James Financial

Reviews, get directions and contact details for James Financial

"Independent Financial Advice for individuals, business, charities, trusts"

Address: 31 Lairgate, Beverley HU17 8ET, UK

Phone: 01482 860700

Website

State: East Riding of Yorkshire

City: Beverley

Zip Code: HU17 8ET

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

I engaged with Wayne and the team at Lairgate Financial to assist in a personal pension transfer into my SSAS.  Wayne and his team provided exceptional customer service, always friendly and professional.  Compared to other IFA’s I had quotes from, their fees were also extremely reasonable.  Even when the existing pension provider was being difficult by introducing hoop after hoop to jump through over a period of a few months, the ongoing advice and tenacity showed by Lairgate was second to none. I wouldn’t hesitate to contact Wayne for further IFA services, in my view this is exactly how an Independent Financial Adviser should be.

Wayne Audsley at James Financial advised me on my pension transfer into my SSAS. Wayne was very professional and efficient, as well as approachable and easy to deal with. The transfer advice was first class. Highly recommended for pension advice including SIPP and SSAS transfers.

I was referred to James Financial after previous attempts to transfer a DB pension into my SIPP could not be completed by other IFAs and advisors. Wayne Audsley and the team at James Financial swiftly dealt with my application, understood the process thoroughly and at all stages were amiable, very knowledgable and professional. Recommended.

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Reviews, get directions and contact details for James Financial

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