BEST RATED » LIVERPOOL » FINANCIAL SERVICES

3 Best Financial Services in Liverpool, UK

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. Only the bee's knees!

SMC FINANCIAL SERVICES LTD.

73 Liverpool Road, First Floor, Liverpool L23 5SE DIRECTIONS

Since 2003

Here’s The Deal:
SMC Financial Services LTD has independent, dynamic, forward-thinking financial advisors in Crosby, Liverpool. Sean McDermott is the director and chartered financial planner at SMC Financial Services LTD. He has over 16 years of experience in financial and banking services. He has worked at large corporates and smaller, more personal boutique firms. The experienced team can cater for all of your needs and specialises in pension and investment advice. The firm helps with your financial security and fulfil your life goals. They specialise in pension and investment advice and lifetime cashflow modelling. The main benefits of working with them will be to give financial security, peace of mind and a clear direction of where you want to be. SMC Financial Services LTD fully believes in strengthening trust and long-term relationships with their clients, so there will be no pressure to accept their advice until you are ready.

SPECIALITY:
Wealth and Investment Management, Mortgages, Equity Release, Financial Advice, Director Pensions, Workplace Pension Schemes, Charity and Trustee Services, Employee Benefits, Shareholder and Key Person Protection, Tax Efficient Portfolio, Care Fees, Tax & Estate Planning

Registration 10614107

[email protected]

lightsidefp.co.uk

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Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

PARKER KELLY FINANCIAL SERVICES LTD

1, Temple Square, 24 Dale Street, Liverpool L2 5RL DIRECTIONS

Since 1994

Here’s The Deal:
'Parker Kelly Financial Services Ltd' is a financial planning company in Liverpool, England. They have independent financial Advisers who are true specialists in their field. They provide a wide range of advice in financial services, including mortgages, pensions, investments, equity release, wealth management and inheritance tax planning. John Kelly and Andrew Kelly are the managing directors and advisors at the 'Parker Kelly Financial Services Ltd'. John has fully qualified to deal with Equity Release, Mortgages, Protection and Long Term Care advice and has completed his Diploma in Financial Planning. Andrew focuses on delivering a holistic approach to financial services and helps customers by giving tailored solutions that fit their personal circumstances and objectives.

SPECIALITY:
Retirement Choices, Starting a New Pension, Pension Consolidation, Retirement Planning, Savings and Investments, ISA, Bonds, General Investment Account, Equity Release, Financial Protection, Critical Illness Cover, Life Insurance, Term Assurance, Key Person, Business Loan Protection, Mortgages, Buy to Let/Let to Buy Mortgages & Estate Planning

Registration 692552

[email protected]

parkerkelly.co.uk/#

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Mon - Thu: 9am - 5pm
Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

WILL CUNNINGHAM WEALTH MANAGEMENT

5th Floor, Walker House Exchange Flags, Liverpool L2 3YL DIRECTIONS

Since 2014

Here’s The Deal:
Will Cunningham Wealth Management provides financial advice to individual and business requirements. Will Cunningham is the principal of the Will Cunningham Wealth Management. He has been in the finance industry for over 40 years. He is dedicated to giving the highest quality holistic financial guidance. He looks after clients across a broad range of backgrounds, including individuals, trustees, business owners, and charities. He builds long-term relationships based on mutual trust, excellent customer service, and highest quality counsel. He creates a bespoke service tailored to the client's own financial needs and future planning. He has a genuine passion for helping clients understand their financial positions and assisting them by providing solutions simply and straightforwardly. Will Cunningham Wealth Management provides service based on the highest possible professional standards and recognises that each client is unique.

SPECIALITY:
Estate, Investment and Retirement Planning, Growth and Income Portfolios, Discretionary Fund and Wealth Management, Insurance and Protection, Unit Trusts, Investment Bonds, Offshore Investments, Individual Savings Accounts, Corporate Services, Banking & Mortgages

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willgcunningham.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: