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Birkenhead
We offer a full estate planning service that includes, Wills, Will trusts, Lifetime trusts (discretionary and interest in possession), Lasting Powers of Attorney - Health/Welfare and Property/Financial. Probate services. Document storage. All of our prices quoted on our website include face to face meetings and attestation services to make sure your Will is signed and executed correctly.
Birkenhead
We help down to earth people confidently make the decisions they need to achieve their financial goals. Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future. We offer straightforward, no nonsense financial planning and wealth management. Approachable and down to earth we see no conversation, plan, product or service as too big or too small.
Birkenhead
I am a qualified Chartered Accountant and a Chartered Financial Analyst with about 10 years of professional experience in the field of accounting, finance, taxation and Investments.
Birkenhead
We provide advanced, tailored, innovative and effective holistic financial planning solutions to all generations. We add value to our client experience not only by delivering trusted, reliable and honest advice but transparent pricing also. Our range of seamless solutions are supported by sophisticated personal service, and a relationship that evolves organically over time. Your personal financial adviser can accommodate both your personal and business needs with the highest level of attention and expertise.
Veronica Mulrooney
I recently visited the offices of Prosperity for a meeting with Emma. I remember the atmosphere being really friendly and the environment modern.I would recommend Prosperity, Emma in particular, because she helped me ‘know my numbers’ in terms of how much risk I need to take with my capital to achieve the income I needed to ensure I didn’t run out of money, now or in the future.Emma was really helpful and careful to ensure I fully understood the features, benefits and risks of her recommendations, and I feel like I’m in a better informed position and a lot more confident in making financial decisions in the future.
Birkenhead
RSJ Financial Planning is an Independent Financial Adviser Practice specialising in Investment Advice. Our team has a shared aim - to provide tailored independent finanical advice on a wide range of solutions, combined with a high standard of service to help clients achieve their financial goals. Areas of expertise include Financial Planning & Wealth Management, Pension & Retirement Planning, Saving (ISA and General Investments), Inheritance Tax Planning, Capital Gains Tax Planning (CGT), Protection (Life, Income & Business)
Birkenhead
Emma Hughes
We had help with getting a remortgage and new mortgage with smith law & Shepherd. We dealt with john Carey Shields, he was always to hand to help with any queries or problems. We would recommend them 100% if anyone is going down the same path. Great reliable friendly service and tanks so much for all your help
