Smith, Law & Shepherds IFA

Independent Financial Adviser  Suite 1GG Burlington House, Liverpool, Merseyside, L22 0LG
First meeting at adviser's own cost
Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Estate planning
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.7/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Chris Dwyer
Managing Director

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

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

Covering the whole of the North West and beyond, we offer face to face and telephone advice to suit your requirements.

Our services

Building long lasting relationships with our clients, always putting them first.

Where to find us
Head office address: Suite 1GG Burlington House, Crosby Road North, Liverpool, Merseyside, L22 0LG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.7/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.23 mi
We are a team of friendly and trusted financial advisers with many years experience of providing independent advice.
 
Independent Financial Adviser 0.31 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 4.32 mi
We are Financial Planners and Final Salary pension experts based in Rossendale, specialising in helping people achieve their retirement aspirations.
 
Independent Financial Adviser 5.89 mi