We are independent financial advisors, based in the Wakefield area with over 30 years experience
providing bespoke financial solutions to private and business clients.
Wakefield Financial Services offer simple, jargon free advice with a down to earth, personal approach to help find the right solutions to all your financial needs.
Whether you're planning for retirement, investing for the future or insuring against unforseen events such as premature death or an illness, Wakefield Financial Services will find the right product for your current and future requirements.
We Specialise In:
To arrange a callback fill in the form opposite. Any questions or queries, please use the form on the contact us page.
The Benefits of Financial Advice
There are many intelligent ways to invest your capital and manage your money but this can prove to be a difficult and
time consuming process to do yourself.
However, a trained planner has access to hundreds of products and choices available to you from a multitude of companies and can help set financial goals and priorities needed to ensure you meet them. Your financial advisor will discuss your circumstances, your requirements and your short and long term objectives with you to assess your personal financial situation. They will then recommend the best products available to suit your needs.