Catterall Keating Financial Planning Limited

Independent Financial Adviser  27 Rose Lane, Liverpool, Merseyside, L18 8AD
First meeting at adviser's own cost
Our growth and reputation is as a result of recommendations from existing clients who comment on our approach
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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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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Lump sum
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Regular savings
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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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Capital gains tax
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Estate planning
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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
7.1/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Julia Brown
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

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
About us

Catterall Keating - Chartered Financial Planners were awarded Chartered status by the CII (Chartered Insurance Institute) which demonstrates their commitment to providing the highest level of technical knowledge and ethical behaviour as Chartered Financial Planners. They 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

Where to find us
Head office address: 27 Rose Lane, Mossley Hill, Liverpool, Merseyside, L18 8AD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.1/10
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FCA authorised
Last authorised 19th October 2020

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