Independent Financial Advisers in Castleford, Yorkshire



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WF - Wakefield

West Riding Personal
Financial Solutions
Limited

Paramount IFA

Utopia Group

West Riding PFS Ltd

Address: 17A Sagar Street, Castleford, WF10 1AG
Telephone: 01977 808600
Fax: 01977 667601
Mobile: 07904 332531
E-mail: advisors@wrpfs.com
Visit our Web Site: www.wrpfs.com

Contact: Neil Liversidge, Managing Director

“Honest Advice in Plain English”

We advise on:

Investments, savings and pensions of all types.
Cover to protect your family home against death, disability and unemployment
Life assurance and critical illness cover to provide for your family in the event of death
Asset defence strategies to protect your assets against Inheritance Tax and local authority care charges*
Key person, partnership and co-shareholder protection for businesses
Mortgages*
Will-writing
Buildings and contents insurance

*The FSA does not regulate Will, writing, taxation advice and some types of mortgage.

West Riding’s Managing Director, Neil Liversidge has worked in financial services since 1980. His experience includes five years in charge of investment research at DBS Financial Management plc, where as the ‘advisor to the advisors’, he provided research and guidance to 3,500 financial advisors at more than 1,800 IFA firms throughout the UK.

Why Independent?
As Independent Financial Advisors it’s our job to act on your behalf and in your best interests. Being independent means we are free to choose from a very wide range of providers, finding the best products for your particular circumstances.

Our service
We understand that decisions affecting your financial future are amongst the most important you’ll ever make. That’s why we treat every client with the greatest of care, consideration and understanding. We’ll give you the time and attention you need, and because we understand that many people work during office hours, we’re happy to meet on evenings or at weekends.

What will happen?
Our first meeting will include a thorough ‘fact-finding’ exercise. We’ll then provide our recommendations in writing, so you can consider them at your leisure, after which further meetings and discussions may follow. Where necessary we will work with your solicitor, accountant or other professional advisor to ensure our advice fits with theirs. As you would expect, we place the highest importance on total client confidentiality. Most important of all, we tell it like it is, in plain English, explaining any risk that’s involved.

To arrange a free consultation please contact Neil Liversidge
Email advisors@wrpfs.com / Telephone 01977 808600
West Riding PFS Ltd is Authorised and regulated by the Financial Services Authority

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