Founded in 2004 we are a small and friendly family firm with clients throughout the UK. Our highly qualified staff are used to dealing with all aspects of financial advice. Managing Director Neil Liversidge is a respected commentator on financial matters featuring regularly on the BBC and in the national press. Our charges are among the lowest in the profession. Most of our clients come by referral from existing clients, solicitors, and accountants. Our staff members have mostly been with us for many years and all are fully employed by the practice; we do not have self-employed advisors. Our office in Castleford is fully equipped with private client meeting rooms and has an abundance of nearby parking. We pride ourselves on delivering the quality of advice and service to all our clients that is generally only enjoyed by the extremely wealthy. One of the nicest things we've ever had said about us is that we "Give a private-bank style and level of service to the kind of people who would never normally be able to become private bank clients." Okay, Castleford isn't London, New York, Leichtenstein, Bermuda or Zurich, but we're charging West Yorkshire style prices for our services!
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