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About Spectrum

Financial advice in Liverpool, for clients from a broad spectrum of backgrounds. We provide personal and professional financial planning advice to help you achieve your financial goals. Contact us today for a free consultation.

Financial Adviser in Liverpool

We established Spectrum Independent Financial Services in 2002, in Woolton Village, Liverpool, to provide whole-of-market mortgage advice and independent investment and retirement advice.

We help you invest for your future, buy houses, protect your family, plan for retirement, and insure your property and business.

As a truly independent firm of Financial Advisers, we have no ties to Insurance Companies or institutions, and this ensures the advice and recommendations you receive are without bias and impartial.

How to find Spectrum

Based in Speke, just off the main A561 Speke Boulevard and close to the Liverpool John Lennon Airport,

With ease of access from all the major roads, the company provides advice to both personal & corporate clients, and we can provide consultations ideally at our office, or if you prefer, we can visit you at your home or your place of work.

Although many of our clients reside throughout Merseyside, due to the referrals we receive and our work with introducers, we have clients across most of the North West and, in some instances, much further afield.

Our Accreditations

We are authorised and regulated by the Financial Conduct Authority (Reg No: 230080) and you can view our authorisation on the FCA register

We are members of the Chartered Insurance Institute (CII) which encourages the highest professional and ethical standards in insurance and financial services, and we follow a code of ethics which sets down the principles which all members of the CII should follow in the course of their professional duties.

We are also proud members of the Equity Release Council

Let’s have a chat about you