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.
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
Retirement Planning
Plan for your future to provide the income you want in retirement to live the life you would like
Savings & investments
Invest for potential growth using tax efficient wrappers to meet planned future needs
Investment Management
Devising short, medium or long-term Investment Plans to meet your financial goals through the use of award winning Platform
Estate Planning
Tax efficient planning to cover and mitigate Inheritance Tax using appropriate investments, life assurance plans and trust specialist
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.
The latest stock reports
126 values
At 126financial we work by our own set of values and principles, they guide us every day.
Impartial
Independent Financial Advice
Customers Interest
Your interests come first and are at the heart of what we do
Professional
Dedicated to providing professional advice following years of experience, qualified Fellow and Chartered Financial Planner
Honest
Honest advice and clarity of fee and commission structure
Dedicated
Dedicated to customer service and interests with over 30 years in financial services
Expertise
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.
