J.A. Financial Planning Ltd - Liverpool

J.A. Financial Planning Ltd is a renowned financial consultancy firm located at the heart of Liverpool, United Kingdom. With its office situated at the 5th Floor, Walker House Exchange Flags, Liverpool L2 3YL, this company is easily accessible and provides a convenient location for clients to discuss their financial needs. The company can be reached through their telephone number, 7444461209, or through their website, jafp.co.uk.

J.A. Financial Planning Ltd specializes in financial consultancy and business banking services. Their team of experienced financial consultants work closely with clients to provide tailored financial solutions that suit their unique needs. With their expertise in business banking services, the company has built a strong reputation for providing reliable and efficient financial services to businesses of all sizes.

One of the key features of J.A. Financial Planning Ltd is their commitment to providing excellent customer service. The company's washroom facilities are a testament to their attention to detail and their desire to ensure that clients are comfortable and well taken care of during their visit.

With 29 reviews on Google My Business, J.A. Financial Planning Ltd has received an average rating of 5/5 from satisfied clients. This is a clear indication of the company's commitment to providing high-quality financial services.

Reviews of J.A. Financial Planning Ltd

Rachel Brace

5/5

Jak was recommended to me by another teacher and he has been absolutely brilliant, guiding and supporting me through every stage of the retirement process. He initially went through our finances and demonstrated that I would be able to retire when I hoped. He then took me through the whole process with home visits and online meetings. He was knowledgeable and professional throughout, I felt reassured and in ‘safe hands’. An excellent service, I wholeheartedly pass on the recommendation!

Stuart Mansfield

5/5

As always Jak Ali has been excellent.He explains everything simply and clearly and outlines future plans to cover any issues that may occur.Jak is very professional but also makes you feel like you are the only person he is dealing with.He answers any doubts about the future honestly and gives you confidence in your financial situation.
Since I have semi retired ,Jak could not have been more helpful and I will strongly recommend him to anyone in need of financial advice.An excellent service which has made given me great security in my financial position.

Galina Paramei

5/5

I am very grateful for Jak Ali for always very competent, thorough and prompt advice relating to financial choice and details of my pension to be received when I retire soon.

Janet Mason

5/5

Excellent! Excellent meeting with Jak who was able to clearly discuss my financial options giving me clear, professional and honest advice. The information and advice provided was up to date and spot on for my situation. I also found Jak to be extremely professional at all times and easy to chat through financial issues highlighted by myself, as well as important factors I had not considered.
I would definitely recommend JA Financial Planning without reservation.

Ian Chambers

5/5

My wife and I received excellent support from Jak throughout our retirement application process. His expertise in the field gave us a huge sense of reassurance. We had regular meetings with Jak but whenever we had further questions between these meetings he always responded promptly. We have therefore recommended him to a number of our colleagues who are also considering retirement.

Janette Williams

5/5

Jak has literally held my hand through the whole complicated process of taking early retirement.
Could not have taken this big decision without his insightful and informative knowledge and experience. His financial forecast and financial planning have given me the confidence and reassurance I needed. I would not hesitate in highly recommending Jak and his team to anyone needing help with retirement, financial and investment planning for the future.

Stephen Reid

5/5

I'm always a bit wary of "Professionals" because I'm not sure how much it will cost me, but having gone on a call with Jak, I was so surprised at how good a person can be at their job. I told him my employer and he knew the pensions provider immediately, and the one we previously had off the top of his head, he guided me straight away through my own pension landing page (which I had never really explored) and got details of where my investments were going. I never knew I had control over these, and he could direct me with how to approach my pensions provider and improve my plan without getting lost, sidetracked, or palmed off in their world. And best of all, attending his talk, and all the personal advice hasn't cost me anything! It's only improved my pension. Succintly: J.A. Financial Planning were, professional, knowledgeable and experienced. They provided me with great advice, which helped me to get my pension growing larger and smarter 🙂 best professional ever, I highly recommend them.

Lisa Latham

5/5

Jak expedited my teacher pension application so that I received my lump sum within a month of the application. I could not fault his professionalism and his clear explanation of the process. I was reassured every step of the way. I would highly recommend Jak for any financial advice.