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O’Loughlin & Co Financial Planning
Des conseils financiers d'expert avec une touche personnelle.
5
Business
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Des conseils financiers d'expert avec une touche personnelle.
O’Loughlin & Co Financial Planning à Liverpool propose des services de conseil financier exceptionnels, adaptés aux besoins individuels. Dirigé par Trevor O'Loughlin et son équipe d'experts, ils offrent une gestion financière professionnelle, y compris la planification de la retraite et de la succession, veillant à ce que les clients se sentent informés et en sécurité dans leurs décisions financières. Avec un engagement envers l'excellence et une approche conviviale, O’Loughlin & Co a gagné une réputation exceptionnelle auprès de ses clients, comme en témoignent leurs avis 5 étoiles. Le cabinet privilégie la réactivité et un accompagnement personnalisé, rendant les questions financières complexes simples et gérables.
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Des stratégies sur mesure pour la gestion de la retraite et la planification des revenus afin d'assurer une retraite confortable.
Une supervision professionnelle des investissements avec des mises à jour régulières et des évaluations de performance pour optimiser la croissance.
Des conseils sur le transfert de patrimoine et la gestion du patrimoine afin de sécuriser votre héritage financier pour les générations futures.
Des consultations personnalisées pour répondre à vos objectifs financiers, avec des explications claires et sans pression commerciale.
Des conseils d'expert sur les options de retraite et leur optimisation pour une sécurité financière à long terme.
Note globale
Sue Diver
We were introduced to Trevor and his team by friends who he has been working with for years, and we can now see why they were so enthusiastic about him. We can't speak highly enough of the professionalism with a personal / friendly touch we receive on all aspects of our financial management. We too are more than happy to recommend them all, their responsiveness and care they take is exemplary.
Janet Stokes
Having just taken early retirement I was very anxious as to who could help giving me advice. I spoke to two friends in the same situation and both said “see a financial adviser”. I did my homework and the company that stood out was O’Loughlin & Co. I called and spoke to a Richard Harris, who came to do an initial free home visit with myself and my husband. We immediately were both impressed with how knowledgeable he was, how he put us at ease with no hard sell. Decisions were left to us with Richard advising us of the options. In all in the last few weeks he has done three home visits and moving forward we have been advised we will have regular contact through the company. A1 company, professional and nothing too much trouble.
Joe Donnelly
I have known our financial advisor Trevor O'Loughlin for nearly 3 years. We retired 2 years ago and Trevor has overseen and organised all mine and my wife's Investments since then. He is very a professional and organised person and always keeps us informed on how our investments are performing. We have regular meeting with him throughout the year meeting every 3 months. Trevors team are also amazing nothing is ever to much trouble and they deal with all our enquiries with the utmost professionalism and in a timely manor. I would highly recommend Trevor and his team. Thanks Joe & Jen
KB atgmail
Referred to Trevor by a colleague some years back. Met with Trevor and was impressed with his knowledge and experience. Not looked back since! Really pleased, excellent service, friendly and professional with regular updates and advice. Highly recommended.
Claire Portis
Trevor has been helping me and my husband with financial planning and management for the last few years, specifically with my pension and legacy planning. Trevor is not only a highly professional and knowledgable financial expert he is easy to talk to and will explain everything clearly and in as much detail as is needed. More recently I have been exploring other areas of financial planning and Trevor makes the whole process simple and straight forward. If you are looking to get some advice and guidance with your financial affairs , I can highly recommend O’Loughlin & Co Financial Planning.
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