I engaged with Wayne and the team at Lairgate Financial to assist in a personal pension transfer into my SSAS. Wayne and his team provided exceptional customer service, always friendly and professional. Compared to other IFA’s I had quotes from, their fees were also extremely reasonable. Even when the existing pension provider was being difficult by introducing hoop after hoop to jump through over a period of a few months, the ongoing advice and tenacity showed by Lairgate was second to none. I wouldn’t hesitate to contact Wayne for further IFA services, in my view this is exactly how an Independent Financial Adviser should be.
29-05-2021
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Louise Righton
Wayne Audsley at James Financial advised me on my pension transfer into my SSAS. Wayne was very professional and efficient, as well as approachable and easy to deal with. The transfer advice was first class. Highly recommended for pension advice including SIPP and SSAS transfers.
29-05-2020
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Nathan Browne
I was referred to James Financial after previous attempts to transfer a DB pension into my SIPP could not be completed by other IFAs and advisors. Wayne Audsley and the team at James Financial swiftly dealt with my application, understood the process thoroughly and at all stages were amiable, very knowledgable and professional. Recommended.
29-05-2019
