Liverpool Office

5th Floor, Walker House, Exchange Flags, Liverpool
L2 3YL

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Award-Winning Financial Advice in Liverpool

As your local financial advisers in Liverpool, our experienced team will spend time
finding out about you and your financial priorities. Once we understand what you want
to achieve, we’ll then work together with you to develop a long-term financial plan
that’s tailored to your specific needs.

Whether you are looking to retire, make your money work harder, invest profits from your
business in a tax efficient way or ensure your wealth is transferred effectively to future
generations – we can help.

Expert Investment Planning Advice

Our experienced financial planners in Liverpool have access to a range of individual funds and
risk-rated Portfolios to help spread your investments across a wide range of asset types
and countries.

Whether you are looking to invest for income, growth or a combination of the two, we
can provide the quality advice, comprehensive investment solutions and ongoing
service to help you achieve your financial goals.

Trusted Retirement Planning Advice

On average we are all living longer and transitioning from work into retirement with
expectations of flexibility and choice. Therefore, the need for professional financial
advice and planning is essential. Our Liverpool financial advisers can help you build
your retirement wealth, draw from it tax efficiently so it lasts to later life, and then pass it
on to the next generation.

Professional Inheritance Tax Advice

Once considered a tax on the truly affluent, Inheritance Tax now affects more families
than ever before. Like most people, you probably wish to pass on your wealth upon
your death. But protecting your assets, and ensuring your legacy gets to the right
people at the right time, can be an onerous task – from ensuring your intentions are
clearly documented and you are making the most of gift allowances, to identifying
legitimate ways to mitigate inheritance tax.

Our team of expert financial advisers in Liverpool can guide you through the estate
planning maze and make sure your wishes for sharing your wealth are met.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.

Book a no obligation initial consultation

Call 0151 459 7019 or complete our form for a call back

What are your future goals?

Here are some of the questions our financial advisers can help you answer:

  • Will I be able to achieve my financial objectives?
  • Can I improve my retirement income?
  • Could my retirement arrangements work any harder?
  • Can I make my financial affairs more tax efficient?
  • How do I maximise my wealth?
  • Are my family and I fully protected in the event of death, disability or illness?
  • Will I be able to fund my children’s education costs?
  • Could my mortgage* rate be more competitive?
  • What are my inheritance tax liabilities?
  • How do I cover the costs of care home fees?

Mapping Out Your Financial Journey

As a Senior Partner Practice of St. James’s Place, one of the UKs largest Wealth Management companies, we can help you map out your financial journey. We focus on three key phases of planning, designing and reviewing to help turn your goals into reality.

Liverpool Office

5th Floor, Walker House, Exchange Flags, Liverpool
L2 3YL

Get Directions
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