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.
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.
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!
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.
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.
I’ve worked as a financial advisor for over three decades, and was attracted to Lairgate Financial because I wanted to be part of a firm that genuinely puts customers’ best interests at the heart of everything it does.
Most of my clients have been with me for many years, and have stayed loyal because they know I will always do what’s right for them, and deliver outstanding outcomes when it comes to helping them to grow their personal wealth.
To make that possible, I need to be part of a firm, like Lairgate Financial, that believes in doing what’s right – not what will generate the best profit margin – is clear and fair, and transparent in its pricing and its advice.
I’m very proud to be part of one of the few remaining independently-owned financial advisors in East Yorkshire, enabling me to offer an incomparable level of support and advice to my clients.
I’ve worked in financial services since 2013 and I support our financial advisors with the all-important portfolio research that helps us keep a close handle on what’s happening out in the marketplace, and advise our clients on the best options for them with total confidence.
I’m driven to ensure clients receive a positive experience within an industry which often gets a bad reputation, and also to maintain the long term out-performance of peers in terms of investment performance.
I have a keen interest in economics and geo-political events, as might be expected from someone who researches the ups and downs of investment portfolios for a living!
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!
I’ve worked in senior roles within the financial advice, compliance and life and pensions industries for more than two decades and am passionate about ensuring that Lairgate Financial walks the walk, in terms of delivering excellent customer service and positive outcomes for each of our clients.
I help do this by embedding a culture of compliance, where we don’t just box-tick, but instead embrace the spirit of regulations, which are ultimately there to protect customers, the industry and ensure the best possible outcomes.
In my own career, I strive to be the best I can possibly be, in order to deliver the best possible results for our customers. To this end, I am a fellow of both the Personal Finance Society and of the Pension Management Institute. I hold Certificates in Operational Risk and Digital Risk Management, together with the International Certificate in Financial Services Risk Management from the Institute of Risk Management (IRM).
It is my responsibility to constantly look over the horizon and ensure that Lairgate Financial is ahead of regulatory trends, so that our clients can always rely on receiving the very best experience from us, delivered with the utmost integrity.
On a personal note, having achieved my professional qualifications, I now spend my spare time reading and discovering in all aspects of my life. I believe you never stop learning and the tools available to us now allow us to expand our knowledge in ways that weren’t previously thought possible.
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.