Markland Hill Wealth

Independent Financial Adviser  Suite 1GG, Burlington House, Crosby Road North, Liverpool, L22 0LG
First meeting at adviser's own cost
๐—”๐—น๐—น ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—œ๐—ป ๐—ข๐—ป๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ฐ๐—ฒ
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Wes Lockley
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Josh Brooks
Independent Financial Adviser
Cert CII (MP)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Mr Jon Naughton
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐— ๐—ฎ๐—ฟ๐—ธ๐—น๐—ฎ๐—ป๐—ฑ ๐—›๐—ถ๐—น๐—น ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต

Our aim is to help your finances perform the best they possibly can. Whether you are looking for your first mortgage, or planning your hard earned retirement we can help you plan for the best possible outcome.

Our financial planning is supported by the latest technology to ensure information is available to you when you need it, in the format you prefer. We also work with many financial research organisations who constantly keep ahead of world events, and assess trends going forward based on previous market behaviour.

๐—”๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—ณ๐—ฟ๐—ผ๐—บ ๐— ๐—ฎ๐—ฟ๐—ธ๐—น๐—ฎ๐—ป๐—ฑ ๐—›๐—ถ๐—น๐—น ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ถ๐˜€ ๐˜‚๐—ป๐—ถ๐—พ๐˜‚๐—ฒ.

Our Advisers have vast experience of both the financial services industry and the world of commerce.

We know what our clients want because we have been clients. Weโ€™ve seen what outperforming the markets can mean to people who lead real lives in the UK today.

Come on the journey with us and letโ€™s make your finances work as hard as possible, together.

You as our client, us as your coach.

We look forward to working for you.

Our services

๐— ๐—ถ๐—ป๐—ถ๐—บ๐—ถ๐˜€๐—ฒ ๐˜๐—ต๐—ฒ ๐˜€๐˜๐—ฟ๐—ฒ๐˜€๐˜€

Long-term savings can be affected by financial market cycles and time in the market can be key if you make strong decisions and regularly review your strategy.

At Markland Hill Wealth we will be here for the long haul as your partner, constantly having an eye on markets with your portfolio in mind.

Our constant monitoring of the investment market means that we can inform you of both long and short-term fluctuations with the aim of helping you make better-informed decisions.

To gain an edge in retirement planning we will help you work out a bespoke strategy, keep fees within a sensible range and make sure you always have options to react to market events and personal circumstances.

Where to find us
Head office address: Suite 1GG, Burlington House, Crosby Road North, Waterloo, Liverpool, L22 0LG
Service coverage
Preferred clients
Minimum wealth (income/assets)
ยฃ51,000
Minimum pension value
ยฃ51,000
Minimum mortgage value
ยฃ51,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Markland Hill Wealth is a trading style of UK Investment Solutions Ltd (no 09305214). UK Investment Solutions Ltd is authorised and regulated by the Financial Conduct Authority (reference 830162). Any marketing material, including our website, is for information purposes only and cannot be relied upon as constituting financial advice.
Please contact us for a holistic advice review.

Response rating
9.4/10
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FCA authorised
Last authorised 27th June 2022

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