Empowering you to achieve your financial goals, one step at a time
Who We Are
West Riding Personal Financial Solutions Limited has been a cornerstone of West Yorkshire's financial landscape since our inception in 2004. Founders Neil Liversidge and his wife, Linda, set out to create a firm that would provide tailored financial guidance to individuals, families, and businesses alike. Our commitment to excellence has enabled us to grow and thrive, now managing in excess of 90 million for a diverse range of clients.
Our Services
We offer a comprehensive suite of financial services designed to help our clients achieve their long-term goals. Our expert team provides bespoke advice on all aspects of personal finance, including pensions, savings, investments, drawdown, and equity release. Whether you're looking to secure your financial future, grow your wealth, or protect your assets, we have the expertise and resources to help.
Investment and Retirement Planning
At West Riding, we understand the importance of investing in your future. Our investment and retirement planning services are designed to help you build a secure financial foundation for the years ahead. Our experienced advisors will work closely with you to understand your goals, risk tolerance, and financial objectives, providing tailored investment strategies to help you achieve your aspirations.
Regular Savings and Trustee Investments
We believe that regular savings are a vital component of any long-term financial plan. Our regular savings and trustee investments services are designed to help you build a nest egg, invest in your future, and protect your assets for generations to come. Our experts will work with you to develop a tailored savings plan, tailored to your unique circumstances and financial goals.
Children's Investments and Claims Management
As parents, we're all concerned about the future of our children. Our children's investments and claims management services are designed to help you secure a bright financial future for your loved ones. Our experts will work closely with you to develop a comprehensive financial plan, including investments, savings, and protection strategies, to ensure your children's financial well-being for the years ahead.
Equity Release and Mortgages
At West Riding, we understand the importance of accessing the right mortgage products to suit your unique circumstances. Our equity release and mortgages services are designed to help you unlock the value of your property, release capital, or purchase your dream home. Our experienced advisors will work closely with you to understand your financial objectives, providing expert guidance on the most suitable mortgage solutions to help you achieve your goals.
Individual, Family, and Business Protection
Life is full of uncertainties, and it's essential to protect the people and things that matter most to you. Our individual, family, and business protection services are designed to help you safeguard your loved ones, assets, and business against the unexpected. Our experts will work closely with you to develop a tailored protection plan, including life insurance, income protection, and business protection, to provide peace of mind and financial security.
Asset Defence and Business Financial Planning
At West Riding, we believe that asset defence is a critical component of any comprehensive financial plan. Our asset defence and business financial planning services are designed to help you protect your wealth, invest in your future, and thrive in the face of uncertainty. Our experts will work closely with you to develop a tailored financial plan, including investment strategies, taxation planning, and business succession planning, to help you achieve your goals.
Bereavement Services and Pension Annuities and Drawdown
We understand that life's unexpected events can be emotionally challenging. Our bereavement services and pension annuities and drawdown services are designed to help you navigate the complexities of estate administration, probate, and pension planning. Our experienced advisors will work closely with you to develop a comprehensive plan, providing expert guidance on the most suitable solutions to help you achieve a smooth transition and achieve your financial goals.
Our Mission
At West Riding, our mission is simple: to provide honest, transparent, and expert financial advice to individuals, families, and businesses. We're committed to building long-term relationships built on trust, integrity, and mutual respect. Our experienced team is dedicated to helping you achieve your financial goals, ensuring you have the financial security and peace of mind to enjoy the things that matter most to you.
What to Expect
When you work with West Riding, you can expect exceptional service, expert advice, and a commitment to understanding your unique financial circumstances. Our experienced advisors will work closely with you to develop a tailored financial plan, providing guidance on the most suitable products and solutions to help you achieve your goals.
Case Studies and Testimonials
We're proud of our achievements and the positive impact we've had on our clients' lives. Our case studies and testimonials demonstrate our expertise and commitment to delivering exceptional financial services. We're proud to be a leading Independent Financial Adviser firm, and we're committed to continuing to provide expert advice and guidance to our clients.
Exceptional Service
Reviews of West Riding Personal Financial Solutions are overwhelmingly positive, with numerous clients praising the firm's exceptional service, expertise, and professionalism. They describe the advisors as being highly knowledgeable, reliable, and trustworthy, with the capacity to explain complex financial concepts in a clear and concise manner.
Consistency and Reliability
Consistency is a key theme, with clients praising the firm's commitment to delivering high-quality service over an extended period. They highlight the proactive approach of Neil Liversidge, who is described as being ahead of the curve and willing to challenge fraudulent activity in the financial industry.
Personal Touch
The personal touch is also emphasized, with clients appreciating the time taken to understand their individual needs and circumstances. They value the friendly and approachable nature of the advisors, who are described as being courteous, informative, and professionally led.
Expertise and Reputation
The firm's expertise and reputation are also significant factors, with clients mentioning the firm's success in navigating complex financial issues and providing sound, honest advice. Neil Liversidge is particularly praised for his exceptional knowledge and integrity, having blown the whistle on the LCF scandal and providing vital information to the Financial Conduct Authority.
Outstanding Reviewers
While there is only one reviewer who rates the firm negatively, the vast majority of reviewers are extremely satisfied with the service they have received. They provide detailed and specific examples of the excellent service they have experienced, often highlighting the firm's commitment to customer service, expertise, and integrity.
