Steven Lavelle at St Pauls Financial Planning

Independent Financial Adviser  St Pauls Financial Planning, Liverpool, L23 6UX
First meeting at adviser's own cost
We are a fully Independent Firm. We advise mainly on giving Retirement Advice, Pension Transfers also being able to facilitate Final Salary Transfers. With over 30 years in the industry we offer a service that can be trusted.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
SIPPs
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
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
MR Steve Lavelle
About us

We are a fully Independent firm of Financial Advisers, directly authorised by the FCA and therefore not an appointed representative or a restricted advisory firm.

Our entire team is dedicated to helping you meet your financial objectives. That starts by identifying what you want to achieve, putting together a plan and then implementing it.

To get the best results for our clients we know they need to have complete confidence in us; for that to happen we need to be, among other things, approachable and friendly. Our clients tell us there are many reasons they chose to work with us, and continue to do so and these are but a few.

We work from our offices in Liverpool and Upholland. From these locations, we can provide financial planning and advice services to people across the North West including Liverpool and Manchester.

Our services

We specialise mainly in Retirement Planning, Pension switching and where suitable Final Salary Transfers can be facilitated.
We are not a Jack of all trades. If its retirement advice you are looking for I am confident we can help.

Where to find us
Head office address: St Pauls Financial Planning, Liverpool, L23 6UX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£51,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Restricted - whole of market 2.97 mi
I specialise in open and honest advice. Ensuring your needs are the most important detail.
 
Independent Financial Adviser 3.07 mi
For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
 
Independent Financial Adviser 4.3 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 5.62 mi
🎗2021 North West Advisor Firm of the Year 🎗2020 The Times Vouched For Top 100 Firm 🎗2020 NMA Top 100 Firm 🎗2020 LW Financial Planning Firm Of The Year Becketts FS is a multi-award winning Chartered Financial Planning Practice based on the Fylde Coast