At Lairgate Financial, you will only receive advice from experienced and fully qualified Chartered Financial Planners.
We both started our careers in the financial advisory sector and have now amassed nearly 35 years of combined industry experience between us. Over that time, we have passed the odd exam or two, but just as importantly, we have learned what clients really want from their advisers and just as importantly, what they don’t want!
With this in mind, we started Lairgate Financial with the express aim of taking a fresh, client focused approach to providing financial advice and managing money.
Our aim is to maintain a professional practice that is large enough to cope with the demands involved, whilst restricting our ultimate size to that which will always allow us to retain our personal relationships. In practical terms, this means that when it comes to delivering our advice, our clients only ever deal with ourselves.
We acknowledge that qualifications in themselves are no guarantee of quality and no substitute for large amounts of experience and common sense. However, we believe that qualifications are a good starting point if you are seeking to appoint an adviser, especially if your needs are more complex.
In addition, whilst all regulated financial advisers must complete 35 hours of Continual Professional Development every year, at Lairgate Financial we view this as the bare minimum. We do not view the extra time spent as a cost and neither are we concerned about the short term impact on profits. Instead, we view this approach as an investment in our intellectual property and an absolute necessity if we are to maintain the levels of knowledge needed to provide our clients with the best, most up to date advice.
Our clients are always treated as individuals and this is reflected in the advice and service we provide
Central to the Lairgate Financial philosophy is our recognition that everyone is different and that rigid processes are not always the best starting point.
As the business owners, we are free to spend whatever time we feel is necessary to ensure that clients receive the best possible outcome - both at the outset and on an ongoing basis.
Whilst we could say more about ourselves as individuals, we believe our commitment to providing the highest quality independent advice and wealth management service is what really matters. We believe our combination of experience and technical knowledge, not to mention our enthusiasm and integrity, leave us very well positioned to do just that.
In the context of Lairgate Financial, nothing else is more important – but if there is anything else you want to know about us or Lairgate Financial, please just ask.
We acknowledge that qualifications in themselves are no guarantee of quality and no substitute for large amounts of experience and common sense. However, we believe that qualifications are a good starting point if you are seeking to appoint an adviser, especially if your needs are more complex.
In addition, whilst all regulated financial advisers must complete 35 hours of Continual Professional Development every year, at Lairgate Financial we view this as the bare minimum. We do not view the extra time spent as a cost and neither are we concerned about the short term impact on profits. Instead, we view this approach as an investment in our intellectual property and an absolute necessity if we are to maintain the levels of knowledge needed to provide our clients with the best, most up to date advice.
If you would like us to call or email you back (to arrange a meeting or discuss how we may help you) simply complete the form below.
Lairgate Financial provide quality financial advice to individuals and businesses.
31 Lairgate, Beverley
East Yorkshire, HU17 8ET
T 01482 860 700
F 01482 221 097
E info@lairgatefinancial.co.uk