Showing Best Selected Financial Advisors Covering Liverpool Area

Mike Holland   CeMap MIFS DipFA

MH FINANCIAL PLANNING

0161 796 3897

07958 513 705

financial advisors near manchester

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. I have devoted my working life, now spanning in excess of 30 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised High Street banks…

VIEW FULL PROFILE

Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Liverpool area

Read reviews 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Kevin Wood  MA Dip PFS FISMM

WOOD & ASSOCIATES WEALTH MANAGEMENT

01244 311 728

07542 678 747

Kevin P. Wood

Kevin P. Wood is co-founder and a Partner of Wood & Associates Wealth Management, with their friendly office based in the beautiful and historic city of Chester.

Having entered the profession in 1984, and due to living and working in the UK and Isle of Man, Kevin has amassed vast experience in both onshore and offshore financial planning, and uses this experience to help his clients in a friendly and empathetic way…

Your home may be repossessed if you do not keep up repayments on your mortgage.

VIEW FULL PROFILE

Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Liverpool area

Read reviews 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Michael Gorst

MICHAEL GORST WEALTH MANAGEMENT

0161 688 5746

07966 229 124

Michael Gorst

I have worked in financial services for over 30 years and provide advice which is designed to help professionals and individuals, families and businesses with practical solutions to the financial issues that concern them most.

I strongly believe in
• Helping potential clients to formulate goals and aspirations for the future
• Maintaining value via long-term relationships and acting as a guide
• Referring to other associated experts where appropriate

VIEW FULL PROFILE

Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Liverpool area

Read reviews 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Not sure which advisor to choose ?

Call us for assistance

01904 215 013

It’s free to call. No-obligation and no hidden fees. Alternatively, let us find financial advisors in Liverpool for you.         Find advisor