Best Financial Advisors in Litherland

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

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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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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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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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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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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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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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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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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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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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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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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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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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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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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Chameleon Financial Planning

Chameleon Financial Planning

(13)
  • Retirement
  • Family
  • Confidence
“I had loads of different pensions with different companies and keeping track of them was starting to become difficult. I was recommended to Chameleon by a close friend and was introduced to Mike Lovell. From the first meeting he explained what my opt...”
Unit 1, Guest House Farm, Runshaw Ln, Chorley PR7 6HD
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Cornerstone Financial Planning

Cornerstone Financial Planning

(12)
  • Pensions
  • Knowledge
  • Expertise
“Chris Whitehead IFA, Cornerstone Financial Planning, was highly recommended to us. Since initially contacting Chris we were treated with respect and our attitude to investing was explored and agreed where the necessary investments would be made. Dur...”
Serving Litherland Area
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J.A. Financial Planning

J.A. Financial Planning

(22)
  • Informative
  • Presentation
  • Meetings
“I'm always a bit wary of "Professionals" because I'm not sure how much it will cost me, but having gone on a call with Jak, I was so surprised at how good a person can be at their job. I told him my employer and he knew the pensions provider immediat...”
5th Floor, Walker House Exchange Flags, Liverpool L2 3YL
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Blackbear Financial Group

Blackbear Financial Group

(12)
  • Team
  • Knowledge
“If you are looking for Company who you can trust implicity with both your personal and business investments, pensions and insurances, then Blackbear Financial Group is that Company. I have dealt with Blackbear for several years now and the advice has...”
Unit 4, ❒ Rossmore Business Village, Inward Way, Ellesmere Port CH65 3EY
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HQ Accountancy

HQ Accountancy

(3)
Compliance Accountancy, Personal Tax Accountancy, Acquisitions
“We have been with Nick for many years as well as in his previous business incarnations and have zero complaints. Excellent service, excellent prices. Nick is an oracle and his team are equally knowledgable and friendly.”
18+ Years Experience
Remote Consultations Available
Granite Buildings, 6 Stanley St, Liverpool L1 6AF
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AJ Barnes Financial Planning

AJ Barnes Financial Planning

(21)
  • Pension
  • Advice
  • Meeting
“The meeting with Alex was just what we were looking for. We felt he took the time to understand what our goals are, to explain clearly the costs and to gain a full understanding of our financial position. Alex is very personable and knowledgeable. We...”
5th Floor, Walker House Exchange Flags, Liverpool L2 3YL
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Rhodes Brook Financial

Rhodes Brook Financial

(21)
  • Pensions
  • Financial Advisor
  • Goals
“Very impressed with the time taken to assess our financial situation and our needs for the future, Matthew gave "food for thought" and helped us to determine what we wanted, suggesting investments that would suit us. He explained things very clearly ...”
Cabot Lodge, 4 Cabot Grn, Woolton, Liverpool L25 4TZ
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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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