Best Financial Advisors in Bootle

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.

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.

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.

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.

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.