Founded in 2004, West Riding is a family business co-owned by Neil Liversidge and his wife Linda
This is our 20-point mission, for clients, for colleagues, and for the wider community.
- To always give honest and excellent advice in plain English
- To respect that we are looking after other people’s money
- To maintain excellent service levels
- To maintain our independence
- To be competitive in the free market
- To put clients in an informed position, so enabling them to make decisions in a zero-pressure environment
- To be clear and transparent in all our dealings
- To continue investing in our business
- To maintain our business at the optimal size for clients
- To maintain professional and friendly client relationships
- To constantly re-evaluate and improve how we work
- To hire colleagues who share our values
- To provide secure and well-paid employment
- To treat colleagues fairly and invest in their development
- To directly invest in and give back to the community
- To treat suppliers fairly and pay all invoices promptly
- To influence and shape for the better the financial advisor profession
- To engage frankly with our regulator
- To engage frankly with the media
- To combat financial crime
