Lairgate Financial - Beverley

Lairgate Financial, located at Address: 31 Lairgate, Beverley HU17 8ET, United Kingdom, is a well-known and established Financial planner and Financial institution in the area. With a phone number of 1482860700 and website: lairgatefinancial.co.uk, this company has made a name for itself by providing top-notch financial services.

One of the key features of Lairgate Financial is their online appointments, making it easy for clients to schedule a consultation from the comfort of their own homes. They also offer on-site services, providing a more personal and hands-on approach for those who prefer face-to-face interactions. The company is fully accessible, with wheelchair-accessible seating and wheelchair-accessible toilet facilities available, ensuring that all clients feel welcome and comfortable. In addition, they have toilets and require appointment for meetings.

Lairgate Financial has received an impressive average opinion: 5/5 from clients, based on 6 reviews on Google My Business. This high rating speaks volumes about the level of service and professionalism that clients can expect from this financial institution.

If you're looking for a reliable and trustworthy financial planner or institution, Lairgate Financial is an excellent choice. With their convenient online appointment system, on-site services, and wheelchair-accessible facilities, they make it easy for clients to get the financial help they need.

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.