Savings & Investments


Whether you are saving for a specific reason such as a new car or a holiday or investing for the future we can structure your portfolio to meet with your short, medium and long term needs.

ISA's, Unit Trusts, OEICs, Bonds, Investment Trusts, Warrants - the list of the savings and investment vehicles available to you is huge. Making sure that you make use of your tax-free allowances and choosing an investment that will meet your objectives is a task that most people could find daunting.

We are also working towards driving down the costs of including the very best investment managers within your portfolios.

We will strive to provide competitive rates of growth, income or a combination of the two whilst also aiming to pass on your wealth on death,to the individuals of organisation that are close to you. The use of Estate Planning, Will Writing and Trusts may be incorporated to reduce any potential Inheritance Tax liability.

Contact us today to discuss your requirements - 01924 821111

Valuation Centre

How can we help you?

Countdown to 2017/18 ISA Deadline

ISA Deadline is on 5th April 2018

-17 Day Remaining   

Take Advantage of Your Tax-Free Allowance before the year ends.

Why wait?

News & Announcements

Lofthouse Gate Ltd  - 
Prosperity House, 9 - 11 Potovens Lane, Wakefield, WF3 3JE
 |  Tel: 01924 821111  |  Fax: 01924 821112  |  email:

Lofthouse Gate is a trading name of Fairstone Financial Management Ltd. Registered in England No. 05574120   
- Authorised and regulated by the Financial Conduct Authority - Financial Services Register number: 475973   

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