Chris Lunt IFA Limited

Independent Financial Adviser 4 Tree View Court,, Maghull,, Liverpool,, L31 3HF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
"UK Top 250 Rated Adviser Award 2016" & "Top Rated adviser in <phone number hidden>" awarded from <url hidden> for client testimonials
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Building your home
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
Meet our advisers
Chris Lunt DipPFS CertMP DipPFS
Independent Financial Adviser
Sharon Rout DipFA BA(Oxon)
IFA
What our clients say
Chris was recommended to me by a colleague when I was looking for income protection and as he offers a free, no obligation independent financial review, I thought why not! He arrived at the appointment which was booked to suit me in my home and proceeded to talk in plain English, no jargon! Not only did he sort out my income protection, he managed to get my home insurance reduced by £50 a month! The advice he gave me and hints and tips about planning for the future were invaluable and I would have no hesitation calling him when my financial position changes to seek his advice. Overall, very polite and professional and totally genuine, he has your best interests at heart.
Mrs L Wainwright, Netherton
I always thought that financial advisors were only for people with lots of money, however, my sister had used Chris and advised me that he was able to assist in securing cheaper quotes for insurances. As I felt that I was fully insured, I did not feel that a consultation was required, but as Chris was flexible about his time and visited us at home, I agreed to meet with him. I have to say that this was one of the best decisions I have ever made. Chris came well prepared for our discussions and was also able to access information online straight away. He identified that I was wholly underinsured if I was to become sick and incapable of meeting my financial commitments, and secured me appropriate cover at a reasonable price. We have since met with Chris for a review and received better cover from a new provider. I am so impressed with the individual, independent service that he has provided us; I have recommended him to a number of family members, friends and colleagues.
Mrs S Greenhalgh, Tranmere
Can I please take this opportunity to thank you for the sterling advice, support and action as our Independent Financial Advisor over the last couple of years. Kath and I have always found you very obliging in assisting in managing and undertaking of our financial affairs. This is always carried out to the highest professional standard and will be looking to continuing this association hopefully long into the future. May I also pass on the thanks of our daughter, Hannah, who has benefitted from your financial expertise in setting up in her new home – again another satisfied client.
Mr J Pilkington, Wigan
Where to find us

4 Tree View Court,, Maghull,, Liverpool,, L31 3HF

Make an enquiry
About us

I started work at Royal & Sun Alliance and progressed through my financial adviser exams whilst there, my last role was a manager looking after a new business team for Phoenix.

In 2009, I started as an independent financial adviser and had 5 successful years there, I serviced £3,000,000 of my clients investments through my honest and ethical financial advice that I provide. I left this firm to set up my own company Chris Lunt IFA Ltd, we now look after over £18,000,000 of pensions and investments for our clients.

I am a member of the Chartered Insurance Institute and the Personal Finance Society to demonstrate my professional and ethical standards.

Customer reviews currently 4.9 out of 5.0 on the independent review site <url hidden> with over 75 client reviews.

Chris has received "UK Top 250 Rated Adviser Award 2016" by independent client feedback website <url hidden>.

Chris has also been voted as a “Top Rated Independent Financial Adviser in 2014 & 2015” in the UK by his clients through <url hidden>, was featured in the Times newspaper. For further information please visit: <url hidden>

Our services

We have an excellent team at Chris Lunt IFA Limited and have won several client awards over the last couple of years through independent review ratings websites including UK Top 250 Rated IFA's in 2016 as seen in the Daily Mail.

We are based in Maghull, Liverpool by Maghull train station.

We offer a free and under no obligation initial independent financial review and quotation service from the whole of the marketplace to find you the most suitable deal on all of your insurances, finances & investments!

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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