Steven Lavelle at St Pauls Financial Planning

Independent Financial Adviser  St Pauls Financial Planning, Liverpool, L23 6UX
First meeting at adviser's own cost
We are a fully Independent Firm. I advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry without a complaint, I offer a service that can be trusted.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Steve Lavelle
About us

We are a fully Independent, directly authorised by the FCAS and therefore not an appointed representative or a restricted advisory firm.

Our entire team is dedicated to helping you meet your financial objectives. That starts by identifying what you want to achieve, putting together a plan and then implementing it.

To get the best results for our clients we know they need to have complete confidence in us; for that to happen we need to be, among other things, approachable and friendly. Our clients tell us there are many reasons they chose to work with us, and continue to do so and these are but a few.

We work from our offices in Liverpool and Upholland. From these locations, we can provide financial planning and advice services to people across the North West including Liverpool and Manchester.

Our services

We specialise mainly in Retirement Planning, Pension switching and where suitable Final Salary Transfers can be facilitated.
We are not a Jack of all trades. If its retirement advice you are looking for I am confident we can help. If its something else... being honest there may be others who specialise in those areas more than us.

Where to find us
Head office address: St Pauls Financial Planning, Liverpool, L23 6UX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£10,000,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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