From personal to corporate, if you need financial advice in Wakefield we’re here to help

At we help people across Wakefield achieve their goals; from personal security to business longevity, we have you covered.

A little about us

We are part of LFP Financial Planning and Wealth Management and are regulated by the FCA. We pride ourselves on allowing us to give you the time and quality of service and advice that you deserve.

We believe in good old fashioned customer service where you come first, we know our clients by their first name and understand how they work and what they want.

We work with clients in Wakefield and across the UK, if you need an IFA in Wakefield we're ready to talk today.