West Riding Personal Financial Solutions Limited
West Riding Personal Financial Solutions Limited is a privately held, UK-based independent financial advisory firm founded in 2004 in Castleford, offering regulated advice on pensions, investments, equity release, and tax planning to individual retail clients.
- Company typePrivate
- Founded2004
- HeadquartersCastleford, United Kingdom
- Headcount1–10
- GTM typeB2C
- OfferingServices
What West Riding Personal Financial Solutions Limited does
West Riding Personal Financial Solutions Limited is a privately held, for-profit independent financial advisory firm incorporated and operating in the United Kingdom. Founded in 2004 and headquartered in Castleford (West Yorkshire), the firm provides independent financial advice across four core service lines: pensions, investments, equity release, and tax planning. The company's stated proposition is directed at retail clients — and likely small-business owners — seeking regulated, advice-led guidance rather than execution-only or robo-advice services.
The firm operates at boutique scale, with a stated headcount of 1–10 employees, consistent with a small UK IFA practice model. Its revenue mechanics are not disclosed in the source data, but are likely a combination of adviser fees (initial and ongoing), and potentially commission on regulated products, in line with UK retail advice market conventions. Pricing details, customer segments, marketing channels, distribution strategy, and value proposition specifics are all absent from the available data. The company website (wrpfs.com) was inaccessible during data collection, returning only a verification/loading page, which limits independent verification of the firm's service and operational profile.
Strategic and corporate information is sparse: there is no record of funding, M&A, leadership changes, regulatory actions, partnerships, product launches, patents, or award recognition in the source data. Ownership structure, parent/subsidiary relationships, and management team composition are also undisclosed. As a long-tenured micro-IFA in a fragmented UK advice market, the firm likely relies on local reputation, personal adviser-client relationships, and FCA authorization as its primary commercial anchors, though none of these dimensions is directly evidenced in the input.
West Riding Personal Financial Solutions Limited firmographics
Firmographics- Name
- West Riding Personal Financial Solutions Limited
- Legal name
- West Riding Personal Financial Solutions Limited
- Website
- https://wrpfs.com
- Company type
- Private
- Founded year
- 2004
- Headcount range
- 1–10 employees
- Short description
- West Riding Personal Financial Solutions Limited is a privately held, UK-based independent financial advisory firm founded in 2004 in Castleford, offering regulated advice on pensions, investments, equity release, and tax planning to individual retail clients.
- Ownership category
- akta.pro rank
West Riding Personal Financial Solutions Limited industry classification
Industry- Product category
- Independent Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
- akta.pro secondary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where West Riding Personal Financial Solutions Limited is headquartered
LocationHeadquarters
- HQ city
- Castleford
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
West Riding Personal Financial Solutions Limited business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
West Riding Personal Financial Solutions Limited product offering
Product offeringCore offering
West Riding Personal Financial Solutions Limited provides independent financial advice to individual clients in the United Kingdom, covering pensions, investments, equity release, and tax planning. The firm is a small, privately held advisory practice operating from Castleford, offering personalized financial guidance services to personal customers rather than corporate clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Independent Pension Advice
- Investment Advice
- Equity Release Advice
- Tax Planning Advice
Companies that use West Riding Personal Financial Solutions Limited
Customer profileIdeal customer profiles1 record
West Riding Personal Financial Solutions Limited technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
West Riding Personal Financial Solutions Limited competitors and assessment
Company assessmentMarket position
Competitive moat2 records
Key highlights4 records
Customer concentration
West Riding Personal Financial Solutions Limited social profiles
Digital presenceWest Riding Personal Financial Solutions Limited financial estimates
Financial estimateRevenue estimate
Valuation estimate
West Riding Personal Financial Solutions Limited leadership team
Management profileNumber of profiles
West Riding Personal Financial Solutions Limited funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
West Riding Personal Financial Solutions Limited M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about West Riding Personal Financial Solutions Limited
What does West Riding Personal Financial Solutions Limited do?
West Riding Personal Financial Solutions Limited provides independent financial advice to individual clients in the United Kingdom, covering pensions, investments, equity release, and tax planning. The firm is a small, privately held advisory practice operating from Castleford, offering personalized financial guidance services to personal customers rather than corporate clients.
When was West Riding Personal Financial Solutions Limited founded?
West Riding Personal Financial Solutions Limited was founded in 2004. It employs 1 to 10 people.
Where is West Riding Personal Financial Solutions Limited based?
West Riding Personal Financial Solutions Limited is headquartered in Castleford, United Kingdom, in the Europe region.
Does West Riding Personal Financial Solutions Limited have an API?
No public API is recorded for West Riding Personal Financial Solutions Limited.
What industry is West Riding Personal Financial Solutions Limited in?
West Riding Personal Financial Solutions Limited's product category is Independent Financial Advisory. Its primary akta.pro industry code is FSAEAAAH, Financial Coaching & Budgeting Advisory, with a secondary code of FSAAAAAC, Independent Broker-Dealers (Retail Network). Its NAICS code is 523940 and its SIC code is 6282.