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We offer a full estate planning service that includes, Wills, Will trusts, Lifetime trusts (discretionary and interest in possession), Lasting Powers of Attorney - Health/Welfare and Property/Financial. Probate services. Document storage. All of our prices quoted on our website include face to face meetings and attestation services to make sure your Will is signed and executed correctly.
Independent Financial Advice. Discussing and implementing a strategy for all life stages. Advice for life
Nationwide
We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK
Merseyside
Lloyd & Co. Financial Planning is situated on Hoghton Street, Southport. Merseyside. We are passionate about our profession and have achieved Chartered Independent Financial Planner status. Our ethos is focused firmly on our clients happiness. We place our client’s hopes, goals and aspirations at the heart of our planning. Lloyd & Co was founded in 2010 by David Lloyd, David has many years’ experience within the financial services profession initially working for other organisations.
Tax Advice, Capital Gains, Self Assessment, Self Employed, Landlords & Ltd Co Financial Advisor, Wills, Trusts, Pensions, IHT Planning, Protection, Savings and Investments, succession planning, Pension Consolidation, Defined Benefit Pension knowledge
We provide advanced, tailored, innovative and effective holistic financial planning solutions to all generations. We add value to our client experience not only by delivering trusted, reliable and honest advice but transparent pricing also. Our range of seamless solutions are supported by sophisticated personal service, and a relationship that evolves organically over time. Your personal financial adviser can accommodate both your personal and business needs with the highest level of attention and expertise.
Veronica Mulrooney
I recently visited the offices of Prosperity for a meeting with Emma. I remember the atmosphere being really friendly and the environment modern.I would recommend Prosperity, Emma in particular, because she helped me ‘know my numbers’ in terms of how much risk I need to take with my capital to achieve the income I needed to ensure I didn’t run out of money, now or in the future.Emma was really helpful and careful to ensure I fully understood the features, benefits and risks of her recommendations, and I feel like I’m in a better informed position and a lot more confident in making financial decisions in the future.
We are a well-established experienced independent financial adviser and Mortgage Advice brokerage who can offer a comprehensive service to cover all of your needs.
RSJ Financial Planning is an Independent Financial Adviser Practice specialising in Investment Advice. Our team has a shared aim - to provide tailored independent finanical advice on a wide range of solutions, combined with a high standard of service to help clients achieve their financial goals. Areas of expertise include Financial Planning & Wealth Management, Pension & Retirement Planning, Saving (ISA and General Investments), Inheritance Tax Planning, Capital Gains Tax Planning (CGT), Protection (Life, Income & Business)
I am a qualified Chartered Accountant and a Chartered Financial Analyst with about 10 years of professional experience in the field of accounting, finance, taxation and Investments.
We help down to earth people confidently make the decisions they need to achieve their financial goals. Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future. We offer straightforward, no nonsense financial planning and wealth management. Approachable and down to earth we see no conversation, plan, product or service as too big or too small.
Emma Hughes
We had help with getting a remortgage and new mortgage with smith law & Shepherd. We dealt with john Carey Shields, he was always to hand to help with any queries or problems. We would recommend them 100% if anyone is going down the same path. Great reliable friendly service and tanks so much for all your help
We are real people who understand real life and will help you to get the most out of it. We won't bombard you with jargon and we will make sure your needs, wants and priorities are met.
I just love seeing people get the most out of life and giving them the confidence to do it!
I'd always worked for other businesses where sales targets and financial advice was about stopping people from spending money and only accumulating wealth. Real life isn't like that and there is no 'one size fits all' when it comes to planning. As your planning partners we add real value by helping you to live the best life possible while putting clever investment and tax planning into place to help you achieve it.
Setting up my own business enabled me to focus more on lifecoaching and the individual. I really have job satisfaction now and it's not just a job, it's a passion!
We are just really good at what we do! Look at our reviews on Trustpilot or VouchedFor and see what people are saying about us.
We can see any client in person at our offices in Southport and Stevenage or remotely via Microsoft Teams or Zoom.
We operated a Covid-19 Safe plan at our premises but do not consider this to be an issue now. We love clients visiting us and therefore will not allow staff members confirmed as suffering from Covid-19 to work from the office while symptomatic.
