Insurance agency in Ormskirk

“I have used this company 3 times now for firstly getting my mortgage then two renewals and they are brilliant. My first 2 transactions were with Philip who was great and in regular contact excellent customer services. This time Kristian is helping and he has been great to the point he keeps in touch when he was on annual leave as he knew my renewal date is fast approaching. Would recommend to anyone and will be using again”

“Chris Whitehead IFA, Cornerstone Financial Planning, was highly recommended to us. Since initially contacting Chris we were treated with respect and our attitude to investing was explored and agreed where the necessary investments would be made. During our yearly investment reviews, Chris fully discusses our options and relevant variables in a language that is uncomplicated. We have been very impressed with his professionalism and approachability shown by Chris; plus flexible with his time. Chris has been our IFA for several years and we have received excellent service, plus the fees are really reasonable compared to the big firms. With the stock market turbulence over the years, our investments remain buoyant. We have and will continue to recommend Chris for family and friends.”