Business Details
5 Years
experience
Trusted Financial Advisers in East Yorkshire
At Lairgate Financial, we combine traditional values of professionalism and integrity with a modern approach to wealth management. Our team of experienced advisors specialises in creating personalised financial strategies tailored to individual client needs, focusing on long-term financial security. With expertise in pensions, investments, tax planning, and financial protection, we provide comprehensive advice that helps clients achieve their financial life goals. Our independence ensures unbiased recommendations aligned with clients' best interests, while our local roots in East Yorkshire support a deep understanding of regional financial landscapes.We prioritise transparent communication, offering no-obligation consultations and flexible meeting arrangements to accommodate client preferences. As an FCA-authorised firm, we maintain rigorous compliance standards while delivering accessible, client-centric financial guidance across the UK.
Services
Pensions
Investments
Tax Planning
Financial Protection
ESG Investing
Details
- Year established: 2021
Highlights and features
- We offer independent financial advice with no ties to specific schemes
- Our team combines professional rigour with modern wealth management approaches
- We provide completely personalised financial planning services
- We're based in East Yorkshire with UK-wide service capability
- Our FCA authorisation ensures regulatory compliance and client protection
Associations and certifications
- Financial Conduct Authority
Services
Pensions
We help clients take control of their retirement planning through comprehensive pension advice. Our experts analyse current pension arrangements, identify gaps, and create tailored strategies to ensure financial security in retirement. We specialise in navigating complex pension rules to maximise benefits while minimising tax liabilities.
Investments
Our investment management services focus on growing clients' wealth through diversified portfolios aligned with their risk tolerance and financial goals. We provide ongoing portfolio reviews and market analysis to optimise returns while maintaining appropriate risk levels. Our approach combines strategic asset allocation with regular performance monitoring.
Tax Planning
We help clients navigate the complex UK tax system through proactive tax planning strategies. Our services include identifying legitimate tax-saving opportunities, optimising tax-efficient investments, and structuring financial affairs to minimise tax liabilities. We ensure compliance while maximising after-tax returns.
Financial Protection
Our financial protection services safeguard clients against unexpected life events through appropriate insurance solutions. We assess individual needs to recommend protection strategies that cover critical illness, life insurance, income protection, and other risk management solutions tailored to personal circumstances.
ESG Investing
We offer ethical investment options that align financial goals with environmental, social, and governance (ESG) values. Our ESG investing service helps clients build portfolios that reflect their personal values while maintaining financial viability through rigorous sustainability analysis and impact measurement.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, tax planning, financial protection, and ESG investing, providing comprehensive wealth management solutions tailored to individual client needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) and appear on their register under number 731610.
Do you work with clients outside East Yorkshire?
While based in East Yorkshire, we provide financial advice to clients anywhere in the UK, offering both one-off consultations and ongoing advisory services.
Can you help with retirement planning?
Yes, we specialise in retirement planning, helping clients maximise their pension benefits, navigate complex pension rules, and create sustainable income strategies for retirement.
What is your approach to investment management?
We create diversified investment portfolios aligned with clients' risk profiles and financial goals, combining strategic asset allocation with ongoing monitoring and performance reviews.
Reviews (5)
Jimmy Crackcorn
Jun 28, 2021
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Positive:Professionalism
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%
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
Jun 09, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I can highly recommend Wayne, he takes the time to understand exactly what you want and provides an excellent efficient service.
I can highly recommend Wayne, he takes the time to understand exactly what you want and provides an excellent efficient service.
Lynne Whittingham
Apr 25, 2021
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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 IFAs 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 wouldnt hesitate to contact Wayne for further IFA services, in my view this is exactly how an Independent
Paul Martindale
Mar 29, 2021
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I highly recommend Wayne and the team at Lairgate Financial, their service has been excellent throughout. Everyone there has been very professional, helpful and friendly whenever I have called on their services. Wayne is clearly very knowledgable about his field of work, has incredible attention to detail and has been really dedicated to providing a quality service. I would recommend Lairgate Financial to anyone wanting assistance with their financial affairs.
Louise Righton
Dec 22, 2020
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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.
