O’Loughlin & Co Financial Planning - Liverpool

O’Loughlin & Co Financial Planning is a highly regarded financial planning company located at Address: 11a Allerton Rd, Liverpool L18 1LG, United Kingdom. They can be reached at Phone: 1517331132.

With a focus on providing expert financial planning services, O’Loughlin & Co Financial Planning specializes in helping clients achieve their financial goals. Their team of professionals is dedicated to delivering personalized and innovative solutions to meet the unique needs of each client.

One of the key features of O’Loughlin & Co Financial Planning is their commitment to accessibility. They offer a wheelchair-accessible washroom, making it easier for clients with mobility challenges to visit their office. Additionally, they have a washroom on-site for the convenience of all clients.

According to opinions: on Google My Business, O’Loughlin & Co Financial Planning has an impressive average opinion of 4.8/5. This is based on a total of 17 reviews, which speaks to the high level of satisfaction among their clients.

Reviews of O’Loughlin & Co Financial Planning

Janet Stokes

5/5

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

5/5

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

5/5

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

5/5

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.

Mo Connelly-Webster

5/5

Trevor O’Loughlin is a trusted professional. He is always up to date with your particular circumstances, even if you make contact unexpectedly. He looks to do everything he can for you and, in my opinion and experience, goes above and beyond the call of duty. His advice is comprehensive and simultaneously tailored to your comfort of risk level. I recommend him to my children!

Jeff Boothe

5/5

I have found the advice and support provided by Trevor be top notch. His mixture of professional experience and personal impact has been great

Linda Lewis

5/5

I have dealt with Trevor for many years and he has become a trusted friend and adviser. Trevor is very genuine and professional in his approach and makes things clear and simple to understand. We have had a fabulous return on our investment I cannot recommend him highly enough.

Gaynor Evans

5/5

Trevor was an absolute Godsend when I contacted him for financial advice just over 3 years ago as he helped me negotiate what had been quite a complex journey into retirement,from the initial free but very comprehensive initial consultation about which way to go with my pension and other investments.He always explains things in simple language and keeps in regular contact.I would definitely recommend him,thank you Trevor