Financial advisor in Liverpool

“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.”

“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.”

“Wayne They explain decisions in plain language and clients in formed. They ask about goals risk tolerance. They put the clients best interest first.”

“I have dealt with most of the team and I can say that they are all very professional and helpful. I would Highley recommend them.”

“Anthony was my mortgage broker for the purchase of my first home and he couldn't have done more in my opinion. He was very informative, responsive and gave advice that suited my circumstances. The application process was very straightforward and loved his document platform, was able to add and remove any information that he requested without any issues. Would definitely recommend him to my friends and family”

“Very nice guy, helped alot with our mortgage. Did basically everything for us and talked us through it all very simply. Couldn't have bought our first home without him”

“Thank goodness I found Avista and in particular Nathan! I'd seen a few financial advisers previously and found them all to be quite patronising and out for themselves. This was not the case with Nathan who I found to be very knowledgeable, honest and helpful. I'll definitely be returning to Avista for financial advice in the future. Highly recommend!”

“Tom at Harken has helped us balance our pensions, savings and cashflow as well as making sure they are diversified. I would heartiy recommend him to anyone looking for financial advice.”

“Luke has always been really professional, accurate and helpful. Personable and knowledgeable, we feel lucky to have had him to support us over the past few years. Highly recommended.”

“Just completed a retirement mortgage with Caitlin working with us and she has been absolutely fantastic. She’s been very diligent, supportive and consistent all the way throughout and I couldn’t recommend her services enough. Thank you, Caitlin.”

“Heather and Brittany at Northstar were amazing . Incredibly thorough, professional and tenacious - I was told by another IFA that I wouldn’t get the mortgage I needed and they got it for me at a great price . Very kind and friendly also. I can’t recommend them highly enough and will always use them from now on.”

“First class support, advice and communication. I would highly recommend Reades financial services.”

“I met Alan worthington in 2007 through my girlfriend who was made redundant from her employment and received a redundancy payment which we wanted to put into a savings account we had at the halifax liverpool , it was there we first met Alan who right away put us at ease and then explained all the options we had to put the money to good use and let it work for us in the right way instead of just leaving it in a savings account with poor interest rates at the time, he informed us of all the ways our money could do better by investing it in stocks and shares isa which we would never have thought of and by doing that and starting to invest ourselves through Alan we are now in a far better financial situation than we would ever have been if we would just left it in a savings account, when Alan has moved on to other opportunities we have also gone with him and we are now once again with him with capstone because we trust him with his financial advise and experience in all finance which has been a massive benefit to us , and now we're looking forward to a future were we will be financially secure and not have to worry about what we can or can't do because with Alan's advise and guidance we are now in a far better place financially than we would of been so I would have no hesitation in recommending Alan to anyone who needs that push to help then make there Money work for them in a way he made it work for us.”