Lairgate Financial - Beverley

Lairgate Financial, located at Address: 31 Lairgate, Beverley HU17 8ET, is a reputable financial institution that specializes in financial planning. They can be reached at Phone: 01482860700 and their website is lairgatefinancial.co.uk.

This company has a range of features that make it an excellent choice for financial services. They offer online appointments for the convenience of their clients, as well as on-site services for those who prefer in-person consultations. The location is wheelchair-accessible, with seating and toilet facilities that are also accessible for people with disabilities. An appointment is required to ensure that the staff can provide the necessary attention and time to each client. Additionally, they have on-site parking available for those who visit their office.

Lairgate Financial has received high praise from its clients, with an average opinion of 5/5 based on 6 reviews on Google My Business. One client commented, "Excellent financial service by Wayne and his team. We have now been with Lairgate Financial for over 4 years, recommended by a friend, it was the best recommendation we have been given. The advice and services have been highly successful, especially over the past 36 months and world investment problems. We cannot thank them enough and look forward to our continued relationship in the future."

Characteristics

Lairgate Financial is known for its exceptional financial planning services, which have been highly successful for many clients. They have a team of experienced professionals who are dedicated to providing personalized attention and advice to each client. Their services have been particularly successful during times of world investment problems, demonstrating their expertise and ability to navigate complex financial situations.

Location

Their location at 31 Lairgate, Beverley HU17 8ET is easily accessible, with on-site parking and wheelchair-accessible facilities. This makes it convenient for clients to visit the office for in-person consultations or to attend appointments online.

Recommendation

If you are looking for a reliable and experienced financial institution, Lairgate Financial is an excellent choice. Their personalized approach, exceptional services, and convenient location make them an ideal option for anyone seeking financial planning advice. We highly recommend contacting them through their website at lairgatefinancial.co.uk to schedule an appointment and learn more about how they can help you achieve your financial goals.

👍 Reviews of Lairgate Financial

Karen Dwane

5/5

Excellent financial service by Wayne and his team. We have now been with Lairgate Financial for over 4 years, recommended by a friend, it was the best recommendation we have been given. The advice and services have been highly successful, expecially over the past 36 months and world investment problems. We cannot thank them enough and look forward to our continued relationship in the future.

Lynne Whittingham

5/5

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.

Louise Righton

5/5

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.

Nathan Browne

5/5

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.

jimmy crackcorn

5/5

Great planning and advice from Wayne, I had some worries when we have had market crashes in 2007 and during COVID but putting my trust in Wayne and following his advice my portfolio has always recovered from these world issues and it has always gained value during my time with lairgate financial. I would recommend 100%

Jacqueline Knapp

5/5

I can highly recommend Wayne, he takes the time to understand exactly what you want and provides an excellent efficient service.