V Financial

Restricted - Whole of Market  Longsfield Business park, Barnsley, South Yorkshire, S71 3GN
First meeting at adviser's own cost
Providing experienced financial advice - friendly, ethical, knowledgeable, and professional. V-Financial ltd an appointed representative of Quilter Financial Planning solutions ltd can assist in all areas of your financial needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Group private medical insurance
Response rating
9.3/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Ryan Moore DipFA
Financial Advisor
What our clients say
V Financial Helped me with a remortgage and life insurance. Everything was taken care of in a timely manner and helped us to find a good rate. Quite impressed with how professional they were.
Paul Westby, Rotherham
Good, honest advisor. Helped me to move Three Pensions into one. Very knowledgeable, straight to the point and fees paid were cheaper than another advisor had tried to charge. Happy with the continued service.
Ashley Speight, Rotherham
I had a free no obligatory meeting with Ryan, during the meeting he reviewed my Pension and investment strategies. Upon the review it turned out it was the best advice to leave my Pension with Standard Life. I was grateful for Ryan's honest advice. We did end up taking out some life and critical illness insurance, which replaced an old policy and was better value. I would highly recommend Ryan to anyone seeking Financial advice.
Michael Earnshaw, Rotherham
Ryan helped me to consolidate my old company Pensions schemes into one place. His advice was very helpful and he explained everything in simple terms. Since becoming a client of Ryan's i have been extremely happy with the service and the performance on my Pension has achieved higher growth than previous years.
Andrew McEnery, Rotherham
About us

V-Financial ltd is a local business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with discipline and determination.

Fundamentally we ‘listen’…. we then ‘assess’ the best solution for your circumstances, and we ‘recommend’ your own unique plan that will add tangible value for many years to come.

With the support and backup of a FTSE250 business called Quilter, we will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype/Zoom meeting at a time convenient to you and you will be kept updated of progress throughout the advice process via telephone or email – it’s your choice.

Our business has grown organically through recommendation and referral since it was established in 2012 to now cover the whole of the UK with experienced ‘ethical’ professionals who put your wealth management and preservation needs at the centre of what we do.

Our services

We work holistically with individuals and their families to optimise savings and protect both their health and wealth over the long term. In addition, we also support small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an Qualified Adviser can access.

Our expert team includes DipFA Advisers and specialists in Pensions, Divorce, Mortgages as well as ISAs, SIPPS and more generic products.

Whether you're planning for retirement, accessing tax free cash, protecting your family or simply keen to reduce your tax bill, our professional and friendly professional financial advisers would like to help you.

Where to find us
Head office address: Longsfield Business park, Middlewoods way, Barnsley, South Yorkshire, S60 2AG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 26th July 2021

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