LightSide Financial Planning, located in Crosby, Liverpool, boasts a team of independent, dynamic, and forward-thinking financial advisors. Leading the helm is Sean McDermott, who serves as the director and chartered financial planner at SMC Financial Services LTD. With a wealth of experience spanning over sixteen years in financial and banking services, Sean has honed his expertise through roles at both large corporate institutions and smaller, more personalized boutique firms.
This seasoned team is well-equipped to address all your financial needs, specializing in pension and investment advice. Their primary mission is to enhance your financial security and help you achieve your life goals. LightSide Financial Planning is firmly committed to building trust and nurturing long-term relationships with its clients. Rest assured, there will be no pressure to accept their advice until you feel fully prepared to do so. Don't hesitate to reach out today to arrange a discovery call.
UNIQUE FACTS:
• Free Initial Consultation
• Personalised Services
• On-site Services.
Best Financial Services in Liverpool
Expert recommended Top 3 Financial Services in Liverpool, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
LIGHTSIDE FINANCIAL PLANNING REVIEWS
I have reached the ripe old age of 55 with no idea of my pension provision at retirement. I spoke with Gary who has been absolutely amazing and he's not only given me some real sound advice, he's sorted all my pensions for me. A top class service from a really knowledgeable guy. He made it easy for me to understand, not using jargon, and I'm happy with my provision going forward. Thank you so much Gary, you were amazing, a credit to SMC Financial Services Limited.
I spoke to Barry Mitchel today and his advice was so helpful, he answered all of my questions and was very understanding and professional. With the information provided I finished the call knowing how to address the matters discussed. Thank you!
Highly professional, fantastically knowledgeable, I would highly recommend and trust Sean and the team for pension and any other financial advice you may need.
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'Parker Kelly Financial Services Ltd' operates as a Liverpool-based financial planning firm. Within their ranks, they employ independent financial advisors who are recognized experts in their respective fields. Their dedication to their craft is evident in their passion for their work, and they are committed to establishing enduring connections with their clients. The firm offers a comprehensive range of financial services, covering mortgages, pensions, investments, equity release, wealth management, and inheritance tax planning. Leading the way at 'Parker Kelly Financial Services Ltd' are John Kelly and Andrew Kelly, who serve as managing directors and advisors. John holds full qualifications to provide guidance on Equity Release, Mortgages, Protection, and Long Term Care, having successfully completed his Diploma in Financial Planning. Andrew specializes in delivering a holistic approach to financial services, offering tailored solutions that align with each client's unique circumstances and objectives. For those seeking financial guidance, 'Parker Kelly Financial Services Ltd' invites you to reach out for a complimentary consultation with one of their advisors.
UNIQUE FACTS:
• Expert Financial Advices
• Complimentary Chat
• Online Appointments.
Speciality:
Contact:
Working Hours:
Fri: 9am - 4:30pm
Sat & Sun: Closed
TBR® Inspection Report:
PARKER KELLY FINANCIAL SERVICES LTD REVIEWS
Would really recommend Parker Kelly for anyone looking for a mortgage adviser. We had great service from Will Sara-Kelly who helped us to find and secure a mortgage for buying our first home. The nature of my partners job made finding a mortgage quite difficult for us, but Will made that process a lot easier and saved us from the hassle of attempting to do it by ourselves. Thanks again Will!
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.
Parker Kelly are just brilliant. John has helped us navigate the mortgage market twice and wouldn’t hesitate to use him again. The team are knowledgeable, responsive and helpful. Would absolutely recommend!
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Edward Asset Management LLP operates as a financial advisory firm with a presence in Liverpool and across the North of England. Their team of independent financial advisors in Liverpool is dedicated to delivering effective financial guidance to assist you in achieving your financial objectives. Edward Asset Management LLP boasts a cadre of independent financial advisors (IFAs) and wealth managers stationed in Liverpool, serving clients throughout the northern region of England. These professionals are highly qualified to provide financial advice in diverse areas, encompassing investment planning, pensions, retirement planning, business protection, and inheritance tax planning, among others. Their specialization lies in offering comprehensive financial planning and wealth management services for individuals accumulating wealth and nearing retirement. It's important to note that Edward Asset Management LLP operates under the authorization and regulation of the Financial Conduct Authority. They extend a full spectrum of financial advisory services, catering to clients not only in Liverpool but also in the broader Merseyside area, including Southport, Maghull, Wirral, Warrington, Widnes, Chester, and Manchester.
UNIQUE FACTS:
• Constructing Your Plan
• Online Appointments
• Onsite Services.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
EDWARD ASSET MANAGEMENT LLP REVIEWS
A friend recommended Edward Asset management to me. And I am so glad they did! Excellent professional service at all times. Extremely helpful advice provided and explained in an easy to understand way. I would definitely recommend Edward Asset Management to anyone.
Always happy to answer any questions and to explain any queries. Would happily recommend Edward Asset Management LLP to anyone, from personal experience.
My family and I have used Phillip and the team for many years now. Edward Asset also provide a financial service for our business. Excellent service and very professional.
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