Catterall Keating Financial Planning Limited

Independent Financial Adviser 27 Rose Lane, Mossley Hill, Liverpool, Merseyside, L18 8AD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
Our growth and reputation is as a result of recommendations from existing clients who comment on our approach being practical
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Long term care
Meet our advisers
Julia Brown
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I was recommended to Catterall Keating by a family member as I was concerned that I had no income protection cover in place and did not have this benefit with my employer. I now feel relieved that as a father of three young children this area of advice has been addressed and put in to place. Thanks to Julia
John Edwards, Northwich
Prior to my wedding I asked Julia to review my pensions & life insurance. I was so pleased with her recommendations and the money saved in relation to my life cover that I recommended my mum, dad and sister to her for a financial review
Lucy Ellen Jeffs, Rudheath
I approached Julia to review my employers pension scheme as I had read a lot about work place pensions. I now understand how my pension works and feel comfortable about my plans for income in retirement
Gary John Birkenhead, Weaverham
Catterall Keating Financial Planning Limited reviewed my pension options, life assurance and investments when I took early retirement. I was impressed with their level of service and professionalism
Neil Johnson, Liverpool
Where to find us

27 Rose Lane, Mossley Hill, Liverpool, Merseyside, L18 8AD

Contact us
About us

Catterall Keating Financial Planning Limited is an Independent Financial Advising Company who are directly authorised by the Financial Conduct Authority (FCA). The Company has two Directors, Karen Catterall and Julia Brown. Karen joined the industry on 8 November 1982. Julia joined the industry on 1 July 1992. Karen is responsible for the Compliance and Operations area of the business. Julia is a Chartered Financial Planner. Karen and Julia have worked together since December 2008.

Our services

We specialise in Retirement Planning, Savings and Investments, Protection, Estate Planning. We offer a whole of market service

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Authorised and Regulated by the Financial Conduct Authority - 625059

Registered in England and Wales - 09010613

Registered Office - Enterprise Greenhouse Salisbury Street St Helens WA10 1FY

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