Advice and Service
Independent Financial Advice
As independent professionals, we have the freedom to make bespoke financial recommendations. We have no affiliation to any particular product or provider. Instead, we work for you; selecting the most appropriate solutions for your unique situation.
What We Do
We help individuals and businesses with a variety of financial matters. These include putting protection in place for loved ones, investing money, or planning for retirement.
Savings & Investments
Aimed at those who are interested in investment products with more risk attached than a savings approach based on deposit accounts.
Inheritance Tax Planning
If you thought inheritance tax was just for extremely wealthy people to worry about, think again, it could affect more people in the future.
Later Life Planning
It is important to ensure you receive professional and impartial advice to suit your circumstances.
You may be aware that there have been a number of changes over the last year to the way in which you will be able to take your pension benefits.
You may not have achieved financial independence and have dependents, but you will probably need some form of protection for yourself and your family.
Whether you are taking your first steps on the property ladder or a professional buy to let investor we will be able to help.
Standing Out From The Crowd
Reasons we stand out from the crowd
In a densely populated world of financial professionals, it can be hard to know who to turn to.
Nevertheless, there are some key features of our business that make us stand out from the crowd:
Whereas many Financial Advisers begin with your money, Financial Planners begin with you. Our service is not short-sighted, nor is it transactional; we plan for your future.
Your needs, goals and aspirations, both short term and long term, are of utmost importance to our process.
As independent professionals, we have the freedom to make bespoke financial recommendations. We have no affiliation to any particular product or provider.
Instead, we work for you; selecting the most appropriate solutions for your unique situation.
Between them, our Financial Planners have years of experience in the industry.
Their knowledge and expertise are evident in their extensive qualifications and relationships with generations of clients.
Pension Transfer Gold Standard
We are proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society.
You can learn more here →
Whilst we are based in Liverpool and Southport and work with many local people, we have many clients across the UK.
Not only that, but we embrace technology; we are happy to conduct meetings via phone or video call.
A Safe Pair of Hands
We are regulated by the Financial Conduct Authority (FCA).
You can find our entry on the FCA register by clicking here →
As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.
Personal Finance Portal
PFP is a service available only from your financial adviser or mortgage broker. PFP can give you access to view all your finances in one place, 24/7, on any mobile or web device.
We want you to understand the various costs and charges that are associated with our services and the effect that these may have on your investment returns.
“Always takes the time to explain the options available and keeps in regular contact, especially through some difficult times in my life.”
“Steven gave me several options to review, gave me the time to digest the information and helped me with my decision.”
“Steve put a financial plan in place to enable me to look after my requirements and my son’s needs as he was only young at the time ”
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.