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Wakefield Office

Our financial planners in Wakefield are here to help you live your best financial life.

Financial planning services in Wakefield

At Finli, our financial planners in Wakefield are dedicated to helping you achieve financial success and peace of mind. Whether you’re planning for major life milestones or seeking expert advice to manage life’s uncertainties, we’re here to help.

Based on your needs and objectives, we will craft customised solutions that are designed to help you achieve your financial goals. We maintain regular communication to ensure everything we implement stays on track, helping you manage your progress effectively.

Our financial services in Wakefield include:

  • Savings & Investments: Protect and grow your wealth with personalised strategies.
  • Financial Planning: Develop a holistic plan that aligns with your goals and values.
  • Retirement & Pensions: Plan for a secure and fulfilling retirement with expert advice.
  • Estate Planning: Ensure your legacy is managed effectively for future generations.
  • Mortgages & Protection: Safeguard your financial future with tailored advice.

Speak to our team today to start your financial planning journey.

Contact Wakefield Office

Meet our financial planners in Wakefield

Nik has been helping clients plan their financial futures since 1999. He is passionate about supporting people to achieve their goals and enjoys mentoring the next generation of planners. Beyond work, Nik loves travelling, exploring new places, and coaching a junior football team.

Darren has worked in financial services since 2007. He specialises in investment and pension planning, helping clients make confident, informed choices. Away from the office, Darren enjoys golf, football, and spending time with his family.

Gavin has worked in financial services since 2005 and brings extensive technical knowledge as a Chartered Financial Planner.

Gavin specialises in pensions and long-term planning, helping clients make decisions with clarity and confidence.

Outside of work, he enjoys playing football, watching all kinds of sport, and spending time with his family.

Andrew has worked in financial services since 2010 and focuses on helping clients make confident, long-term financial decisions. He values building trusted relationships that make a lasting difference. Outside of work, Andrew enjoys travelling with his partner and spending time with family in Devon.

With more than 14 years of experience in financial services, Paul provides tailored financial planning to help clients achieve their long-term goals. He enjoys building lasting relationships and offering guidance that makes a genuine difference. Outside of work, Paul spends his time playing sport and being with his young family.

Robert has been supporting clients since 1993, specialising in working with high-net-worth individuals.

He values strong relationships and takes pride in helping clients enjoy financial clarity and balance. In his free time, he enjoys travelling, spending time with family, and playing golf.

Dominic began his financial services career in 2006. He focuses on helping clients make informed decisions to achieve financial confidence. When he’s not working, Dominic enjoys cooking, golfing, and camping with his children.

Daniel brings more than a decade of experience in financial services, supporting clients to plan for the future and make confident choices about their money. He is known for his friendly, down-to-earth approach. Outside of work, Daniel enjoys rugby, golf, and long walks with his dog.

Jen has worked in financial services since 2007, guiding clients to make sense of their money and plan for the future. She combines practical advice with a warm, personal touch to build trust and confidence. Away from work, Jen enjoys travelling and dining out with her family in Glossop.

With a career in financial services spanning more than 30 years, Jonathan offers thoughtful and measured financial planning to help clients achieve their goals. His depth of experience brings reassurance and perspective to every conversation. Outside of work, he enjoys hill walking, angling, and rugby.

Antony has worked in financial services since 2002, following an early career in engineering. He supports clients across Yorkshire, helping them plan effectively for their financial futures. When not working, Antony enjoys family life in East Yorkshire with his partner and two children.

Paul began his financial services career in 2019 and focuses on helping clients make confident, well-informed financial decisions. He enjoys supporting people in achieving their life goals through clear, practical planning. Outside of work, Paul loves travelling, skiing, and spending time with his family.

Starting his career in accountancy in 2013 before moving into financial planning, Reece combines analytical skill with a client-first approach. He takes pride in delivering advice that’s both clear and actionable. In his spare time, Reece enjoys the gym, travel, and his passion for cars.

Peter has worked in financial services since 1999 and specialises in pensions and retirement planning. His calm, methodical approach helps clients plan for the future with confidence. Away from work, Peter enjoys coastal walks with his dog, following rugby, and travelling overseas.

Mark is an experienced financial planner dedicated to helping clients plan for their future with clarity and confidence. He enjoys building long-term relationships and supporting people in achieving their goals. Outside of work, Mark loves travelling, dining out, and exercising with his dog, Bella.

Ian has worked in financial services since 1999. He focuses on helping clients gain control and confidence in their financial plans. In his free time, Ian enjoys family trips in the caravan, following Rotherham FC, and playing golf and football.

Laurie has been supporting clients in financial services since 2014, combining a strong technical background with a personable approach. He enjoys helping people make the most of their money and build confidence in their plans. Away from work, Laurie is a keen rugby player, traveller, and devoted family man.

Connah began his career in financial planning in 2023 and brings a fresh, forward-thinking approach to helping clients achieve financial wellbeing. He focuses on building strong relationships and providing clear, practical guidance. Beyond work, Connah enjoys golf, family time, and socialising with friends.

Ken has worked in financial services since 2003 and holds advanced qualifications in regulated financial planning. He provides detailed, goal-oriented support to help clients make confident decisions. Outside of work, Ken enjoys football and spending time with family and friends.

Chris draws on a background in fund management to provide thoughtful and well-rounded financial planning. Since entering the industry in 2012, he has built a reputation for helping clients understand and manage their wealth effectively. In his spare time, Chris enjoys cooking, snooker, badminton, and walking his dogs in the Peaks.

Aaron has worked in financial services since 2007, supporting clients with straightforward, reliable planning. He takes pride in helping people achieve stability and confidence in their finances. Outside of work, Aaron enjoys football and spending time with family and friends in Barnsley.

George has worked in financial services since 2017 and enjoys helping clients make confident financial decisions. His approach is built on trust, clarity, and long-term planning. When he is not working, George enjoys cricket, squash, hiking, and weekends exploring the Yorkshire Dales and Lake District.

Ed has worked in financial services since 2003 and is a Chartered Financial Planner. He provides expert advice across pensions and retirement planning, helping clients make informed, confident decisions. Outside of work, Ed enjoys travelling and spending time with his wife and two children.

David joined the profession in 2024 and takes pride in delivering clear, practical financial guidance. With a strong focus on helping clients protect and grow their wealth, he brings energy and enthusiasm to every conversation. Away from work, David enjoys spending time with his family, walking his dogs, and playing tennis and cricket.

Jacob has been in financial services since 2021, supporting clients to achieve their goals through personalised financial planning. He enjoys helping people take control of their finances and plan for the future. In his spare time, Jacob loves travelling, playing golf, scuba diving, and spending time with family and friends.

With experience in financial services since 2004, Aston supports clients in achieving clarity and peace of mind in their financial plans. He believes in the value of simple, straightforward advice that helps people live well. Away from work, Aston enjoys walks in the countryside, real ale, and European city breaks with his wife, Laura.

Mark began his career in financial services in 2019 after transitioning from mortgage advice to wealth management. He works with both individual and corporate clients, providing tailored financial planning and long-term support. Outside of work, Mark enjoys family life, football, and outdoor walks with his dog.

Thomas has been in the financial planning profession since 2018, helping clients build financial security and confidence in their futures. His approach is friendly, practical, and focused on what matters most to each individual. Away from work, Thomas enjoys running, golf, football, and cricket.

Andrew has worked in financial services since 2012, supporting clients to make smart, confident decisions about their money. He enjoys helping people plan for the future and achieve their goals. Outside of work, Andrew is a keen squash player who also enjoys walking, travelling, and spending time with friends and family.

Terry brings over 15 years of experience in financial services, specialising in investment and pension planning. He takes pride in providing advice that helps clients achieve lasting financial wellbeing. Beyond work, Terry enjoys cooking, walking, golf, socialising, and travel.

Maddie began her career in financial services in 2019. She now works as a Financial Planner, helping clients make informed, confident decisions about their financial futures. Outside of work, Maddie enjoys staying active, developing her piano skills, and taking on new challenges, from running and skiing to time in the gym.

Annabel began her financial services journey in 2020 and has since progressed from paraplanning into a financial planner role.

She enjoys working closely with clients to help them make informed decisions and build a financial plan that feels clear and achievable.

Away from work, Annabel loves spending time with friends and family, going out for meals, and travelling to new places to experience different cultures.

Lyndon has worked in financial services since 2018, bringing strong academic foundations with a BA in Business Economics and an MSc in Wealth Management.

He supports clients with clear, structured financial planning designed to help them achieve long-term confidence and direction.

Outside of work, Lyndon is a keen sports enthusiast and has played ice hockey for more than a decade, even winning a junior Olympic medal.

Andrew has worked in financial services since 1987, bringing decades of experience to his role as a Financial Planner.

He enjoys helping clients make clear, confident decisions about their long-term financial wellbeing.

Andrew is a football fan who plays five-a-side each week, enjoys walking his springer spaniel, and has a soft spot for real ale.

With nearly a decade of experience across financial planning, paraplanning, and protection, Jake takes a holistic approach to safeguarding clients’ financial futures. He prides himself on helping clients protect both their assets and lifestyle. In his personal life, Jake enjoys mountain hiking, following sport, and supporting Manchester United.

Jonathan began his career in 2023 and provides clear, practical guidance on mortgages and protection. He is passionate about helping clients find the right solutions for their needs and goals. Outside of work, Jonathan enjoys rugby, Formula 1, and family life with his wife and three children.

Contact Wakefield Office

01924 200 241
[email protected]
Finli
Unit 5
Westgate Court
SilkWood Park Ossett
Wakefield
WF5 9TT

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