Lairgate Financial

Independent Financial Adviser  42 Main Street, Horkstow, DN18 6BG
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FCA authorised
Last authorised 1st August 2022
Remember, you are the client - you decide how you want to be advised!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Phillip Betts
Chartered Financial Planner/Director
MR Wayne Audsley
Chartered Financial Planner/Director
Mr Andrew Blissett
Financial Planner
About us

At Lairgate Financial, our mission is to provide a fresh approach to financial advisory and wealth management services. We are experienced advisers who provide a fresh client focused service.
We understand the longstanding impact that our advice can have on clients lives and never take this responsibility lightly. We understand that clients are generally in need of clear advice or guidance. They want advisers who actually care about their financial well-being and take the time to understand what they want.
I am sure you will find us refreshingly different. Lairgate Financial are a fresh, open and transparent financial advisory and wealth management firm. I could use various adjectives such as proactive, straight-talking, approachable, professional etc. I would rather put it more simply; we are here to help and we speak your language. Straight-talking financial advisers - now that is refreshing!

Our services

Of course, like any business, we need to attract new work and new clients. However, the fact is that we spend a lot of our time attending to the needs of our existing clients and running their investment and pension portfolios, rather than chasing brand new clients.
Wouldn’t you like to deal with a firm that puts the needs of its existing clients first?

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

42 Main Street, Horkstow, DN18 6BG

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