About St Pauls financial planning ltd

We are a fully Independent Firm of Financial Advisers. 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 are fully Independent, 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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group protection

  • :
  • Long term care

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