Financial advisor in Liverpool

“I've been liasing with John for quite a few years and he has provided quick replies, honest feedback, excellent rates, superb advice and a very painless experience. We've finally got there as a number of houses didn't come to fruition and he remained professional and very helpful throughout. If you're looking for a mortgage advisor I couldn't recommend him highly enough. 10/10 - 5 star.”

“We had an absolutely fantastic experience working with John. From start to finish, he made the entire mortgage process smooth and stress-free. He took the time to explain every step clearly, answered all our questions promptly and always made us feel supported. We can’t recommend EMS Mortgages enough to anyone looking for a reliable, knowledgeable, and friendly mortgage broker.”

“We can’t thank Financial Fortress enough, without them we wouldn’t have had such a quick house buying journey. Belinda has been amazing from the start, she has been so supportive and explained every process in such detail. Without Belinda we wouldn’t have known where to start! The best mortgage advisor out there!! Kieran has been so helpful too, he sorted out our life insurance within a day and kept us up date along the process. Very grateful for all your support and we will definitely be recommending you as a business!! Thank you x”

“The financial advice that I have received this year saved me a small fortune when the stock markets nose dived after Mr Trump announced his trade tariffs. Celtic Financial Services advised me to move my pension out of high risk US equities into a safe cash fund before Mr Trump took action. If I had not followed their advice I would have lost 20% of my pension fund value overnight! Thank you Celtic Financial Services.”

“If you’re looking for a mortgage broker then I would recommend Mark Carney. Start to finish he was professional and throughout the whole process kept me up to speed. I wanted someone local and I could relate to and Mark fitted the bill. I have future plans around property and know I’ll be using Mark again soon. As well as being professional Mark also had a friendly manner. He is a highly responsive individual on all levels which for myself is key in business.”

“Can honestly not recommend Ross Jones at homes financial enough, he’s been amazing our case was far from simple without the added issues from covid. He’s worked so hard to source us the best deal and to offer the best advice and guidance he could give, nothings been too much trouble. He fully guided us though the process supported ours decisions with data advice. Ross is Polite, professional, hard working, truthful and honest. Always quick responses to email and calls and goes that extra mile. I’ve already recommended Ross to multiple friends and family. He is an absolute credit to your team, thank you so much.”

“I would highly recommend Claire, Financial Advisor at Storeton Rose. My husband and I booked an appointment with her, to discuss our plans of early retirement, and our future goals in life, and she was so informative and could answer our questions without hesitation, with her friendly and easy going manner.She has helped make our dreams a reality! And I wish her and the team all the success they deserve.”

“This is the second time I have used Alison’s for a mortgage and I honestly can’t thank Nina enough for all the help and support she gave me throughout my mortgage journey this time around. From the very beginning, she made what felt like a daunting process so much easier and far less stressful. She took the time to explain everything clearly, always made sure I understood my options, and never made me feel rushed or pressured. What stood out most was how genuinely caring and dedicated she is. Nina was always just a call or message away, and no question was ever too small. She kept me updated every step of the way and went above and beyond to make sure I got the best possible deal. I now have my forever family home thanks to Nina.”

“Excellent knowledge and advice given by Craig throughout the process of sorting out my pension. A big thank you to Craig and his team Kate & Sam for great customer care. I would highly recommend this Company.”

“Very interesting and enlightening session. Answered a lot of my burning questions, but alerted me to a lot of other issues I need to explore, as I plan for retirement. Thanks, Jan.”

“We have recently used the services of UKI Financial Planning and had the privilege of being looked after by Steve. As first time buyers we were extremely nervous about the whole situation of buying our first home but Steve made everything feel so easy, guided us through the whole process, didn’t push us towards any decisions, was at hand at any time of the day any day of the week and gave the best advice to us for not just the purchasing process but for the rest of our time in our new home. We cannot recommend Steve enough and are extremely thankful for his professional advice, we will definitely be using him again whenever we may need to.”

“A very comprehensive webinar with important detail around the teachers pension along with lots of information around topics like income projections, AVCs and tax. I’ve attended a few of these and this was the best for teachers. There was also no hard sell to use their services.”

“We have been with Clearcut since following our good friend and financial adviser Jane Bligh. Since Jane has given up,first line financial planning we have been delighted with Charlotte Jamieson who sat in with Jane and has taken on a lot of Jane’s clients. We have always been very pleased with all the financial advice given and love the personal and family vibe of Clearcut . Thank you for all your work on,our behalf Noel and Annie”

“Dave and the team are a god send. Arrow have helped me from homelessness to a home only a person could dream about. They are exceptional. Honest and committed. I know for the rest of my life I have a friend who has my back. Thanks Dave”

“I was introduced to Luke through my wife who was already a client of his, as I was starting to think about investing. At the time I wasn’t sure whether to use Rhodes Brook financial or try and invest myself. A year on, I am so glad I went with Luke! Not only did he spend time answering every question I had with very thorough knowledge, he’s also extremely personable and a genuine pleasure to work with. He answered anything from technical questions to long term planning, including financial advice on areas not even relating directly to Rhodes Brook Financial. Very happy to have Luke and the team worrying about my money so I don’t have to!”

“Chris breaks everything down so it is easy for you to understand, takes the time to go through everything clearly. He responds to messages promptly and is always available to assist and advise. He has helped me to put a long overdue plan in place to save for my retirement and I trust him implicitly to invest and manage my money in the best way possible for my circumstances. He really knows his stuff and I can't recommend him highly enough!”

“Mark has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in him and his professional abilities and I have always found his advice to be clear, relevant and prudent. Every decision I have had to make Mark has advised and supported me. For 10 years Mark has been my advisor and I am extremely thankful.”

“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.”

“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.”