Finance & Loans in Liverpool

“I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to not having a salary and how to manage my pension and savings, he was so down to earth patient and knowledgeable and explained things in easy to understand terms. He came up with ways of managing our finances that I hadn't thought of I am so glad I used his expertise. I feel confident about taking that next step and Alex has been instrumental with all his help, I can't recommend Alex and Heritage enough, use them with confidence, thanks again Alex. Andy”

“Cannot recommend Sphere FS enough! The whole remortgage journey went so smoothly. We were kept up to date throughout the whole process. Friendly, professional. Thank you to the whole team.”

“John has been an incredible help to us when purchasing our new home, he always made time to advise us we would highly recommend!!”

“James and his team were fantastic. James advise was brilliant and some significant issues that came up during our mortgage process was dealt with very effectively. I couldn't recommend them more!”

“Moved my investments to HL as have been very happy with service and advice provided to my family. Melissa is knowledgeable and does her research. She’s very professional whilst being super approachable. I’m very happy with my decision.”

“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 attitude that I received. Thank you.”

“Mersey accountants are great, would recommend to anyone in need of an a accountant 10/10”

“Ed and the team at Illingworth Seddon have been absolutely fantastic. They have been clear, concise, efficient and respectful at every turn. With the help of Ed's great advice, I have now set up my a long term financial plan with my pension and investments, giving me a great sense of security (especially being self employed). He has also educated me on the world of financials, offering great insights and knowledge that I would otherwise have no clue about. I would have no problem recommending Ed to any of my close friends and family who are in need of financial planning and coaching.”

“Like was informative, helpful and very knowledgable resulting in giving me the upmost confidence in using Luke to apply and successfully obtain my mortgage. I will have no hesitation to use Luke and again as well as recommending him to any one requiring help in getting a mortgage”

“Will has been personally managing my pension for a number of years and I’m delighted with the returns and the knowledgeable personal service he provides - highly recommend”

“We have worked with Peter since buying our first home in 2016 and at each mortgage renewal since then. He is very helpful, explains everything clearly and answers any questions we asked. I would really recommend using Real Financial Planning.”

“Mark and Joanne at True Bearing Chartered Financial Planners have been getting Sandra and me ready for retirement for 12 years now. We did not start in a good place and during that time Mark and Joanne have helped us navigate Brexit, COVID, invasion of Ukraine, and the Oct-22 economic turmoil. With Mark’s and Joanne’s help, expertise, and attentiveness we now view the prospect of our retirement with much more confidence than we did when we started this journey.”

“Used Graham Carter & Co for pensions advice (consolidation) recently. They're a small, well established local firm which is the kind of outfit I like to work with and I was very happy both with the personal service provided and the outcome and cost. Would happily recommend.”

“Joe helped me with my finances after selling my house. He was extremely helpful explaining what my options were and helped setup my investments and savings so I could make the most of everything.”

“Brilliant service from the very first phone call. I cannot recommend Matthew enough for all his help and dedication!”

“Outstanding service , worked with them for a number of years now , very professional accountants. Would recommend anyone needing an accountant in the north west, Bibby and co are the best of the best. Anything you need from book keeping services, tax preparation, payroll services, amazing tax consultant , highly professional service throughout pandemic ! Don’t look any further than Bibby and co.”

“It has been a pleasure to deal with Flying Colours, largely through their advisor. George Tuck took me through the process in a knowledgeable, friendly and jargon-free manner. He has answered all my questions satisfactorily and always answers his phone or returns calls promptly. I am very satisfied so far and am confident that will remain the case.”

“Referred to Trevor by a colleague some years back. Met with Trevor and was impressed with his knowledge and experience. Not looked back since! Really pleased, excellent service, friendly and professional with regular updates and advice. Highly recommended.”

“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 so helping us to be secure with our finances during our working careers and now retirement.”

“I've been using Lightside Financial planning since well before they took over Broadleaf Fincial Planning. They have been doing a brilliant job of managing my private pension, giving good financial and personal advice. I really recommend them.”

“Absolutely brilliant company. Staff are so polite an welcoming. So easy to apply. Straightforward. Brilliant interest rates. First time loan went threw no problems. Lovely staff friendly and nice to chat to.”

“Have been really impressed with the commitment and support from the team. They communicate well and work quickly. Highly recommended”

“Highly recommend!!! Lisa and the team go above a beyond. I have been a customer for about 3 years had two loans now looking at my third. Great team and lovely bunch of people and most of all amazing customer service!”