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Magnum Financial Solutions

(50)

Insurance, Investments & Planning, Protection

“Recommended this company from our Estate Agents and can not fault them at all. I would highly recommend Rachel Brown, who is incredibly informative, engaging, effective in communication and friendly. I intend to continue using their services to broke...”

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Advantage Investment

(50)

Understanding
Off-Plan Property
Patient

“Owen is an asset to Advantage Investment. I've been dealing with him for a while exploring different investment options. He is truly an expert in the property market and has gone above and beyond to help me and answer my questions. I would advise ...”

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EMS Mortgages and Protection

(50)

Property
Company
Insurance

“John has been amazing from day one. Easy to contact and been there all the way through to answer any questions. Originally helped us to get into the best position to apply, then secured us our mortgage. If I could give him ten stars I would. Will be ...”

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JB Brokers Limited

(44)

Communication
Competitive
Understanding

“Used JBbrokers for the first time last year as they came recommended. I dealt with a guy called Adam and couldn't fault him. For the countless changes to my quote, Adam was brilliant and nothing was a problem. Highly recommend this company and thank ...”

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Pioneer Mortgage and Protection Limited

(42)

Commercial Mortgages, Buy To Let, New Build

“I had such a great experience. I really felt Alison had my best interest in mind. She was patient, kind, and incredibly knowledgeable and willing to spend time to help me choose the best option for me.”

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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
Pension
Stress

“My case was a bit complicated. I wasn't confident to approach Hanson. But they took it on n solved it in record time with dedication, focus and support.”

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First Equitable

(17)

Protection Planning, Wills & Power of Attorney, Financial Planning For Business Owners

“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 have parking?

There is no client parking available on site. There are several car parks nearby, including NCP Capital Car Park which can be accessed from Rumford Place which is located just behind our office. The entrance to our building is also directly opposite the Old Hall Street entrance to Moorfields station if arriving by train.

Does this affect the cost of your advice?

We are happy to talk to you individually or together. If you are being advised as a couple, we will treat the combined values of your assets as a single higher value asset. This way you may benefit from a lower overall ongoing cost structure, as the percentage rate of our fees charged reduces the greater the value of the assets we are appointed to manage.

How long does the advice process take?

This really depends on both the complexity of the advice required and the extent that we may need to write to any of your existing investment or pension providers before we can complete our research and analysis. At the initial meeting we will be able to give you a more accurate timescale based on the work that we agree to carry out on your behalf.

Which parts of the country to you cover?

Our office is at 1 Old Hall Street, Liverpool, but we have clients throughout the whole of the UK. We are happy to advise our clients anywhere in the UK.

What do you charge for your ongoing service?

The amount you pay will depend on the service level chosen. Ongoing services start from as little as 0.3% per annum. During your initial meeting, we will discuss the different service levels, and which one might be suitable for you. Whilst we believe ongoing advice/portfolio updates will ultimately deliver good value and help ensure returns are maximised over the long-term, such services are optional and you can also cancel them at any time.

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

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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, Tax Planning & Forecasts, 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...”

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Parker Kelly Financial Services

(13)

Equity Release, Mortgages, Financial Protection

“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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Cornerstone Financial Planning

(12)

Knowledge
Expertise
Pensions

“Chris has been our Financial Advisor for nearly 8 years. The advice and guidance he has given has been invaluable especially since my wife and I both retired 6 years ago. He is a highly professional operator and has our complete trust on every level ...”

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J.A. Financial Planning

(22)

Meetings
Teacher
Presentation

“Jak was recommended to me by another teacher and he has been absolutely brilliant, guiding and supporting me through every stage of the retirement process. He initially went through our finances and demonstrated that I would be able to retire when I ...”

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AJ Barnes Financial Planning

(21)

Meeting
Advice
Understand

“Had a problem connecting on my phone but Alex emailed me straight away and offered a phone consultation instead. I was really not expecting that, as an older person who is not tech minded. I was so impressed at the response and the professional attit...”

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HQ Accountancy

(3)

Acquisitions, Shares, Bonds and Gilts, Personal Tax Accountancy

“These guys are fantastic, knowledgeable and extremely reliable.”

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Rhodes Brook Financial

(21)

Goals
Financial Advisor
Questions

“Having been disappointed by the service and follow up from other groups when planning my retirement, I made the decision to invest my pension fund and other finances through Rhodes Brook following an initial recommendation by a close friend and the p...”

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Alpha Financial Management

(2)

Life & Income Protection, Financial Planning Solutions, Pension Choices, Options & Decisions

“Professional financial advice given. I wouldn't hesitate in recommending Steve or his firm to anyone. Friendly company to deal with.”

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Sue Matthews & Co Chartered Accountants

(2)

Personal Wealth Management, Business Services, NEW Business Start UP

“Sue accounts the experience, knowledge and expertise to provided the right professional services and advice.”

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Lightside Financial Planning

(7)

Team

“I spoke to Barry Mitchel today and his advice was so helpful, he answered all of my questions and was very understanding and professional. With the information provided I finished the call knowing how to address the matters discussed. Thank you!”

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Adding Value Consultancy

(2)

Finding You Money, Improve Your Finance Skills, Finance Fundamentals

“An amazing team of accountants that will be able to assist you with all of your business planning and reporting needs.”

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Apex Independent Financial Planning

(1)

“Paul was an absolute pleasure to deal with when it came to reviewing all of my finances and pension situations. He was extremely knowledgeable, responsive and chased companies where necessary demonstrating fantastic tenacity to get the job done. Hi...”

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Rathbone Investment Management

(1)

“Excellent financial advice and support.”

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RHB Wealth

(1)

“Sound advice provided by Raoul.”

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Whitfield Wealth Management

(15)

Advice
Tax
Date

“Jeremy Agorom continues to offer an interactive and personal service for my financial needs. Jeremy has kept me up to date on the financial markets and how this is impacting the funds and investments within my pension pot. Jeremy is very diligent wit...”

Featured

WHY SHOULD YOU DRIP FEED YOUR MONEY INTO THE MARKET? When stock markets are moving up and down so sharply it is natural for investors to be concerned that they will ‘get their timing wrong’, investing a lump sum one day only to see share prices fall significantly the next. Investors cannot consistently and successfully time the markets. You might be lucky when you invest a lump sum, but nobody knows what the stock market will do next week, next month or next year. One way to reduce the worry of investing at the wrong time is to invest on a regular basis. By drip-feeding your money into the market you have the potential to buy more units when share prices are falling.

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Average Cost	£3758
Minimum cost	£1254
Maximum cost	£10647
Avg Per Hour Rates	£377

Best Financial Advisors in Liverpool

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Liverpool area.

Magnum Financial Solutions

Advantage Investment

EMS Mortgages and Protection

JB Brokers Limited

Pioneer Mortgage and Protection Limited

Kyzen Sports

Hanson Financial Services

First Equitable

Mersey Accountants Liverpool

Accountants Liverpool

Parker Kelly Financial Services

Cornerstone Financial Planning

J.A. Financial Planning

AJ Barnes Financial Planning

HQ Accountancy

Rhodes Brook Financial

Alpha Financial Management

Sue Matthews & Co Chartered Accountants

Lightside Financial Planning

Adding Value Consultancy

Apex Independent Financial Planning

Rathbone Investment Management

RHB Wealth

Whitfield Wealth Management

Retirement Planning and Investment Management Services in Liverpool Cost Estimates

Why these companies made our list

Wealth Management Advisors near Liverpool

Popular in Liverpool