J.A. Financial Planning Ltd
Merseyside, United Kingdom
About J.A. Financial Planning Ltd
Welcome to J.A. Financial Planning Ltd, your go-to establishment for comprehensive financial advice and wealth management services. Our offices are conveniently located on the 5th floor of Walker House, in the prestigious Exchange Flags area of Liverpool. We are proud to be a leading finance institution and a point of interest for individuals and businesses seeking guidance on their financial decisions.
At J.A. Financial Planning Ltd, our team of expert advisors are dedicated to helping you achieve your financial goals. Whether you are looking to invest for the future, save for retirement or protect your assets, we have the expertise and experience to guide you through the process. Our range of services includes investment management, pension advice, tax planning, estate planning, and protection advice.
As trusted financial advisors, we take the time to understand your individual needs and goals, and tailor our advice and recommendations accordingly. We believe in building long-term relationships with our clients, and we are committed to providing ongoing support, guidance and advice to help you stay on track.
Our offices are conveniently located in the heart of Liverpool, with easy access to public transport and parking. Our team is always available to answer any questions or concerns you may have about your financial future. So, why not make an appointment with us today and take the first step towards achieving your financial goals?
Photos of J.A. Financial Planning Ltd
5th Floor, Walker House Exchange Flags, Liverpool L2 3YL, United Kingdom
Opening hours of J.A. Financial Planning Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of J.A. Financial Planning Ltd
"Jak was recommended to me by another teacher and he has been absolutely brilliant, guiding and supporting me through every stage of the retirement process. He initially went through our finances and demonstrated that I would be able to retire when I hoped. He then took me through the whole process with home visits and online meetings. He was knowledgeable and professional throughout, I felt reassured and in ‘safe hands’. An excellent service, I wholeheartedly pass on the recommendation!"
"Jak expedited my teacher pension application so that I received my lump sum within a month of the application. I could not fault his professionalism and his clear explanation of the process. I was reassured every step of the way. I would highly recommend Jak for any financial advice."
"From our first meeting with Jak we have found him to be extremely professional and knowledgeable, offering us excellent advice and financial security for the future."
"My wife and I received excellent support from Jak throughout our retirement application process. His expertise in the field gave us a huge sense of reassurance. We had regular meetings with Jak but whenever we had further questions between these meetings he always responded promptly. We have therefore recommended him to a number of our colleagues who are also considering retirement."
"Jak has literally held my hand through the whole complicated process of taking early retirement. Could not have taken this big decision without his insightful and informative knowledge and experience. His financial forecast and financial planning have given me the confidence and reassurance I needed. I would not hesitate in highly recommending Jak and his team to anyone needing help with retirement, financial and investment planning for the future."
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