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Why choose us

Our team has many decades of experience in the financial sector

We are refreshingly different

Honest & transparent

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

We speak your language, and understand how critically important your wealth management is. And, while we may be modern in outlook, we have nearly six decades of experience between us, so you’re in safe hands with our committed, knowledgeable and highly-experienced team. There’s no rigid 9 to 5 here either, we are flexible and can chat during evenings and weekends if that’s what’s most convenient for you.

The highest professional standards

The firm is led by Wayne and Phil, who are chartered financial planners, which means they have achieved the most advanced level of expertise possible. As a business, we are committed to continuous professional development for all our team members, and require all our financial advisors to work towards chartered status, in order to offer our clients the best experience and outcomes at all times.

Independently-owned

We are among the few firms in the East and North Yorkshire and Northern Lincolnshire region that are not part of a bigger, national firm. Being independently owned and financially self-sufficient means we can make the right decisions that are genuinely in your best interests, and will never chase sales targets.

Find out more about our friendly experts…

Nikki Audsley
Accounts
Nikki Audsley
Accounts

I’ve worked in financial services for over 20 years, gaining experience across many different types of roles during that time, including banking operations and independent financial advisor support – my first responsibility here at Lairgate when the company was established in 2016. However, in recent years I have moved away from client-facing roles, and now manage the company’s accounts.

Away from work, I’m a busy mum to three children and a real family person – in fact, my family is everything to me. We have a family dog, called Gerrard, a very cute lhasa apso, who I like to take for long walks – he loves nothing more than visits to the beach in all weathers!

Phillip Betts
BA (Hons) FPFS
Chartered Financial
Planner
Phillip Betts
BA (Hons) FPFS
Chartered Financial
Planner

Like my fellow director Wayne, I’m a fully qualified, chartered financial advisor, and share his passion for delivering a truly person-centred service to our clients. We recognise that each individual is different, and a flexible approach is required to ensure we tailor our advice to suit their precise needs. And we don’t turn anyone away. If we don’t believe it is in your best interests to offer full-blown financial advice at our usual rate, we will always listen and suggest steps clients can take to improve their situation.

As business owners, we never clockwatch and are free to spend whatever time is necessary to ensure our clients always receive the best possible outcome. Wayne and I share a commitment to providing a top quality advice and wealth management service, and our combination of experience, knowledge, and enthusiasm means we are perfectly positioned to do just that.

We believe in being totally transparent over our fees, which are highly competitive, in order to provide our clients with the best value possible. We will always be direct, open and honest in the advice we give, even if that means telling them that it isn’t in their interests to pay for a full advisory experience with us while pointing them in the right direction and suggesting what they might look to do instead.

Wayne Audsley
ACII APFS
Chartered Financial
Planner
Wayne Audsley
ACII APFS
Chartered Financial
Planner

I’ve been working in the financial advisory sector since 2005, with a raft of qualifications under my belt and a continued focus on professional development, as you’d expect from a fully-regulated advisor whose aim is to always be ahead of the curve.

Phillip and I launched Lairgate Financial in 2016 with the mission of offering clients a new option for managing their wealth. We’re not about quick wins, we aim to achieve outstanding results by operating in an ethical way and building long-term relationships based on trust and respect. That’s what’s genuinely important to us.

Quality over quantity is our mantra. We don’t operate a one-size-fits-all type of advice structure to maximise profits or cut corners – instead, we will only work with clients we know we can help to achieve their objectives for building and protecting their wealth, and start with a clean slate each and every time to ensure they get the best service we can offer.

Because we are not owned by, or in partnership with, any larger organisation, insurance or investment company, we’re proud to provide completely independent and impartial, whole-of-market advice to our clients. This means we can offer them any mix of pensions, investments and protection products, and we will always carefully advise them to ensure they can make fully-informed decisions.

I’m hugely ambitious for Lairgate Financial and driven by making it the best it can be by always offering our clients outstanding service, and doing right by them at all times.

Outside of work, I enjoy the simple things. Married with three children, my time is focussed on getting out in the fresh air and making memories, as much as possible. Fitness and wellbeing are also really important to me, as the foundations for a productive mind. I believe in exercising daily and am part-owner of a gym in central Hull, as well as running a children’s football team and, soon, a men’s team too. I’m a Liverpool Football Club season ticket holder and love a bit of fishing and golf, too, when I get the chance.

Jennifer Whitaker
Financial Services Support
Jennifer Whitaker
Financial Services Support

I’ve worked in financial services for more than 25 years and, at Lairgate Financial, I’m responsible for supporting my colleagues with administration to help maintain our commitment to offering our clients consistently excellent service.

When I’m not doing that, I love spending time with my family, friends and pet dog. I also have a flair for interior design and enjoy going to the gym and indulging in the odd bit of retail therapy!

Lewis Kelsey
Financial Services Support
Lewis Kelsey
Financial Services Support

I’ve worked in financial services since 2005 and am responsible for supporting our financial advisors with the vital administrative processing that helps ensure the best possible service for our clients. In fact, most of our clients will be very used to hearing from me on a regular basis, and making them happy is what gets me out of bed in the morning!

When I’m not at work, I enjoy playing football, a solid game of chess, and getting away from it all and back to nature by tending to my allotment.