West Riding Personal Financial Solutons Ltd Information

Recommended as best for: expert advice, responsiveness and trusted results

Visit Website 01977 808600
Please tell them that 'thebestof' sent you

Welcome to West Riding Personal Financial Solutons Ltd

West Riding Personal Financial Solutions Ltd, independent financial advisors in Castleford, will help you maximise your investments

West Riding of Castleford - For Honest and Effective Independent Financial Advice 

If you need honest and effective independent financial advice from a company who puts customers first regardless of their financial position or requirements, then contact West Riding Personal Financial Solutions Ltd in Castleford, the leading local firm of Independent Financial Advisors. 

West Riding's Managing Director, Neil Liversidge, has worked in financial services since 1980, all of that time involved with independent financial advice.  The company has clients throughout the UK and indeed, throughout the world.

Most people find financial services pretty boring and have no idea how their pensions and investments are performing.  West Riding's independent financial advisors research the  market for every customer to ensure you are soundly advised and your existing financial investments are maximised. 

West Riding Personal Financial Solutions Ltd in Castleford deal with all aspects of financial advice, including investments, pensions, mortgages and life assurance.  Services offered by West Riding's independent financial advisors include: 

Financial Advice in Your Own Home or at our Castleford Offices

We offer financial advice either in your own home or in our Castleford offices at a time and place that is most convenient for you.  Should you wish to visit us in Castleford, we will pay your parking charges.  Ample parking surrounds our offices in the centre of Castleford, and Castleford is centrally located for the Yorkshire motorway network. 

Hospital or nursing home visits can also be arranged for elderly or infirm clients.   

Investment Advice

We offer expert investment advice on Investment bonds, Unit trusts, individual savings accounts (ISAs), Open Ended Investment Companies (OEICs), Personal Equity Plans (PEPs) transfers, Offshore investments and Investments for expatriates.

Retirement Planning Advice

We can review your existing pension plans and provide independent financial advice on the best value annuities, stakeholder pensions and self invested personal pensions (SIPPs).

Life Assurance and Protection Advice

We provide expert financial advice on life insurance, critical illness cover, income protection insurance, mortgage payment protection insurance and private medical insurance.

Asset Defence and Inheritance Tax Advice

You can mitigate inheritance tax* and protect your life savings against demands for local authority care charges with the right financial advice .  You may also wish to protect your family home for your children and our independent financial advisors will ensure that your children receive the inheritance that you want them to have.

The first meeting is completely free and with no obligation whatsoever.  Please call 01977 808600 for an appointment or email advisors@wrpfs.com.  

Please mention the Best of Castleford when calling West Riding Personal Financial Solutions Ltd, Castleford.  Please click through to West Riding's website, www.wrpfs.com for more information about the company. 

There may be a fee for Mortgage Advice.  The precise amount will depend upon your circumstances but we estimate it to be £295. 

*The Financial Services Authority does not regulate Taxation Advice, Offshore Investments and some forms of ISAs. 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

 

 

Contact Details

17A Sagar Street
Castleford
West Yorkshire

WF10 1AG

Tel: 01977 808600
Mob: 07904 332531
Fax: 01977 667601
Email: send email
Web: visit website


Read what our customers say about us!