The Financial Planning Centre Ltd

Name: The Financial Planning Centre Ltd
Address: Morley, England, LS27 8QL, GB
Telephone: 0113 270 8660
Price range: $$$
Rating: 5

Trusted pension and investment guidance in Morley

5(5 reviews)

financial-advising

$$$

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About

The Financial Planning Centre Ltd in Morley provides professional finance consultancy focused on pensions, investments, and retirement planning. Clients praise adviser John Liddle for transparent, unbiased guidance, keeping them informed and supported with a friendly, reliable approach. The service includes pension consolidation, careful risk discussion, and ongoing reviews that aim to grow pension pots and protect clients’ well-being.

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Location

City Mills Business Centre, Peel Street, Morley Offices FF04/05, Morley, Leeds LS27 8QL, UK

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Information

Morley, England, LS27 8QL

0113 270 8660 www.thefpc.net/

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Services

Pension Planning

Comprehensive advice on pension options, consolidation, and retirement strategies tailored to your goals.

Investment Management

Personalized investment portfolio management with regular reviews to optimize growth and manage risk.

Retirement Solutions

Guidance on retirement income, tax-efficient planning, and long-term financial security.

Financial Consultation

One-on-one consultations to assess financial needs, provide unbiased advice, and develop customized plans.

Ongoing Support

Continuous monitoring, updates, and assistance with forms and questions to ensure client peace of mind.

5.00 · 5 reviews

Overall rating

Glen Williams

via Google

· 1 year ago

John has been out financial adviser for a few years now. He has always given us the best possible advice and kept us informed on the growth of our pension pots. I can highly recommend him for his knowledge of investments. Our pensions have grown beyond what we expected. John reassured us when the markets were bad (like in COVID) and his recommendations proved correct. Always friendly and helpful, never missed an appointment and always available when a question arises. We couldn't ask for a better service.

Epic Legacies

via Google

· 1 year ago

I had several pensions from previous employments that I wanted to consolidate into one scheme, if it was going to prove beneficial. John Liddle came to see me. He took time to find out exactly what I wanted to achieve and later returned with a solution, which I felt was perfect for my needs in later life. I, of course signed up. I would have no hesitation in recommending this young man, whose easy going manner, and knowledge of financial services was excellent. Many thanks for your assistance John.

Jon Kaye

via Google

· 1 year ago

I originally got in touch with John Liddle to discuss my financial affairs when I was due to retire. He explained clearly and concisely the options available and between us we were able to agree on the best course of action to follow, taking into consideration the degree of risk I was prepared to take with my investments. We meet on a regular basis to discuss my needs, how both my and investments in general are fairing and if we need to change anything. He is always cheerful and genuinely concerned about my family's well-being. His advice is unbiased and truthful. I would recommend John to anyone who wishes to discuss any matter of financial concern.

Michael Heaton

via Google

· 1 year ago

I can highly recommend FPC Leeds regarding your pension matters. It is a difficult decision to trust someone with financial matters, but I have always felt in the safest of hands with John. From day one he has been very professional, knowledgeable and polite. He has provided a transparent service throughout. The help is second to none when it concerns filling out forms, answering questions and acting on requests.

John Jefferson

via Google

· 1 year ago

In mid 2024, ahead of his retirement in 2025, my brother asked if I would assist him to negotiate his way through the potential minefield of pension planning. After looking at several advisers, John Liddle was strongly recommended to us. John has, from our initial meeting to our most recent contact, been friendly, professional and knowledgeable. He immediately came across as someone we could both trust and has always had my brother’s situation and concerns at the forefront of his discussions. Although it is early days, we have both been very happy with the service John is providing, keeping us both informed where necessary. Obviously, we are still in the preliminary stages but are looking forward to John continuing to manage the ongoing investments and pension with the efficiency and concern he has already displayed.

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