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 which was established by Wayne Audsley and Phillip Betts is led by Wayne, who is a chartered financial planner, which means he has 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…
Planner
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.
Lairgate Financial was launched 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’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 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.