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Finance, mortgage & stocks near Kirkby, Knowsley

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Recommendations for Financial advisers, banks, mortgage & stock broker

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Postcode: M33


Straight forward people to deal with, simple honest advice in very turbulent times, they talk about investments and mortgages in layman's terms (i find this helpful) We get a monthly news letter keeping us informed on the markets etc. Will certainly continue to do business together in the future without any hesitation.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: CW4


Very helpful service which increased my father's retirement income from his pension. They described all the options available for purchasing a Pension Annuity and provided quotes from all the annuity providers. My father even got more money because of his health problems. What's more they did not charge a fee.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: WA7


Having used financial advisers in the past, I have always regarded them with a healthy level of scepticism. However, having recently required professional financial advice, I found this company has restored my faith in the profession. The adviser was down to earth, knowledgeable and practical. Full account was taken of my particular circumstances and my current and long-term requirements. I was given a full range of options with pro's and con's carefully discussed and then I was able to make an informed decision in my own time. There were no consultation fees for exploratory discussions, and on take-up of services, the range of fees were clearly listed. This gave me the option to choose from a menu of services and to pay in full for a one-off transaction, or annually for a fully or semi-managed service.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: M60


When using telephone banking, the staff know what they are talking about able to help 1st time. Very good response.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: SK8


Alex has been providing financial advice to my wife and I since the early 1990s. We find him to be honest, friendly and reliable and he comes to our home when required.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5

Postcode: SK15


We had another IFA whose advice was restricted to UK equities and he did not offer to review our investments regularly. We have switched to GJS and have been very happy with the service. The first meeting with Greg Starkey was to get to know us, our needs etc. He thoroughly researched our investments and has suggested diversification into Corporate bonds, Property funds, NS & I certificates etc. He will advise on almost any financial product: pensions, mortgages, insurance etc. His services can be by commission or fee (we chose the latter).


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5

Postcode: WA16


This IFA has moved to 'Sense' from 'Insync' due to problems with the old company. Karan is an extremely approachable person who takes all the time you need to understand financial matters relevant to you.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5

Postcode: FY5


Pension review carried out to an extremely high level of competency, knowledge of current & historical rules along with product trends & types was impressive. Very down to earth approach to explaining services and any reccomendations, made immediate impact on my personal pension provision by pointing out an admin. error on one policy - immediately contacted the company & set the wheels in motion for it to be corrected in my favour. I have no hesitation in reccomending this company.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: SK13


Susan is an excellent truly independent financial adviser (whole of market). She has helped us with all aspects of our finances, mortgage, pensions, savings etc. Most financial advisers advise you to move your mortgage or savings regularly and collect the commission but Susan is happy to say "don't make any changes" after a consultation even when that means she will get nothing. Finding Susan was a breath of fresh air!


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: SK15


Expert pension advice that provided options I was unaware of


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: PR8


Its a small and efficient financial advisor company and I feel they care about their clients


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5

Postcode: SK8


Chris offers a comprehensive service, he meets you at home at your own convenience, he is very experienced. He is an independent agent so will advise you without prejudice. he has organised my critical illness cover.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

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