WFI Financial

About WFI Financial LLP

WFI Financial LLP is a large, regional independent wealth management organisation with offices in Sheffield, Derby, Lincoln and Grimsby.

Our Approach

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Corporate Financial Planning

WFI Financial LLP provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.

Our Services

We provide a comprehensive approach to corporate financial planning offering a range of products for employers and employees alike.

Welcome to WFI Financial LLP

WFI Financial LLP with a head office in Sheffield and branch offices in Derby, Lincoln and Grimsby is one of the region's largest firms of independent financial advisers (IFAs). We understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust. At WFI, we have 30 partners and employees who will assist in this task.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business. For further information please contact us.

WFI work in partnership with our clients and other professional advisers such as solicitors and accountants to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.

Treating Customers Fairly

WFI is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority, and we are happy to work within a regulated environment which prioritises the interests of consumers.

WFI has responded to the FCA initiative, Treating Customers Fairly, and has set out what clients can expect as part of our advice process. Click here to find out more

Financial News

Private Clients

Most individuals need sound independent financial advice at some time in their lives and at WFI we offer a total wealth management service incorporating virtually every facet of finance and investment.

  • Personal financial health check
  • Life assurance
  • Retirement planning
  • Pension transfers
  • Inheritance tax planning*
  • Tax shelter investments*
  • Mortgages
  • Planning for long term care
  • Commercial property investment*

Corporate Financial Planning Advice

We provide a comprehensive approach to corporate financial planning offering a range of products for employers and employees alike.

  • Corporate financial health check**
  • Executive and directors pension planning
  • Business assurance protection
  • Employee benefits
  • Commercial property investment**
  • Corporation tax mitigation*
  • Planning for the sale of business or retirement*

* These services will be referred to a third party

Sheffield Office

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

T: 0114 2758882
F: 0114 2758001

Derby Office

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

T: 01332 296 222
F: 01332 296 333

Lincoln Office

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

T: 01522 548 070
F: 01522 548 071

Grimsby Office

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

T: 01472 278 800
F: 01472 276 422