West Riding Personal Financial Solutions Ltd

Independent Financial Adviser  West Riding Personal Financial Solutions, West Yorkshire, WF10 1DG
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FCA authorised
Last authorised 10th January 2022
Managing over £60m in client assets West Riding is the only completely Independent Financial Advisor firm in Castleford.
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
Meet our advisers
MR Neil Liversidge Dip PFS
Managing Director
About us

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!

Our services

Investment and Pension Drawdown advisers with in excess of £60m under management.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

West Riding Personal Financial Solutions, 8 Commercial Street, West Yorkshire, WF10 1DG

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