W F I Financial LLP

Independent Financial Adviser Wfi Financial Llp, Wfi House, 2 Queens Road, South Yorkshire, Sheffield, S2 4DG
Response rating
7.0/10
FCA verified
21st January 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
Charles Gillespie FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Mark Rendall DipPFS
Indpendent Financial Adviser
Robert Mitchell FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Matthew Daughtrey DipPFS
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Lee Thompson FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Paul Archer DipPFS
Independent Financial Adviser
Mark Oliver DipPFS
Independent Financial Adviser
Claire Winchurch DippFS
Independent Financial Adviser
Mark Jones DipPFS
Independent Financial Adviser
Simon Durkan DipPFS
Independent Financial Adviser
Where to find us

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

Contact us
About us

We are a leading firm of Independent Financial Advisers with offices in Sheffield, Derby, Grimsby, London 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, London and Lincoln advising clients UK wide. We have 15 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 £300m 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.

Similar advisers near you

Independent Financial Adviser 0.61 mi
Totally independent financial advice for individuals, families and small businesses specialising in retirement planning, pensions, savings and investments.
 
Independent Financial Adviser 0.63 mi
Independent expert advice tailored to your personal requirements and taking into account your financial circumstances.
 
Independent Financial Adviser 0.66 mi
We provide independent, financial advice to individuals, businesses and trustees to help them create, manage and preserve their wealth.
 
Independent Financial Adviser 0.83 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner