Personalized financial planning in Liverpool

“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 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”

“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.”

“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.”

“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.”

“Fabulous service from the team from start to finish.”

“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.”

“The team at CM Financial go above and beyond for their clients. They're very professional, knowledgable, and mostly importantly they listen to your needs and deliver! Wouldn't hesitate to recommend to anyone. Thanks again Carl for your expertise!”

“Paul was an absolute pleasure to deal with when it came to reviewing all of my finances and pension situations. He was extremely knowledgeable, responsive and chased companies where necessary demonstrating fantastic tenacity to get the job done. Highly recommended 100%. Thanks again for your advise, much appreciated.”

“Haines Watts Liverpool provides a first class service. They always listen to and understand our needs and provide the best solutions. Highly recommend.”

“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!”

“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.”

“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.”

“I cannot recommend Jonathan highly enough. He has managed my pension arrangements for 5 years. With his guidance I have been able to achieve all of my plans from aged 55 onwards, in terms of work/life balance. We have regular reviews which enable me to make informed decisions. I have managed to spend nearly 5 pre-school years with my Grandson, which is priceless! Thanks for everything.”

“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”

“I would like to thank Claire Williams who has gone above and beyond, whilst helping and advising me to buy my first property. Very approachable and always available for advise and support. Thank you very much Claire. Lois Jones”

“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.”

“Brilliant service! for anything you don’t understand when it comes to keeping your finances in order. will be using Appfluent Accounting again.”