Assured Wealth and Estate Planning Limited is as appointed representative of LJ Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. 582900. We are authorized in the UK as a fully independent advisor company.

To get started, call us on:

0151 601 5922

Get Started Now

Simply enter your details below and one of our professional advisors will contact you.

SPECIAL OFFERBook a FREE financial review before 30th April 2016 and any fees for work we undertake on your behalf will be reduced by 15%.

Why use the services of an independent adviser?

  • We are impartial and look at your financial situation in full detail.
  • We can produce a cash flow report showing you what your finances will look like when you reach 100. This empowers you to make those difficult financial decisions.
  • We will search the entire market to find you the most suitable investments, both onshore and offshore.
  • We help you to reduce tax.
  • We will develop an investment strategy suited to your goals and attitude to risk.
  • We are FEE based not commission sales, so we only recommend a product that aims to achieve your goals.
  • We can reduce paperwork and simplify your personal finances.
Find Out More Get Started Now

Why use the services of an independent adviser?

  • We are impartial and look at your financial situation in full detail.
  • We can produce a cash flow report showing you what your finances will look like when you reach 100. This empowers you to make those difficult financial decisions.
  • We will search the entire market to find you the most suitable investments, both onshore and offshore.
  • We help you to reduce tax.
  • We will develop an investment strategy suited to your goals and attitude to risk.
  • We are FEE based not commission sales, so we only recommend a product that aims to achieve your goals.
  • We can reduce paperwork and simplify your personal finances.
Find Out More Get Started Now

Get Started Now

Simply enter your details below and one of our professional advisors will contact you.

SPECIAL OFFERBook a FREE financial review before 30th April 2016 and any fees for work we undertake on your behalf will be reduced by 15%.

West Kirby Personal IFA

Why Choose us

Icon1

Investment portfolio review

Icon2

Cash flow modelling

Icon3

Fully Independent

Icon4

FCA regulated

Icon5

Financial planning

Icon6

Estate planning qualified

Icon7

Pension transfer specialists

Icon8

Occupational pension specialists

Icon9

All types of mortgages

Icon10

Care fee planning

Icon11

Low cost fees

Icon12

Corporate planning

Icon13

Wealth management

Icon14

Retirement planning

Icon15

Inheritance tax mitigation