Please see our latest financial advice for those effected by the Corona Virus.

Wakefield based financial advice

Your full service local independent financial adviser in Wakefield. Whatever you need assistance with, we can help, so talk to our team today or take a look at our site for more about our financial services.

Man shielding family from rain

Protection Insurance

In the event of early death, diagnosis, diagnosis of a specified critical illness. Protect you income in the event of a long term illness

Man holding time

Retirement Planning

Plan for your future to provide the income you want in retirement to live the life you would like

piggy bank

Savings & investments

Invest for potential growth using tax efficient wrappers to meet planned future needs

People with money tree

Investment Management

Devising short, medium or long-term Investment Plans to meet your financial goals through the use of award winning Platform

Checking list

Estate Planning

Tax efficient planning to cover and mitigate Inheritance Tax using appropriate investments, life assurance plans and trust specialist

home owner

Mortgage Services/Lending

Specialist advice on all types of mortgages and company lending needs. Use of Accountants, Solicitors and other specialists if needed

Our accreditation's

It's important to know that your financial adviser is set by the top industry standards.

Chartered Insurance Institute

The latest stock reports

126 values

At 126financial we work by our own set of values and principles, they guide us every day.

Number 1 in Hexagon


Independent Financial Advice

Number 2 in Hexagon

Customers Interest

Your interests come first and are at the heart of what we do

Number 3 in Hexagon


Dedicated to providing professional advice following years of experience, qualified Fellow and Chartered Financial Planner

Number 4 in Hexagon


Honest advice and clarity of fee and commission structure

Number 5 in Hexagon


Dedicated to customer service and interests with over 30 years in financial services

Number 6 in Hexagon


Knowledge built over many years through education and training to provide expert financial advice and guidance

We help clients to become financially free in Wakefield

Through the use of tax efficient savings vehicle and investments we can tailor them to meet your future objectives and retirement plans. Planning to repay mortgages and build capital for the future to meet spending needs and to help generate an income to allow you to retire early.

Image of people on money with graphs