Personal, Friendly, Financial Planning Liverpool

As we are independent we have access to the ‘whole of market’ in regards to all financial products and services. The products, services and technology we use will act only as part of the overall financial planning process, this is because we believe in the importance of consistent, regular, face to face advice. It is our passion to support you to ensure your goals remain on track.

What We Do

We will always start the process by listening. We fully believe in building trust and long-term relationships with our clients so there will be no pressure to accept our advice until you are ready. Working with us means we can help to provide financial security, peace of mind and a clear direction of where you want to be.

Financial Planning

Financial Planning Liverpool

We understand no two clients are the same which is why we offer a fully bespoke, independent financial planning service across a wide range of areas.

Investment Management

Pensions & Investment Management

As we are truly independent, we are able to provide investment advice from the whole of market and therefore have no restrictions on the recommendations we make.

Tax & Estate Planning

Tax & Estate Planning

Financial advice and tax planning go hand in hand. To us it’s simple. If we can reduce your tax liability, you will keep more of your own money for yourself and your loved ones.

Who We Work For

Private Client Services

We are fully qualified in offering a full range of advice services to private clients. Our experienced team can cater for all of your financial needs.

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Corporate Services

Whether you’re a sole trader, business entity or company director we can help you on all aspects of corporate financial planning.

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Charity Trustee Services

We aim to help make trustees' lives easier by providing advice on all investment and taxation aspects relating to trusts, whether these be personal trusts or charitable ones.

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"Not only is he switched on with regards to all the latest happenings in the financial world but is a genuine nice guy... A pleasure to deal with"

Terence Jones - Wirral

"Nothing is too much trouble to him. He has your interests at heart"

Mark Benson - Liverpool

"Superb service, really friendly and professional. Couldn't fault him at all"

Jackie Penny - Kent

"Sean is very knowledgeable and I would highly recommend him for your financial planning matters"

Andrew Groom - Liverpool

"I have tremendous faith in Sean and his ability to complete the task in hand even through the difficulties we had with my original pension provider"

Allan & Christine Hall - Merseyside