W F I Financial LLP

Independent Financial Adviser Wfi Financial Llp, Wfi House, 2 Queens Road, South Yorkshire, Sheffield, S2 4DG
FCA verified
18th March 2019
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Remortgage
    • Residential
    • Self employed
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Charles Gillespie FPFS
Chartered Financial Planner
adviser-person
Simon Megson
adviser-person
Mark Rendall DipPFS
Indpendent Financial Adviser
adviser-person
Robert Mitchell FPFS
Chartered Financial Planner
adviser-person
Matthew Daughtrey DipPFS
Independent Financial Adviser
adviser-person
Lee Thompson FPFS
Chartered Financial Planner
adviser-person
Paul Archer DipPFS
Independent Financial Adviser
adviser-person
Mark Oliver DipPFS
Independent Financial Adviser
adviser-person
Claire Winchurch DippFS
Independent Financial Adviser
adviser-person
Mark Jones DipPFS
Independent Financial Adviser
adviser-person
Simon Durkan DipPFS
Independent Financial Adviser
Where to find us

Wfi Financial Llp, Wfi House, 2 Queens Road, South Yorkshire, Sheffield, S2 4DG

About us

We are a leading firm of Independent Financial Advisers with offices in Sheffield, Derby, Grimsby and Lincoln, providing our clients with comprehensive services covering all aspects of Financial, Investment, Total Wealth Management and specialising in advising SME's.

We have gained a reputation for our level of service, expertise and integrity. Our services are utilised by clients in diverse sectors which include Merchant Banking, Accountancy, Professional Footballers and Business Owners.

We are a highly regarded Independent Chartered Financial advisory firms, one of the first and few firms to achieve Chartered Status in the UK with Offices in Sheffield, Derby, Grimsby and Lincoln advising clients UK wide. We have 16 dedicated and highly qualified advisers across all offices supported by an experienced team of technical and support staff and manage wealth on behalf of our clients with nearly £550m in investments. We have a clear and highly controlled investment philosophy and process.

For further information visit our website

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

The Financial Conduct Authority does not regulate tax & trust planning, most forms of buy to let mortgages & commercial mortgages, and legal services.

WFI Financial LLP is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

Equity Release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.

Tax treatment is based on individual circumstances and may be subject to change in the future.

WFI Financial LLP is registered in England & Wales under registration number OC367257. Registered office address: WFI House, 2 Queens Road, Sheffield, South Yorkshire, S2 4DG.

Head Office: WFI House, Queens Road, Sheffield, South Yorkshire, S2 4DG.

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