Liverpool's brightest choice for Independent Financial Advice


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As Independent Financial Advisers, 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 pension income may be the last thing on your mind, but when you consider that you could be spending more than 30 years in retirement.
Financial products are sometimes at their most useful when they are protecting our families, our incomes our property or business. Being able to set 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. Buying a property can be a stressful and time- consuming experience, and nowadays the financing of a mortgage is much more than just selecting the lowest interest rate. Fees, charges, terms, flexibility & penalties amongst others all need to be considered.
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.
We are known in Britain as being a nation of homeowners and in recent years for many people their homes have become a valuable asset. However, it is more than just the value of bricks and mortar-it represents both security and a haven.
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.
Wayne Slater
Principal & Adviser


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



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