Call us on 0151 448 2777
mail@spectrum-ifs.co.uk
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Liverpool's brightest choice for Independent Financial Advice

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How can we help you today?

As Independent Financial Advisers, based in Liverpool, we regularly assist our clients with the following key areas.

Retirement might still seem like a lifetime away for some, and starting to save for retirement may be the last thing on your mind, but when you consider that, you could be spending more than 30 years in retirement.

Insurance products are sometimes at their most valuable when they protect our families, our incomes, our property, and our business. The benefit of Insurance and setting financial issues aside at emotionally difficult times cannot be overlooked.

Perhaps you want to save for a rainy day, or holidays or grandchildren, or even towards your retirement and any long terms plans you may have. Perhaps you are looking to obtain a better return from your existing investments or investing for the first time and need advice on the best way forward.

Mortgages are the largest single transaction in most people’s lives. Getting the right Mortgage Advice when buying a property can help reduce this stressful and time-consuming experience. Suitable Mortgage Advice will help you understand fees, charges, terms, flexibility & penalties, etc., to help you choose the right lender and product.

Making your will is one of the most important things you will ever do. Any of us could die tomorrow or sooner. And if we did, what would happen to our loved ones? Having worked so hard to provide for them, it would be a double tragedy if they were to inherit less than their due.

In recent years, Equity Release has helped homeowners in Britain realize the true value of their assets.

Equity Release allows homeowners to access the equity in their homes, without having to sell or move out.

This can be a valuable way to boost retirement income, pay for home improvements, or cover other financial needs.

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We've been providing financial advice in and around the Liverpool & Merseyside area since 2002

Independent Financial Advisers based in Liverpool we are a truly independent with no ties to any Insurance companies or institutions, giving you the peace of mind in knowing we act on your behalf and coupled with the backup, resources, and research tools available, ensures our advice is without bias and totally impartial.

Signature of Wayne Slater

Wayne Slater

Principal & Adviser

Wayne Slater of Spectrum Financial

Proud to help

We're big on making our clients happy and comfortable with their finances

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How did Spectrum help you?

Wayne provided plenty of advice as a first time buyer and put together a fantastic mortgage and life insurance package that suited my needs.
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How did Spectrum help you?

Wayne Slater is at the top of his game! I’ve used his services 7 times and always satisfied.
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How did Spectrum help you?

Wayne assessed my financial needs on all accounts and suggested many options, unbiased and very professional
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How did Spectrum help you?

We meet regularly to look at how my investment/pension is performing and his friendly, relaxed approach has helped me to consider issues around my financial situation that I would not have thought of myself.
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How did Spectrum help you?

Spectrum can help in so many ways and together we review our financial investments and pensions on a regular basis to make sure we are still receiving the best that is available that suits our situation.
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How did Spectrum help you?

We have increased our assets and fully understand how they will support our retirement plans as well as our legacy for our children.

We love to share

We regularly post articles on topics about finance that might take your fancy

5 minutes read

Posted 3 days ago

Should you consolidate your pension pots?  image

3 minutes read

Posted 6 days ago

Top 6 things to do with your ISA image

7 minutes read

Posted 7 days ago

A glossary of mortgage jargon to help you. image

View our Free Mortgage Calculator

Mortgages are one of the biggest financial decisions you'll make. Try our free calculator to get an idea about the costs.

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