BEST RATED LIVERPOOL, UK FINANCIAL SERVICES

3 Best Financial Services in Liverpool, UK

Expert-recommended Top 3 Financial Services in Liverpool, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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HANSON FINANCIAL SERVICES

14 Water Street, Oriel Chambers, Liverpool L2 8TD, UK Directions

Since 1998

Speciality:

“Hanson Financial Services is achieved by understanding each client's individual needs and implementing tailored financial plans to address those needs. The team at Hanson Financial Services has 27 years of experience. They are committed to putting clients at the heart of everything they do and developing long-term relationships. At Hanson Financial Services, the team also prides themselves on the friendly and approachable nature of their advisers and staff, and they play an integral part in the local community. With offices in Liverpool, Manchester, and Chester, they provide advice across the North West, offering a wide range of services, including investments, savings, and mortgages.

2025 Update: They help people get more from their finances across Merseyside, Manchester and beyond for over 15 years. At Hanson Financial Services, their goal is to bring greater clarity to your goals and help you move towards them. Whether you need help with your pensions, financial protection, investment planning or other areas of financial advice, their team is at hand to assist.”

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RHODES BROOK FINANCIAL LTD

Lake House, 27 Allerton Road, Woolton, Liverpool L25 7RA, UK Directions

Speciality:

“2025 Update: Rhodes Brook Financial Ltd has over 14 years of experience in this field. Simon Rhodes Brook is the director of the firm. With trust, transparency, and long-term relationships at the heart of what they do, they are here to guide you every step of the way, both now and long into the future. They have built a reputation for trusted, personal advice by focusing on what matters most: long-term relationships, clear communication, and tailored financial planning. By keeping their commitments, they create lasting value, giving clients confidence in their financial future. Whether you’re planning, facing a life change, or managing investments, they provide clear, practical support. The firm has 650+ clients.”

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J.A. FINANCIAL PLANNING LTD

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

Since 2021

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long-Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“J.A. Financial Planning Ltd is built on strong family values incorporated into how they interact with clients. The J.A. Financial Planning Ltd team is committed to providing holistic, specialist financial advice tailored to individuals' needs. They provide friendly, clear, and objective advice, taking the time to understand your goals. The team is dedicated to building and sustaining long-term client relationships that extend across generations. They aim to ensure you and your family have financial peace of mind by taking a holistic and generational approach to financial planning. They offer many services, whether you want to build, grow, protect, or preserve your wealth.

2025 Update: Jak Ali is the managing director of the firm. The team is committed to fully understanding your needs and tailoring the solutions to you. They value the face-to-face meetings and direct contact with you to ensure they take the time to really get to know you and your family and understand your goals, objectives and aspirations.”

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TOP 3 HANSON FINANCIAL SERVICES REVIEWS

Adrian was brilliant throughout our turbulent and long winded mortgage process for our first home. After one property fell through, Adrian remained a constant throughout with brilliant advice and constant reassurance. As first time buyers our property and conveyancing knowledge was minimal but Adrian was always able to quickly and calmly answer any question, no problem was too big and he went above and beyond for us on multiple occasions. We can't recommend him and Hanson Financial Services enough. We also dealt with Danielle in sorting our health and life insurance out, and found her equally helpful, kind and knowledgeable. If you're on the look out for a mortgage advisor or financial advice then use HFS.

Hanson are very professional and Sanjay has given excellent financial, pensions and inheritance advice and guidance. He helped me to transfer a pension and was clear and helpful in explaining options, at that time and ever since. Both my daughter and I have consulted the mortgage advisor Danielle at Hanson. She is impressively efficient, as well as being exceptionally friendly and very helpful. She immediately found us an excellent deal that exactly fitted our rather unusual needs. She has consistently gone over and above what would normally be expected, to help us with our house purchase.

I have been dealing with Danielle who is a financial advisor from Hanson to buy my first home. I cannot recommend Danielle enough , she is friendly and reassuring throughout the whole process. Every step is explained in thorough detail and communication is excellent.

We moved to Rhodes Brook from another investment company. We have appreciated the strategic advice, the speed and level of service and the returns given. They showed us that we were not getting the most out of our pensions and investments, these guys helped us have a greater income each month with a very clear plan for the future. They closely watch legislation directions and help plan for that too.

For the past year Luke has been helping my husband and I plan for the future. He has a really authentic, genuine approach which makes it extremely easy to ask as many ‘silly questions’ as needed! I would highly recommend Luke to anyone.

Luke has been a massive help since he started handling my account, offering excellent insight and always being available to talk when we have needed his advice.

As always Jak Ali has been excellent.He explains everything simply and clearly and outlines future plans to cover any issues that may occur.Jak is very professional but also makes you feel like you are the only person he is dealing with.He answers any doubts about the future honestly and gives you confidence in your financial situation. Since I have semi retired ,Jak could not have been more helpful and I will strongly recommend him to anyone in need of financial advice.An excellent service which has made given me great security in my financial position.

Jak was recommended to me by another teacher and he has been absolutely brilliant, guiding and supporting me through every stage of the retirement process. He initially went through our finances and demonstrated that I would be able to retire when I hoped. He then took me through the whole process with home visits and online meetings. He was knowledgeable and professional throughout, I felt reassured and in ‘safe hands’. An excellent service, I wholeheartedly pass on the recommendation.

Excellent! Excellent meeting with Jak who was able to clearly discuss my financial options giving me clear, professional and honest advice. The information and advice provided was up to date and spot on for my situation. I also found Jak to be extremely professional at all times and easy to chat through financial issues highlighted by myself, as well as important factors I had not considered. I would definitely recommend JA Financial Planning without reservation.

Business Hours: 9

Complete Info: 9

Experience: 9

Reviews Study: 9

Social Media: 9

Acknowledgements: 10

Contact Info: 10

Exact Services: 10

Legitimate Ratings: 10

Service Diversification: 10

Website Source: 10

Website Standard: 10

Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.

Acknowledgements: 9

Contact Info: 9

Reviews Accuracy of : 9

Location Proximity: 10

Review Analysis: 10

Experience: 7

Business Images: 10

3 Best Financial Services in Liverpool, UK

Expert-recommended Top 3 Financial Services in Liverpool, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

HANSON FINANCIAL SERVICES

Since 1998

Speciality:

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RHODES BROOK FINANCIAL LTD

Speciality:

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J.A. FINANCIAL PLANNING LTD

Since 2021

Speciality:

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3 Best Financial Services in Liverpool, UK

Expert-recommended Top 3 Financial Services in Liverpool, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

HANSON FINANCIAL SERVICES

Since 1998

Speciality:

Contact:

TBR® Inspection Report:

RHODES BROOK FINANCIAL LTD

Speciality:

Contact:

TBR® Inspection Report:

J.A. FINANCIAL PLANNING LTD

Since 2021

Speciality:

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TBR® Inspection Report:

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TOP 3 HANSON FINANCIAL SERVICES REVIEWS

TOP 3 RHODES BROOK FINANCIAL LTD REVIEWS

TOP 3 J.A. FINANCIAL PLANNING LTD REVIEWS

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