Loading...

Please wait ...

Find a Financial Planner in Liverpool

Where do you need Financial Planners?

Go
BBC
Daily Mail
The Guardian
Harpers Bazaar
Cosmopolitan

Need to find a Financial Planner in Liverpool?

We’ll connect you with the best Financial Planners in Liverpool in minutes. Start your search and get free quotes today! 

Whether you’re looking for quotes or you’re ready to hire, or if you’d like to speak with some Liverpool-based Financial Planners, we can help.

First time looking for a Financial Planner and not sure where to start? Let us do the legwork for you. Tell us about your project and we’ll send you a list of Financial Planners in Liverpool to review.  

There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision.

Best of all - it’s completely free!

1

Tell us what you need

We’ll help you find Financial Planners in Liverpool. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.

2

Receive Free Quotes

You’ll receive free quotes from professionals in Liverpool and get quick notifications via our website or app. We make sure we do the leg work for you!

3

Choose your Financial Planner

Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Planners, you can be confident with your choice.

Francine Taylor Business Coaching & Consultancy profile image
F

Francine Taylor Business Coaching & Consultancy

‘20 Certificate of Excellence

Over 14 year’s experience working as a Business Advisor, Coach and Consultant helping over 1000+ SME's with varying backgrounds to successfully start, grow and sustain their business. (Please see both photos and reviews section for customer testimonials) Some of the industries I have helped start up and grow include recruitment agencies, accountancy/ legal firms, coffee shops/ restaurants, marketing/ advertising agencies, freelance consultants, cleaning businesses, healthcare businesses, hair and dog grooming salons and much more. (See photos section for customer reviews). All business support services are tailored and bespoke to individual customer needs. Some of the main business support services I provide include: • Business Plan Writing Services - For a wide variety of businesses/industries to help businesses grow or access loans. The service provides a comprehensive bespoke business plan on all aspects of the business to assess the viability and sustainability of the business. • Business Advice & Guidance - On a wide range of business areas including; help with how to start a business, grow and develop a business, marketing strategy, social media strategy, financial analysis/ cash flow forecasts and much more. This is useful for those burning business questions that you want answers to. • Financial Planning Services – Financial Planning Services – This service maps out your financial forecasts and profit and loss for new and existing businesses to assess viability and sustainability. Typical services include helping you to map out: [1] Business Development Costs [2] A (12 or 24) month Cash Flow Forecast [3] A (1 - 2 Year) Profit & Loss Account. For existing businesses, financial appraisals are also available to analyse how your business can be more profitable and efficient for the future. • Business Coach/ Accountability Partner – This service is ideal to make you get things done. If you struggle to achieve your business goals faster than you would like and are needing to find the motivation to do so, then a business coach accountability partner is the service you need. • Business Health Checks - This service helps you to see how your existing business model can improved in terms of profitability, efficiency and effectiveness. Ideal for those wanting to grow their existing business; whether it be to increase your turnover, expand your services or make your current operations leaner. • Strategic Marketing Plan Services – This service helps you map out a bespoke marketing plan and strategy specifically for your area of business. This strategy will give you the tools to maximise your business potential. Please see services section for more info.

View Profile

Hear from
a professional

What do you love most about your job?

To date I have assisted over 600+ businesses at both start-up and grow stages, providing each client with tailored support to their identified business needs. What I love most about my job is the variety of different businesses I get the opportunity to support, along with seeing people's ideas come to fruition and businesses succeed with a helping hand from myself.
I am extremely passionate about helping people be the best they can be, empowering them to achieve their business aspirations and goals. In 2008, I graduated from LJMU with a 1st class degree in Business Management and now have over 10 year’s experience working within the enterprise sector.
My role involves providing business support, advice and guidance to both new and established SME's, helping them to successfully start or grow their enterprise and achieve growth ambitions.

What inspired you to start your own business?

I have always had a passion for business. Helping both new businesses, and established businesses succeed in whatever their growth ambitions maybe is very rewarding for me to play a part in.
My passion for business began embarking on my degree in Business. I realised business was something I thoroughly enjoyed and was good at, having achieved a first class degree and a business background. I then ventured into working in business banking and the business advice sector for over 10 years and have never looked back. I was inspired to utilise my skills, knowledge, experience and be of service to others to help them succeed in their business goals and ambitions.

Why should our clients choose you?

I have the credentials, skills, knowledge and experience to help both start ups and existing businesses succeed. See client reviews in photos section.
Other reasons:
• Qualified SFEDI business advisor
• First Class Degree in Business Management
• Assisted over 600+ businesses to start and grow
• Over 10 year’s experience working in the enterprise sector

Read More

Reviews

4.89/5.00

based on 1,590 reviews

The average rating for Bark Financial Planners in Liverpool is 4.89, based on 1,590 reviews.

Get quotes from Financial Planners in Liverpool