WFI Financial

About WFI Financial LLP

WFI Financial LLP is a large, regional independent wealth management organisation with offices in Sheffield, Derby, Lincoln, Grimsby and London. We provide a bespoke, all-encompassing financial advisory service to a broad spectrum of personal and corporate clients.

At WFI, we have 15 appropriately qualified Independent Financial Advisers with an average industry career of over 21 years. We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being. Our independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy, we have the expertise to provide the answer.

Impartial advice of the highest quality

At WFI, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our clients' interests – not someone else's.

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Building rewarding relationships

Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.

WFI are one of only 400-plus UK IFA firms to be awarded the Chartered Financial Planners status by the Chartered Insurance Institute*. We also have fully established introducer relationships with several of the region's well-respected firms of Chartered Accountants and well-known multi-partner law firms to provide independent financial advice to their clients.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.

* as at 13th January 2015

Sheffield Office

WFI House,
2 Queens Road,
Sheffield, South Yorkshire S2 4DG

T: 0114 2758882
F: 0114 2758001
E: info@wfillp.co.uk

Derby Office

WFI House,
5 Brunel Business Park,
Brunel Parkway,
Pride Park DE24 8HR

T: 01332 296 222
F: 01332 296 333
E: derby@wfillp.co.uk

Lincoln Office

Greetwell Place, Limekiln Way,
Greetwell Road,
Lincoln LN2 4US

T: 01522 548 070
F: 01522 548 071
E: lincoln@wfillp.co.uk

Grimsby Office

27 Louth Road,
Scartho, Grimsby,
North East Lincolnshire
DN33 2ER

T: 01472 278 800
F: 01472 276 422
E: grimsby@wfillp.co.uk

London Office

11 Bruton Street,
London
W1J 6PY

T: 0203 763 5837
E: london@wfillp.co.uk