Linkage Financial Solutions
LF
Financial Advisors
Linkage Financial Solutions
37a N Bar Within, Beverley HU17 8DB
# Linkage Financial Solutions
Linkage Financial Solutions is an independent financial advisory firm based in Beverley, Yorkshire, providing personalised wealth management and financial planning services to UK clients. Operating as an appointed representative of 2plan wealth management Ltd, the firm is fully authorised and regulated by the Financial Conduct Authority.
The business serves individuals seeking expert, impartial financial guidance tailored to their specific circumstances. Rather than pushing standardised products, Linkage Financial Solutions prioritises understanding each client's unique goals and financial situation before recommending solutions. Their independent status means they can advise across the entire market, free from ties to specific product providers.
What distinguishes Linkage Financial Solutions is their commitment to transparency and client-centric service. They provide an initial free, informal consultation with qualified independent advisers, removing barriers to accessing professional guidance. The firm maintains comprehensive compliance documentation, including detailed policies on best execution, conflicts of interest, and client classification, demonstrating their regulatory rigour. Their accessible approach—combined with a dedicated client portal for ongoing account management—reflects a modern understanding of client needs.
The firm emphasises building long-term relationships based on trust, offering ongoing support rather than one-off transactions. By publishing detailed policies and guidance publicly, they demonstrate transparency about how they operate and the protections available to clients through bodies like the Financial Ombudsman Service.
Linkage Financial Solutions is an independent financial advisory firm based in Beverley, Yorkshire, providing personalised wealth management and financial planning services to UK clients. Operating as an appointed representative of 2plan wealth management Ltd, the firm is fully authorised and regulated by the Financial Conduct Authority.
The business serves individuals seeking expert, impartial financial guidance tailored to their specific circumstances. Rather than pushing standardised products, Linkage Financial Solutions prioritises understanding each client's unique goals and financial situation before recommending solutions. Their independent status means they can advise across the entire market, free from ties to specific product providers.
What distinguishes Linkage Financial Solutions is their commitment to transparency and client-centric service. They provide an initial free, informal consultation with qualified independent advisers, removing barriers to accessing professional guidance. The firm maintains comprehensive compliance documentation, including detailed policies on best execution, conflicts of interest, and client classification, demonstrating their regulatory rigour. Their accessible approach—combined with a dedicated client portal for ongoing account management—reflects a modern understanding of client needs.
The firm emphasises building long-term relationships based on trust, offering ongoing support rather than one-off transactions. By publishing detailed policies and guidance publicly, they demonstrate transparency about how they operate and the protections available to clients through bodies like the Financial Ombudsman Service.
Services offered
Independent financial adviceWealth managementFinancial planningInvestment adviceRetirement planningPortfolio managementClient portal managementOngoing financial review