Areas of expertise

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Investments

We’ll help make your money grow

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Pensions

Making sure you own your retirement

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Tax planning

Understand taxation pitfalls and plan accordingly

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Financial protection

Safeguard against the unforeseen

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Our values

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.

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Independently-owned

And this is exactly what you will get at Lairgate Financial. Our friendly team combine all the traditional qualities of rigour, professionalism and integrity, with a modern approach to providing completely personalised customer service that brings us bang up to date in the digital world.

Your investments, pensions, tax affairs, financial planning and protection needs are too important to chance on an advisor who you’re not completely comfortable with. Take up our offer of a no-obligation telephone consultation and find out how we can lead the way on your wealth management journey to a more prosperous future.

Supporting the UK

We’re based in East Yorkshire, but are happy to support individuals and businesses anywhere in the UK, whether it’s a one-off piece of work or ongoing financial advice. Contact us to find out more about how we can help you.

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