West Riding Personal Financial Solutions Ltd

West Riding Personal Financial Solutions Ltd of Wakefield, West Yorkshire - For Honest and Effective Independent Financial Advice.

If you need honest, plain speaking independent financial advice from a company that puts customers first regardless of their financial position or requirements, then contact West Riding Personal Financial Solutions Ltd in Castleford, nr Wakefield, local 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.

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 deal with all aspects of financial advice, including investments, pensions, mortgages and life assurance for clients in Wakefield and throughout West Yorkshire.

Services offered by West Riding's independent financial advisors include: 

Independent Financial Advice in your own home or at our offices in Castleford, nr Wakefield

We offer financial advice either in your own home or in our Castleford offices at a time that is most convenient for you.  Ample parking surrounds our offices and should you be visiting our offices we will pay your parking fees.

We are happy to arrange to visit elderly or infirm clients in hospital or at a nursing home.  

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

Providing 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 planning. Our independent financial advisors will ensure that your children receive the inheritance that you want them to have, including protecting your home.

Your first meeting is FREE & with NO OBLIGATION, so call West Riding Personal Financial Solutions Ltd. serving the Wakefield region on 01977 808600 for an appointment or email advisors@wrpfs.com.  

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.

Always mention The Best of Wakefield

when calling our advertisers in Independent Financial Advisors.