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RHB Wealth

(1)

“Sound advice provided by Raoul.”

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SRG Wealth Management

(4)

Understand
Advice

“Dirk's advice has been very helpful. Working with him we've managed to get lots of things sorted that have been on the to do list for years and got ourselves in a good place for the years ahead.”

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Holden Associates

(42)

Pensions & Wealth Management, Business Advice and Support, R & D Tax Relief

“Jason provided a fantastic service completing my Capital Gains Tax Return. It completely took the pressure & worry away knowing a professional was completing it, especially as there is a 30 day turn-around for CGT returns after selling a property. Th...”

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Helen Ferneyhough Associates

(50)

Stress
Sale
Property

“Couldn't recommend Helen R, Sandra and Pat Barry more highly. From first point of contact, through the mortgage process, life insurance, home insurance and helping us keep our sanity with a particularly bad sale of our own property they were all just...”

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Advantage Investment

(50)

Understanding
Consultant
Patient

“Leo has been great. Provided us with lots of insight and information about the properties and the pros and cons of each one. Very knowledgeable about the surrounding areas, didn't miss any details. He knows what he's talking about. Also very pa...”

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EMS Mortgages and Protection

(50)

Property
Products
Insurance

“John was incredibly helpful at securing us a mortgage during a time of increasing rates. John sorted everything, quickly, and made sure we were constantly in the loop with what was happening. He made the remortgage process so easy for us and couldn't...”

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JB Brokers Limited

(44)

Communication
Pay
Understanding

“I was recommended to use JB by a friend of mine (and current customer) and the service I've had has been amazing, really pleased and would highly recommend them to everyone!”

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Pension Justice

(40)

Claiming Work Pension Compensation Due to a Final Salary Pension Transfer, Mis Sold Sipp Compensation Claim, Mis-Sold Pension Compensation

“Happy to highly recommend Pension Justice - Paul and his team have successfully obtained me FSCS compensation for a mis-selling complaint, and their excellent communication and detailed updates on the process have been truly valuable in what was a ve...”

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Blue Strawberry Financial Services

(50)

First Time Buyer
Understand
Remortgage

“Couldn't recommend the team at Blue Strawberry enough. My boyfriend and I were first time buyers and didn't know where to start. Stuart and Ian guided us through the whole process and explained everything to us and always answered my endless emails e...”

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Clear Cut Financial Planning

(50)

Pension
Meeting
Mortgage

“We have been clients of Clear Cut for nearly 10 years. They are always very friendly and professional and we are completely comfortable and confident about the advice and recommendations we have been receiving. We would not hesitate to recommend th...”

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Storeton Rose Financial Planning

(50)

Questions
Meeting
Pension

“Laura and the team at Storeton Rose were a breath of fresh air to deal with. At the first meeting we didn't really know what to expect as I was always of the view that you had to have lots of money to need a Financial Advisor, but how wrong could I h...”

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Pioneer Mortgage and Protection Limited

(42)

Commercial Mortgages, Specialised Advice, Buy To Let

“Could not recommend the service I received highly enough I had previously spoken to another advisor who made everything sound so hard & everything was doom & gloom. Alison was beyond helpful everything went smoothly & couldn't have been easier”

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Alexander Ross Mortgages & Financial Planning

(40)

Family
Company
First Time Buyer

“Ed sourced our mortgage very efficiently. He also assisted us to completion, chasing solicitors and providing updates which was excellent and reduced the stress for me. Customer service was exceptional. I would highly recommend Ed and the team at A...”

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Bainlye Drake Wealth

(27)

Equity Release, Savings and Investments, Pensions

“A few years ago I answered a cold call which is something I don't normally do it was the best call I ever took. I made an appointment with Simon Drake and since then my pension has continued to grow i would recommend this company to anyone a very pro...”

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Kyzen Sports

(32)

“Brilliant service, straight forward & friendly staff. Tom has helped me throughout the past 3 years of tax returns - helping me whenever needed, answering my questions promptly and in a way of which I can understand. Would highly recommend their serv...”

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Hanson Financial Services

(30)

Questions
Review
Stress

“I have been dealing with Danielle who is a financial advisor from Hanson to buy my first home. I cannot recommend Danielle enough , she is friendly and reassuring throughout the whole process. Every step is explained in thorough detail and communicat...”

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First Equitable

(17)

Protection Planning, Wills & Power of Attorney, Probate & Estate Administration

“From my first contact with Sam and the team i felt at ease with their guidance and advice. Now much further down the line from my initial requests i have found ongoing support extremely valuable. My financial position has greatly improved and with my...”

FAQs

Do you get commission?

We may receive a commission where recommendations are given for any form or protection or insurance unless we agree to an alternative fixed fee structure. For all other areas of financial advice, such as investments and pensions, we operate on a fee basis only.

What happens if my Financial Adviser is away on holiday?

You will always have access to a number of team members that are knowledgeable about your situation. As well as your adviser, this includes paraplanning and admin support. Put simply, there is always someone on hand to help you.

Which planning areas can you advise me on?

We can provide you with comprehensive financial planning advice on the areas of savings, investments, pensions, protection and trusts and inheritance tax planning. We also offer help with Wills, Powers of Attorney and estate administration and obtaining the grant of probate.

Do you have a secure client portal?

Yes, we have a secure client portal. This has banking level encryption and provides access to track and monitor your savings and investments in a single place (in addition to online access that you will have with the product providers). It also has a secure messaging facility and secure cloud-based document storage.

Which pension or investment companies do you use?

We are fully independent and therefore have access to the whole of marketplace. Many advice firms are restricted to just using a small number of companies; however, we believe the ability to look as widely as possible gives us the best opportunity to find something that is most suitable for your individual requirements.

More answers can be found on the FAQ page of our website.

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NRB | Chartered Accountants

(21)

Internal Audit, Financial Planning & Wealth Management, Bookkeeping Services

“Very happy with the service received from NRB. We migrated to Xero a few years ago and it really is a wonderful platform. Also received good advice and support when moving from Sage. Louise in particular has responded to queries very promptly and eff...”

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Allisons Financial Planning

(18)

Understand
Investment
First Time Buyer

“We used Allisons Financial Planning as first time-buyers back in 2021 and have used them again recently to complete a product transfer. Both times they have been amazing. Very friendly, knowledgeable and trustworthy. We dealt with Sarah Higgs who in ...”

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Mersey Accountants Liverpool

(18)

Quality

“Professional and to the point. Works in the best interest of the client. I will continue to with them for all future services I may need. Thank you Positive Responsiveness, Professionalism, Value”

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Accountants Liverpool

(14)

Personal & Corporation Tax, CIS, Self Assessment

“Unfortuntely I had to change my accountants in the past more times than I can remember until one of my friends told me to get in touch with Bibby & Co. From the very first day I realised I was dealing with a firm that wanted to help grow my busine...”

Featured

🌟 Looking for expert accountants and tax advisors in Liverpool? Look no further! Bibby & Co is your trusted partner for all your financial needs. Our team of dedicated professionals is here to help you navigate through tax complexities, maximize your deductions, and optimize your financial strategy. Whether you're a small business owner, a freelancer, or an individual taxpayer, our personalized services cater to your specific requirements. From tax planning and preparation to bookkeeping and payroll services, we've got you covered. With years of experience and a deep understanding of the ever-changing tax laws and regulations, we ensure that you stay compliant while minimizing your tax liabilities. Don't let financial stress hold you back. Contact Bibby & Co today and let us take care of your accounting and tax needs, so you can focus on what you do best – growing your business and achieving your financial goals! #AccountantsLiverpool #TaxAdvisorLiverpool #FinancialServices #LiverpoolBusiness #TaxPlanning #Bookkeeping #PayrollServices...

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Tailored Financial Planning

(9)

“I have been a client of Tailored Financial Planning for many years and the advice I have received has always been to my advantage. I can't rate them more highly. John Cain all Positive Responsiveness, Professionalism”

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Parker Kelly Financial Services

(13)

Equity Release, Business Support, Mortgages

“We have been helped and advised by Parker Kelly for over fifteen years. We feel fortunate to have received their professional services during the many up and downs of recent years. Andrew and all the staff have always been friendly and knowledgeable ...”

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Tom Carroll Associates

(2)

Business Planning, Management Accounts, Company Secretarial

“Barry is brilliant.”

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Average Cost	£3627
Minimum cost	£1210
Maximum cost	£10275
Avg Per Hour Rates	£364

Best Financial Advisors in Bootle

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Bootle area.

RHB Wealth

SRG Wealth Management

Holden Associates

Helen Ferneyhough Associates

Advantage Investment

EMS Mortgages and Protection

JB Brokers Limited

Pension Justice

Blue Strawberry Financial Services

Clear Cut Financial Planning

Storeton Rose Financial Planning

Pioneer Mortgage and Protection Limited

Alexander Ross Mortgages & Financial Planning

Bainlye Drake Wealth

Kyzen Sports

Hanson Financial Services

First Equitable

NRB | Chartered Accountants

Allisons Financial Planning

Mersey Accountants Liverpool

Accountants Liverpool

Tailored Financial Planning

Parker Kelly Financial Services

Tom Carroll Associates

Retirement Planning and Investment Management Services in Bootle Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bootle

Popular in Bootle