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
16th September 2019
Our growth and reputation is as a result of recommendations from existing clients who comment on our approach
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Julia Brown
Chartered Financial Planner
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

Make an enquiry
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

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

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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