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