Finding a financial advisor who you can trust to give you the best possible advice to control, grow and protect your money, can prove more challenging than you might expect. We understand how important your money is to you, however much you have. After all, it's your key to achieving the dreams you have for your future.
This means you want advice and support from an experienced, highly trained and knowledgeable person, who is also caring and objective; a trustworthy professional without ties to specific organisations or schemes, who has your best interests at heart and is prepared to think outside the box to help you make your money work as hard as possible for you.
This means you want advice and support from an experienced, highly trained and knowledgeable person, who is also caring and objective; a trustworthy professional without ties to specific organisations or schemes, who has your best interests at heart and is prepared to think outside the box to help you make your money work as hard as possible for you.
Services
Why choose us
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We've made it our mission to strip away the bias and old-fashioned sales tactics which are too common across the financial advice industry, to give you honest, transparent, objective and bespoke advice that's tailored to you and your specific situation. We speak your language, and understand how critically important your wealth management is.
Pensions
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Since the pension freedoms which came into effect in 2015, individuals now have better opportunities to plan for retirement in many ways, but there are some potential pitfalls to beware - for example, taking money from your pension could lead to a significant tax bill, loss of state benefits, or reduce the amount you or your employer can pay into your pension, so care should be taken.
Investments
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Whether you have years of experience planning your own investment strategies, are a complete beginner with just a basic savings account, or are in charge of running a business, charity, school or Trust, Lairgate Financial's financial planners can help you take the stress out of making these complex decisions.
Tax planning
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Many people across the country are losing money unnecessarily through poor tax planning. With decades of experience in helping clients structure their finances in the most tax-efficient way possible, we are perfectly positioned to help you avoid this mistake and instead structure things to make the most of your available allowances, so that you won't pay a penny more tax than you need to.
Financial protection
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Our expert advisors always look at every client's circumstances holistically, which means that, as well as advising you on how to achieve your main objectives, whatever they may be, we'll also advise you on how to safeguard your assets. So what is financial protection and why do you need it?
Put simply, it's a range of insurance policies you can put in place to protect your current or future financial security against the risk of unforeseen events, or your circumstances changing suddenly, such as loss of income due to accident or long-term illness, death or suffering from a critical or terminal illness.These policies act as a safety net, giving you peace of mind by protecting you or your family from financial instability.
Put simply, it's a range of insurance policies you can put in place to protect your current or future financial security against the risk of unforeseen events, or your circumstances changing suddenly, such as loss of income due to accident or long-term illness, death or suffering from a critical or terminal illness.These policies act as a safety net, giving you peace of mind by protecting you or your family from financial instability.
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