Best Financial Advisors in Litherland

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Litherland area.

Robinson Rice Associates Limited

Robinson Rice Associates Limited

(1)
Accounts, Business Consultancy, Audit
“Very friendly staff”
In Business Since 1996
Serving Litherland Area
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Holden Associates

Holden Associates

(42)
Accountancy Services, Start-Up Advice, Limited Company Formation Services
“I have been a customer of Holden Associates for 3 years and I have never regretted choosing them as my financial advisors. They are specialists in every area I need for my business, from tax planning to bookkeeping and payroll. One of the things I ap...”
100+ Years Experience
Family Business
Remote Consultations Available
Serving Litherland Area
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EMS Mortgages and Protection

EMS Mortgages and Protection

(50)
  • Remortgage
  • Insurance
  • Property
“EMS Mortgages have been exceptional from start to finish. It's a very challenging time in the market, however John and his team helped us to navigate and find the best mortgage deal available🏡. Due to their proactive help and advice, we were able ...”
27 Willow Ave, Liverpool L32 0RX
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Helen Ferneyhough Associates

Helen Ferneyhough Associates

(50)
  • Team
  • Property
  • Stress
“As first time buyers we had very little understanding of mortgage process. Mike Burrows , Mortgage & Protection Adviser was most helpful ,polite ,proactive and supportive in answering all our queries and concerns quickly ,walking through all of the f...”
FIRST FLOOR, 21 Great George St, Wigan WN3 4DL
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Advantage Investment

Advantage Investment

(50)
  • Questions
  • Patient
  • Understanding
“It has been a privilege to have been paired with Leo from the Advantage team. He has been an outstanding property investment advisor during my first step into the real estate market. From the very beginning, Leo exhibited a remarkable blend of profes...”
In Business Since 2020
Prospect House, Columbus Quay, Liverpool L3 4DB
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JB Brokers Limited

JB Brokers Limited

(44)
  • Price
  • Understanding
  • Communication
“I am writing to express my utmost gratitude for the exceptional customer service Nat and Kay at JB Brokers have provided throughout my be claim process. Your professionalism, politeness, and unwavering support have been truly commendable.From the ver...”
Free Initial Consultation
Unit 5 Tapton Way, Wavertree, Liverpool L13 1DA
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Pension Justice

Pension Justice

(40)
Mis-Sold Pension Compensation, Claiming Work Pension Compensation Due to a Final Salary Pension Transfer, Mis-Sold Investments Claims – What You Need to Know
“I would highly recommend Pension Justice. The help and advise along with reclaiming my pension I will be forever thankfull. Paul Higgins first contacted me more than 2 years ago. I was very sceptical as what was niece a large pot had dwindled to hal...”
10/12 Whetstone Ln, Birkenhead CH41 2QR
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Blue Strawberry Financial Services

Blue Strawberry Financial Services

(50)
  • Team
  • Remortgage
  • First Time Buyer
“My friend suggested speaking with Stuart and the team at Blue strawberry financial services and I'm so glad she did, from start to finish of my home buying journey I have been able to trust in their professionalism and support, guiding me through the...”
Transparent Fees & Pricing
Serving Litherland Area
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Pioneer Mortgage and Protection Limited

Pioneer Mortgage and Protection Limited

(42)
First Time Buyers, Buy To Let, Commercial Mortgages
“Highly recommended to my wife + I when looking to remortgage our home, Paul was amazing in the help + support we needed whilst applying for remortgage.He took time out to make the mortgage application go as smooth + succesfully as possible resulting ...”
Remote Consultations Available
Free Initial Consultation
Serving Litherland Area
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Clear Cut Financial Planning

Clear Cut Financial Planning

(50)
  • Advice
  • Mortgage
  • Pension
“Darren was recommended to us by a friend as he had previously helped them, as first time buyers, buy their first home. From the moment we made contact with Darren, we immediately felt at ease. As "elderly" first time buyers, we had zero clue as to wh...”
Serving Litherland Area
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Storeton Rose Financial Planning

Storeton Rose Financial Planning

(50)
  • Team
  • Pension
  • Questions
“I cannot express enough gratitude for the outstanding service we received from Chloe and Laura at Storeton Rose Financial Planning. Securing a mortgage for our new property seemed like a daunting task, but Chloe and Laura made the entire process seam...”
Serving Litherland Area
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Alexander Ross Mortgages & Financial Planning

Alexander Ross Mortgages & Financial Planning

(40)
  • Questions
  • First Time Buyer
  • Family
“Couldn't recommend Alexander Ross mortgages enough. As I work nights Edward did a great job of liaising with both the estate agents and solicitors on my behalf, keeping me updated at all times. He went out of his way to explain what was going on and ...”
37+ Years Experience
Suite 5D, Second Floor, Blackthorn House, Skull House Ln, Appley Bridge, Wigan WN6 9DB
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Bainlye Drake Wealth

Bainlye Drake Wealth

(27)
Auto Enrolment, Pensions, Equity Release
“Since meeting Simon Drake, my finances regarding my pension have been miraculously saved since I lost the majority of my pension monies a few years ago due to bad investment advice by another I F A. I am most impressed with Simon's demeanour, prof...”
Free Initial Consultation
92-96 Lord St, Southport PR8 1JR
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Amber River True Bearing

Amber River True Bearing

(35)
  • Pension
  • Understand
  • Options
“I contacted True Bearing in Autumn 2020 to obtain financial advice in preparation for mine & my husbands' retirement the following summer. Due to covid our meetings with Mark Russel were via Microsoft Team which was sightly challenging for us, being ...”
In Business Since 2006
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE
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Kyzen Sports

Kyzen Sports

(32)
“Have used Kyzen Sports for the last few years and won't look anywhere else! Everything is easy to understand, the turnaround is quick and efficient and their staff are friendly. I appreciate their help in getting my tax refund and recommend their ser...”
Business First Centre, 25 Goodlass Rd, Liverpool L24 9HJ
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Hanson Financial Services

Hanson Financial Services

(30)
  • Mortgage Broker
  • Stress
  • Questions
“My partner and I were fortunate enough to find Danielle Bretherton at Hanson Financial Services through Google reviews and we want to return the favour to the community by leaving a review of our own. Danielle successfully secured mortgage offers ...”
Suite 6, 42 Jamaica St, Liverpool L1 0AF
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First Equitable

First Equitable

(17)
Pensions & Retirement Planning, Wills & Power of Attorney, Protection Planning
“I contacted First Equitable as recommended by a colleague for independent pension financial advice a few years ago as I had alot of concerns with my current pension provision. Instantly Sam was friendly, knowledgeable and welcoming, listened to my co...”
Transparent Fees & Pricing
1 Old Hall St, Liverpool L3 9HF
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NRB | Chartered Accountants

NRB | Chartered Accountants

(21)
Accounts, Tax Investigation Specialists, Solicitors Regulation Authority (Sra) Audits
“Update to the below prior review in 2024. These guys are top draw. I put the below review in end 2022 (first engagement) -and even now in 2024 they still support me on that same engagementt when HMRC still throw unexpected charges additional in the y...”
First Floor, Waterside House, Waterside Dr, Wigan WN3 5AZ
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Allisons Financial Planning

Allisons Financial Planning

(18)
  • Remortgage
  • Investment
  • Understand
“You really need to have 100% confidence and trust when appointing someone to manage your financial affairs or give you financial advice. I am skeptical by nature but can unreservedly recommend Allie. Allie is unquestionably a master of her trade and ...”
In Business Since 2004
Free Initial Consultation
3 Cross Pit Ln, Rainford, Saint Helens WA11 8AH
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Mersey Accountants Liverpool

Mersey Accountants Liverpool

(18)
  • Quality
“I've known Zaheer Ziyard and have to say I really appreciate his wisdom! He's the first one I go to when I need accounting and Financial advice. The Mersey Accountant practice is so loaded with talent and their people are top shelf! If you need basic...”
Serving Litherland Area
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Accountants Liverpool

Accountants Liverpool

(14)
Business Start-Up Advice and Company Formation, Self Assessment, Personal & Corporation Tax
“I cannot recomend Bibby&co Liverpool Accountants enough, I have used a lot of accountants in Liverpool over the years and I can honestly say none of them even come close to bibby&co. They have been looking after me and my businesses now for over 6 ye...”
Serving Litherland Area
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Tailored Financial Planning

Tailored Financial Planning

(9)
“On taking retirement I needed expert financial advice with regards to pensions and all other financial concerns. I was recommended to see Tommy at Tailored Financial Planning by a close friend. The advice I received was presented in a truly professi...”
Transparent Fees & Pricing
Free Initial Consultation
99-101 Corporation St, Saint Helens WA10 1SX
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Parker Kelly Financial Services

Parker Kelly Financial Services

(13)
Retirement Choices, Mortgages, Equity Release
“Parker Kelly have looked after my financial needs for the last 3 years , I have always found them accommodating,helpful and extremely knowledgeable . I have the belief and trust that they have my interests at the forefront of what they do and I am v...”
1, Temple Square, 24 Dale St, Liverpool L2 5RL
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Tom Carroll Associates

Tom Carroll Associates

(2)
Overview, Company Secretarial, Business Planning
“Absolutely fantastic, all the staff are not only incredibly friendly and professional ,but also so knowledgeable. They have a wonderful skill of making complex matters simple and easy to understand. Have recommended to family and friends and will co...”
Transparent Fees & Pricing
Free Initial Consultation
St Annes Mt, 166 Prescot Rd, Saint Helens WA10 3TS
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Retirement Planning and Investment Management Services in Litherland Cost Estimates

Minimum cost
£1182
Maximum cost
£10034
National Average
£3542
Avg Per Hour Rates
£356
£2362
£6493
Fair price range is based on 356 cost profiles
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Average Cost £3542
Minimum cost £1182
Maximum cost £10034
Avg Per Hour Rates £356

Fair range $2362 to $6493 is based on 356 cost profiles.

Why these companies made our list

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