Money Tools Financial Planning

Independent Financial Adviser Apartment 3, 8 Livingston Avenue, Merseyside, Liverpool, L17 4JA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
Your first step towards being financially well organised, is one click away.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • 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
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • 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
    • Sharia finance
    • Long term care
Meet our advisers
Paul Clarke BA (Econ)
Financial Planner / Investment Manager
Where to find us

Apartment 3, 8 Livingston Avenue, Merseyside, Liverpool, L17 4JA

Make an enquiry
About us

Money tools, your trusted financial adviser for people who want to make wise decisions about their money. Paul Clarke, IFA and founder , adopts a refreshing approach to financial advice and planning, creating an open and honest long term relationship with clients. All advice is objective, well researched and specific to your needs and priorities. Initial consultations are at our expense and without obligation.

Our services

We make the complex simple, through total client care. We value people by a lot more than the size of their portfolio.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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