West Riding Personal Financial Solutions Ltd

Independent Financial Adviser 17a Sagar Street, Castleford, West Yorkshire, WF10 1AG
FCA verified
14th January 2019
Our two advisers, Neil Liversidge and Charlotte Kelso, have 60 years experience between them. We are completely independent.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Neil Liversidge Dip PFS
Managing Director
Charlotte Kelso Dip PFS, LLB
Operations Manager
Where to find us

17a Sagar Street, Castleford, West Yorkshire, WF10 1AG

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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

We voluntarily submit all our advice and services to the independent scrutiny of a third-party compliance auditor. Since the firm was founded we've never had a complaint held against us and have never had even one complaint go to the Financial Ombudsman Service. No adviser firm in the UK has a cleaner record than ours.

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