Lairgate Financial - Beverley

Okay, here’s a comprehensive overview of Lairgate Financial, presented in a formal and helpful manner, suitable for someone seeking information about this financial institution:

Lairgate Financial: A Detailed Overview

Lairgate Financial is a well-established financial planning firm located in the historic market town of Beverley, East Yorkshire. Situated at Address: 31 Lairgate, Beverley HU17 8ET, United Kingdom, the company operates with a commitment to providing personalized and effective financial solutions. Their contact number is Phone: 1482860700, and their website, lairgatefinancial.co.uk, offers further details about their services and team.

Specialties and Services

Lairgate Financial specializes in acting as a financial institution and, more importantly, as a dedicated financial planner. They cater to a diverse clientele, assisting with a wide range of financial needs including retirement planning, investment management, and general financial advice. A key aspect of their approach is a focus on building long-term relationships, suggesting a commitment to understanding individual client circumstances and goals. They provide both online appointments and onsite services, demonstrating flexibility in how they deliver their expertise.

Accessibility and Facilities

Lairgate Financial prioritizes accessibility for all clients. The premises are wheelchair accessible, featuring designated wheelchair accessible restrooms and wheelchair accessible seating. Standard facilities include a restroom and on-site parking. Appointments are generally appointment required, though appointments recommended for optimal planning sessions.

Client Feedback & Reputation

Lairgate Financial currently has 6 reviews on Google My Business, with an impressive average opinion of 5/5. This exceptionally high rating speaks volumes about the quality of service consistently delivered. Several reviews highlight a strong, collaborative approach, suggesting a team led by individuals like Wayne, who clearly foster trust and provide insightful advice. The consistent praise for their performance, particularly over the past 36 months amidst challenging global investment conditions, demonstrates a resilience and adaptability in navigating market fluctuations.

Key Information for Prospective Clients

| Feature | Details |
|--------------------|------------------------------|
| Location | 31 Lairgate, Beverley HU17 8ET |
| Phone | 1482860700 |
| Website | http://lairgatefinancial.co.uk/ |
| Specialties | Financial Planning, Financial Institution |
| Accessibility | Wheelchair Accessible |

Concluding Recommendation

Based on the overwhelmingly positive feedback and the firm's commitment to accessibility and client-focused service, Lairgate Financial appears to be an excellent choice for individuals seeking a trustworthy and experienced financial planner. To explore their services further and discuss your specific financial needs, we strongly recommend visiting their website: lairgatefinancial.co.uk. Contacting them directly via phone or through their website will allow you to initiate a conversation and discover how Lairgate Financial can contribute to your financial well-being.

👍 Reviews of Lairgate Financial

Karen D.

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 W.

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 R.

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 B.

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 C.

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 K.

5/5

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