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Investment Advisors in Liverpool ready to help


The Mortgage Hut

The Mortgage Hut

The Mortgage Hut is verified Certificate of Excellence 2019

Providers of award winning mortgage advice across the UK. We have access to over 90 lenders and 12,000 products, so one of our professional, approachable and qualified advisers can help. 

Spires Independent

Spires Independent

Spires Independent is verified Certificate of Excellence 2019

At Spires Independent we are dedicated to providing you unbiased independent advice with a high level of service. We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension transfer expert. So whatever you're looking for, at Spires Independent you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.  

LBA Global Partners Ltd

LBA Global Partners Ltd

LBA Global Partners is your leading partner for UK and International Business & Legal Advisory services. We specialise in Wills, Trusts, UK & International Tax, Legal Advisory and Regulatory reporting services. We also provide UK and Global Immigration Services. 

Liverpool MoneyMan

Liverpool MoneyMan

 

Financial Fortress Ltd

Financial Fortress Ltd

Financial Fortress Ltd is verified Certificate of Excellence 2019

Our mission statement: “To help every client build their very own Financial Fortress!” At Financial Fortress, we believe that good financial planning is absolutely key to everyone at all stages of their lives to ensure total financial security, protect your loved ones and allow absolute peace of mind. Whether you are buying your first home, aiming to protect your family from life changing events, investing for a rainy day or planning for your retirement it is vital you get the very best advice from an expert you can trust. No matter the size of your need, at Financial Fortress we provide trusted advice no matter what keeps you up at night! Investments, pensions, mortgages, commercial finance, life insurance, equity release and everything in-between!  

APPLETREE FINANCIAL SOLUTIONS LTD

APPLETREE FINANCIAL SOLUTIONS LTD

APPLETREE FINANCIAL SOLUTIONS LTD is verified Certificate of Excellence 2019

At Appletree our aim is to provide exceptional service to all clients. Our core values and principles have been at the heart of our business for over 18 years. We aim to build long-standing relationships with clients and appreciate the importance of each clients individual challenges and aspirations. Our advisers combine expert technical knowledge with over 90 years combined experience. Our advisors are supported by a team of four excellent customer service administrators with over 40 years combined experience, waiting to assist five days per week between 9am-7pm. Whether it's pension or investment planning, we're passionate about safeguarding our clients financial interests. 

Haven IFA Ltd

Haven IFA Ltd

 

Conflux Consultants Ltd

Conflux Consultants Ltd

Conflux Consultants Ltd are a specialist marketing consultancy based in Crewe, Cheshire UK. We help businesses and organisations build their Reputation and control their content on-line. 5 Star Reputation - Google give businesses and individuals the ability to rate your company, in a similar way to Trip Advisor and Amazon. We help you build a 5 Star Reputation, and then we market that reputation for you. I help businesses and marketing professionals with unique lead generation and lead conversion strategies to increase sales, using powerful customer intelligence strategies and am a Reputation Aegis Partner. Our research has highlighted that 99% of 35,065 businesses are missing the essential on-line marketing steps. These simple low-cost steps should be included in every companies strategy as they will improve the return on investment for all other marketing activities and give companies a competitive advantage. ★★★ We are committed to your business growth ★★★ ➜ How we do it? ★ Customer Feedback ★ Staff Training ★ Online Reputation Monitoring, Management, Building, Marketing ★ Lead Generation ★ Lead Conversion ★ Authority & Positioning ➜ Who do we work with? ★ Our clients are growing or want to grow their business and includes companies, professions, business coaches and consultants. ➜ Who qualifies for our services? ★ Primarily companies that offer services or products with an ACV (Average Client Value) of £1,000 or more. This is the sweet spot for the best ROI and adds value to all existing marketing activities. ➜ How to get started? ★ Connect with me here on Bark ★★★ Watch the Review videos below created from written client reviews. We are also looking for business to partner with on trial programs at discounted rates, in exchange for feedback and referrals to other businesses ★ ★ ★ 

Captec Wealth Group

Captec Wealth Group

Captec Wealth Group is verified Certificate of Excellence 2019

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. It isn't necessary for successful investing to become a full time job. Through our investment structures and our access to high quality new-build apartments in strategically chosen high growth areas in The UK, we aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Captec Wealth Group believes in “efficient wealth creation through strategic investing” Captec Investments: An alternative investment consultancy, focused on raising capital through equity & debt/fixed income vehicles.. Captec Developments: A Property Investment Consultancy that aims to remove the uncertainty and stress and time involved when buying a new-build property investment. Captec have an extremely in depth due diligence process in place to ensure a development has the key fundamentals to be a good investment, before any proposal is put in front of an investor. We also specialising in sourcing, structuring and distributing off-market UK development level property projects across a variety of sectors (PRS, Student) and geographical locations. 

Sterling Welsh Ltd

Sterling Welsh Ltd

This is what we do... Looking to buy your first home? Need to remortgage for a better rate and save money? Let us take away the hassle for you. Don't bother visiting numerous bank or surfing the web in the hope that you will get the best deal. Let one of our experienced brokers give you call to see if we can help. We don't charge a fee for the initial consultation and will speak to you on weekends and in the evening so that you don't have to take time off work. We guarantee to get you the best rate and we have a no quibble, 100% MONEY BACK GUARANTEE if you are not happy for any reason. So, what are you waiting for, give us a call now and we will be more than happy to help. I look forward to speaking to you soon. David 

Maple  Leaf Financial Services Ltd

Maple Leaf Financial Services Ltd

Maple  Leaf Financial Services Ltd is verified Certificate of Excellence 2019

Wide range of Financial services including: Retirement Planning Pension advise Mortgages Remortgages Buy to Let Mortgages 

GRD FINANCIAL SERVICES LTD

GRD FINANCIAL SERVICES LTD

GRD Financial Services is an appointed representative of First Complete Limited GRD Financial Services Limited is a company registered in England Registration Number 8120992 Registered at Blackbull House 353-355 Station Road Bamber Bridge, Preston PR56EE GRD Financial Services make mortgages and protection process simpler. We run the whole process for you: speaking to agents, solicitors, lenders and surveyors from start to finish. Whether you’re getting on the property ladder for the first time, moving to a bigger home or buying for investment, we will take away the stress of buying, selling and or protecting property, lives and income. GRD Financial Services have access to a comprehensive panel of mortgage lenders. GRD provide bespoke services tailored to each clients individual needs, offering flexible appointments during evenings and weekends either within your home or at GRD offices. GRD welcome all enquiries on all mortgages, all protection and commercial bridging loans, expansion, consolidation and more. Your home may be repossessed if you do not keep up your repayments on your mortgage. A broker fee of £287 will be charged upon mortgage application.  

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP is verified Certificate of Excellence 2019

Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. 

Edinburgh Mortgage Advice

Edinburgh Mortgage Advice

Whole of Market Mortgage Broker established in 2010. Based in Edinburgh, but deals with clients throughout the UK. All sectors of the market covered including Buy to Let, Adverse, Specialist, Purchase and Remortgage. We also have a commercial finance offering 

Equity Release Supermarket

Equity Release Supermarket

Equity Release Supermarket offers a fresh thinking approach to equity release advice. We help you compare deals & interest rates from the whole of the market which include exclusive deals negotiated with some of the UK's leading financial providers. Using a nationwide team of friendly & experienced equity release advisers, we can offer specialist advice from the whole of the market, either face-to-face or over the telephone.  

Artjig

Artjig

I have many years experience working as Graphic designer, more recently has a in-house designer for one of the UK's largest manufacturers of furniture and now for a leading LED lighting company. Design services: Illustrations, logos, business cards, marketing materials, POS, brochures. I also offer a wide range of photo manipulation/enhancement/colour correction services. Video editing. 

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is verified Certificate of Excellence 2019

"I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (23/01/2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice. I received a Mystery Shopper's score of 34 out of 35" Contact me if you need IHT mitigation planning Advice. I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice. "Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith" ********************************** January 2019 - Special Offer ********************************** No client fee on whole of market Mortgage Advice "Contact me for whole of market Mortgage Advice and I there is 'no personal client fee' for you to pay" I can assure you that I can research and source the best mortgage for the following: 1st time buyer, remortgage, Buy to Let and self build "Don't delay, contact me today to save money on your mortgage requirements, please call me on: 07757 139132" I deal with all the Banks, Building Societies and specialist Mortgage Providers Also if you are looking to clear unsecured debt on credit cards, or unsecured loans, on a second charge, I can advise and assist, please call me on: 07757 139132 "Providing financial advice and mortgage advice to assist you in achieving your financial goals, is my goal" "Thank you and I look forward to speaking with you Kind regards - Keith" *************************************************************************************** "I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA / Advanced Qualified - Mortgage Adviser - Certificate of Excellence Award" *************************************************************************************** Whole of Market Professional - Independent Financial Adviser (IFA) and Advanced Mortgage Advice qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants (JHFC) IFA network. I started my career in Financial Services as a regulated Financial Adviser in 1995. As a Whole of Market Professional - Independent Financial Adviser and Mortgage expert, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives. I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including: Whole of Market research to source the absolute best Financial Planning solutions, including: * Wealth Management * Investment Planning * Life Assurance - personal and for businesses * Income protection * Critical Illness protection * Tax efficient investment advice * Pension advice * Annuities * Income Drawdown * Tax efficient investments for growth or income * Capital Protected Investments * VCT; EIS; SEIS (on determination of suitability) * Corporate Investments * Ltd Company protection solutions * Ltd Company Relevant Life (offset against Corporation tax) * Regular saving plan options * Inheritance Tax (IHT) planning * Trust advice * School fee planning solutions * Protecting your mortgage * Private Medical Insurance * Whole of Market Mortgages * Self Build Mortgages * HNW (Large) Mortgages * Buildings and contents HNW value, whole of market broking Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face. I am able to provide a whole of UK service. Several of my areas of specialisms include: * Removing the complexities and explaining all aspects of financial planning in plain English. * Retirement options and how to retire early. * Investments for Wealth Preservation * Protection Specialist * IHT planning * Schools fee planning * HNW (Large) Mortgages It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132 "My focus is to provide high quality financial advice and build long term client relationships" ________________________________________________________________________________________________________________________ Financial Services Professional Qualifications: I hold qualifications with the Chartered Institute of Bankers (CIB) CeFA (merit), and the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP. I also hold the specialist qualification with the CII in Equity Release - CertCII(ER) ________________________________________________________________________________________________________________ Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN. ________________________________________________________________________________________________________________ Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.  

Select Mortgages North West

Select Mortgages North West

 

Simple Solutions Financial Management Ltd

Simple Solutions Financial Management Ltd

 

Smart Financial

Smart Financial

Financial planning is about much more than money, it’s about your life. Having a strong financial plan in place gives you the freedom to achieve what you want out of life. Smart Financial works with high net worth individuals, senior business professionals and business owners, to help them identify the lifestyle they want, and create a plan to live it. We believe that investing money is solely for the purpose of fulfilling goals and we want to empower our clients to achieve and maintain their chosen lifestyle, without the fear of ever running out of money and without working for a day longer than they need to. Our financial planning service can help you achieve the lifestyle you want, not only now, but in the future. We can build a holistic plan that will deliver the results you desire - and deserve. Our success is built on getting to know each client. From our very first meeting, we look at the whole picture starting from what they need right now moving through to retirement and beyond. We take a personal approach to our work using a tried and tested process, to really get to know them and understand what they want to achieve. We use a five stage process for our personal financial planning services. During this process we will work together to identify life goals, make a thorough review of their financial situation and create an actionable plan to start them on the journey to the life they really want. The key to success is building a long-lasting professional relationship, so we can help you at each stage of your life, as your circumstances and goals change. Once your plan has been established and implemented we can work together to re-evaluate your desired lifestyle objectives and realign the plan accordingly.  

Dolphin Financial Limited

Dolphin Financial Limited

Dolphin Financial Limited  is verified Certificate of Excellence 2019

We offer bespoke solutions to help you achieve your goals. Dealing with all aspects of financial planning needs for individuals, families, & businesses. We are Independent Financial Advisers, Independent Mortgage Advisers and Commercial Managers offering whole of market advice when you need it most. We can offer and end to end proposition for you in the all the areas of financial planning from mortgage advice to arranging commercial insurance.  

financial-advisor-near-me.com

financial-advisor-near-me.com

financial-advisor-near-me.com is verified Certificate of Excellence 2019

 

Julian Harris Financial Consultants (Network)

Julian Harris Financial Consultants (Network)

We help navigate you through your financial journey with our six stage process 1. Engage - We explain how we work for you, what you can expect from us and how we charge for our services. We establish how we can add value to you now and in the future. If we agree to work together we set out the terms of our relationship.​ 2. Discover - We delve deep, exploring your personal and financial objectives. We learn about your short term plans and long term aspirations and the things that are most important to you now and in the future. We safeguard your confidentiality and store information securely.​ 3. Analyse - Here we knuckle down and get hard to work researching the whole marketplace identifying financial solutions to meet your agreed objectives. It's the really savvy technical stuff which sets the backbone of the journey ahead. 4. Present - We present your financial plan in a clear transparent jargon free manner. We explain the strategy and how it meets your goals. We navigate you through the journey ahead, confirming your understanding and explaining the potential rewards and drawbacks. 5. Implement - Once you are completely happy and on board with the solutions we recommend, we will set sail and implement your financial plan, the start of your journey to financial independence. 6. Review - We promise not to keep you in the dark, and will monitor the progress of your plan in line with our agreed service level. We will assess if key changes in legislation or your circumstances affect the ongoing suitability of your financial plan. 

Tailored Financial Planning Ltd / Complete Mortgages

Tailored Financial Planning Ltd / Complete Mortgages

 

Go Futures

Go Futures

Go Futures is an established futures broker which has been in business for over 10 years and is based in Chicago, IL. The company offers their customers access to futures and futures options worldwide. 

Smoothmove Estate Agents Ltd

Smoothmove Estate Agents Ltd

We offer a professional and personable approach to selling property. From the initial property appraisal through to bringing the property to the market and generating viewings and then finally closing the sale with a potential buyer we've got all bases covered. We bring a lot of local knowledge of the property market to the table and we have the support of an outstanding independent mortgage broker who is highly experienced in the financial services industry. 

Aci Money

Aci Money

We're a bespoke Financial Information service based in Salford Quays, specialising in lending and investing. Our team is backed by over 35 years in the industry. We provide an array of financial services through our lending, and the competitive, investment arena. Our specialists, collectively have more than 75 years experience in this industry. We offer a personal touch to our clients through our ability to speak 5 different languages, including Arabic, Urdu, Punjabi, Gujarati and Chinese. We offer flexibility with our investments and loans where our competitors quite often struggle with, as we not only have access to the High Street - Conventional lending facilities, we also have access to private venture capital, which is simpler to obtain, competitive in this climate and far more flexible to deal with. So if its flexibility, speed, market leading rates and choice you are looking for, then give us a call or simply complete our ONLINE enquiry form from our website, and we will do all we can to assist.  

Puleston wealth management

Puleston wealth management

 

HL Financial

HL Financial

Affordable & friendly financial advice, servicing clients in England and Wales. 

Financial Brokers Ltd

Financial Brokers Ltd

Bespoke Whole of Market mortgage and insurance broker. Our Manager step by step dealing with you from price negotiations up to completion of purchase. We are specialist in dealing with difficult cases and guaranteed NO MORTGAGE = NO BROKER FEE. We provide property purchase and mortgage advice for Easter Europeans living in UK in them own languages, our main group of clients are Poles living in UK. Firma Financial Brokers Ltd jest brytyjskim brokerem finansowym obługujących klientów na terenie całej Wielkiej Brytanii. Nasi Managerowie obsługują klientów poprzez telefon, internet oraz drogą pocztową. Free initial financial consultation for foreigners living in the UK in their own languages. Residential Mortgages in the UK, Life, Critical Illness, Income Protection in the UK, Buy To Let Mortgage in the UK, Building and contents Insurance in the UK, Commercial Mortgages in the UK, Landlords Insurance in the UK, Bridging Loans in the UK, Commercial Insurance in the UK. Financial Brokers Ltd is authorised and regulated by the Financial Conduct Authority. The guidance and advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. The fee for mortgage advice depends upon your circumstances but we estimate it will be 1%. Financial Brokers Ltd holds customer Credit Licence and Data Protection Licence. 

Irlam Estates

Irlam Estates

 

Smith Law & Shepherds IFA

Smith Law & Shepherds IFA

 

Bank Collateral

Bank Collateral

Sir We arrange Following Bank Instruments Letter of Credit ( LC) From Various Banks in Singapore / HongKong / Europe /USA Used For Import / Export Business and Trade Finance . 90/180DAYS Bank Guarantee ( BG ) Fresh Cut Slightly Seasoned Seasoned Stand By Letter of Credit ( SBLC ) 90DAYS / 180/ 365DAYS Regards Mr Ronald Rajnesh Gounder Email: grounesh.advisory1@gmail.com Skype ID: grounesh.advisory  

Alexander Grace Limited

Alexander Grace Limited

Alexander Grace is a Chartered firm of independently minded Financial Planners specialising in the advice and management around pensions and investments. We've been helping clients navigate complex financial markets since 2001 and from those very early days our business has evolved through client and professional recommendations. We are based very near the NEC and airport as well as the M42 Junction 6 close to Solihull. We will advise clients in the whole of the Midlands and also London and surrounding areas. We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being. Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer. 

Skipton Building Society -- Bolton

Skipton Building Society -- Bolton

 

Sourced - Fenland, Kings Lynn & Peterborough

Sourced - Fenland, Kings Lynn & Peterborough

 

Tailored Lifetime Financial Solutions Ltd

Tailored Lifetime Financial Solutions Ltd

I am a financial planning consultant with over 20 years experience, with a background in home service with the Cooperative Insurance and Estate Agency Mortgage Advice during the mid-2000’s. My focus is on affordable financial solutions which makes me a leading choice for clients when they plan & review their Pensions, Investments, Mortgages, and Protection needs. I strive to create a common-sense approach and deliver advice plus a customer service that is clear and easy to understand. Client meetings can be held in the comfort and convenience of my office or their own home. I am based in Cheshire and cover the North West, North Wales, North East and Midlands East & West . MY APPROACH Firstly, I will meet to discuss your objectives (goals & aspirations). I will take time to understand your preferences and requirements and explain how the different solutions work. Having gathered your information and preferences I will then research the market selecting the most suitable products to design and build our recommendations making sure they meet your aims for the future and consider any planned changes to your situation. Once I have completed my research and written reports I will meet again to run through my proposal making sure that as clients you are 100% comfortable with any solution recommended. At this stage if happy to proceed I would complete the necessary paperwork for your tailored solution and set up on your behalf the products and services you require. After this, the support and service continues as the relationship builds and where agreed, regularly meeting to review your plans making sure I walk side by side through your financial milestones guiding you through these changes and re-assessing your goals.  

lpc invest

lpc invest

 

Lease Finance

Lease Finance

 

AFFX Hub

AFFX Hub

 

Investment Advisors on Bark


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Example Investment Advisors Barks


What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£50,000 to £79,999

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your cash savings and other investments?

£100,000 or more

Which of the following do you want help with?

Investment review

Which location(s) would you consider to meet the advisor?

My home or office

Any additional details?

nnnnnnnnnnnnnnnnnnnnnnn

What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£80,000 or more

What is the status of your main residence?

Owned outright

What is the approximate value of your cash savings and other investments?

£100,000 or more

Which of the following do you want help with?

Investment review, Property

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

We are a UK based Charity, who are looking to devise a comprehensive endowment/investment strategy. The strategy will highlight what are the best income generating and capital appreciating assets in the UK market. These endowments will ultimately help the charity to continue growing its current activities and help fund future projects. We need an investment expert who has experience in putting together comprehensive strategies in the UK market. It would also be desirable if the person/firm had knowledge or a good understanding of the Islamic rulings about the Waqf/Endowment concept.

What is your current career stage?

Already retired

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned outright

What is the approximate value of your cash savings and other investments?

£30,000 to £49,999

Which of the following do you want help with?

Investment review

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

Looking to build an investment portfolio


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