LightSide Financial Planning - Liverpool

LightSide Financial Planning is a financial consulting firm located in Liverpool, UK. Their office is situated at Studio 9, LightSide Financial Planning, Road Studios, 113 Liverpool Rd, Liverpool L23 5TD. You can reach them by phone at 1513720161 or visit their website at lightsidefp.co.uk for more information.

LightSide Financial Planning specializes in financial consulting, investment services, and pension offices. They provide expert guidance to help clients make informed decisions about their financial future. Their team of experienced professionals is dedicated to delivering personalized service and customized solutions to meet each client's unique needs.

One of the standout features of LightSide Financial Planning is their commitment to accessibility. Their office is wheelchair accessible, with wheelchair-accessible seating, parking, and washrooms available. They also require appointments, ensuring that clients receive the attention they deserve and that their needs are met in a timely and efficient manner.

LightSide Financial Planning has received rave reviews from clients, with a current average rating of 4.6/5 on Google My Business. Here are what some of their clients have to say:

Excellent service and very knowledgeable staff. Highly recommend.

I am very pleased with the service I have received from LightSide Financial Planning. They took the time to understand my needs and provided me with a customized solution that exceeded my expectations.

I have been working with LightSide Financial Planning for several years now, and I am consistently impressed with their expertise and professionalism. They have helped me achieve my financial goals and I couldn't be happier with the results.

If you're looking for a financial consulting firm that is dedicated to delivering personalized service and customized solutions, look no further than LightSide Financial Planning. Their team of experienced professionals is committed to helping you make informed decisions about your financial future. Don't hesitate to contact them today to schedule an appointment or learn more about their services. You can reach them by phone at 1513720161 or visit their website at lightsidefp.co.uk. Take the first step towards achieving your financial goals with LightSide Financial Planning.

Reviews of LightSide Financial Planning

David Hanmore-Thomas

5/5

I have reached the ripe old age of 55 with no idea of my pension provision at retirement. I spoke with Gary who has been absolutely amazing and he's not only given me some real sound advice, he's sorted all my pensions for me. A top class service from a really knowledgeable guy. He made it easy for me to understand, not using jargon, and I'm happy with my provision going forward. Thank you so much Gary, you were amazing, a credit to LightSide Financial Planning

stuart duckworth

5/5

Sean provided a superb level of expertise and understanding of our situation. He was friendly, polite and very professional. We will definitely be working with him again and passing the word to friends and family. Many thanks Sean and SMC!

Geoffrey Heyes

5/5

Absolute pleasure to deal with, first class advice, as dealt with my investments and pensions, constantly updating me and offering great advice, consequentially leading to a solution and plan I am delighted with. I cannot praise Sean and his team enough, and would have no doubt about recommending them.

Tom D

5/5

I received some great advice from Sean and the team at SMC regarding income protection insurance. They were informative and offered some real positive guidance with my financial enquiries. Highly recommended.

Lisa Zapata

5/5

I spoke to Barry Mitchel today and his advice was so helpful, he answered all of my questions and was very understanding and professional.

With the information provided I finished the call knowing how to address the matters discussed. Thank you!

Ann Jones

5/5

Highly professional, fantastically knowledgeable, I would highly recommend and trust Sean and the team for pension and any other financial advice you may need.

Bill Hughes Photo

5/5

Great advice and available options explained clearly. Thoroughly recommend SMC for practical and real world planning!

Adam Pugh

1/5