O’Loughlin & Co Financial Planning
11a Allerton Road, Merseyside L18 1LG, United Kingdom
About the Business
Welcome to O’Loughlin & Co Financial Planning – an established financial institution located at the heart of Liverpool, United Kingdom. Our institution offers a range of finance-related services to help clients achieve their financial goals and secure their futures.
At O’Loughlin & Co Financial Planning, we prioritize meeting the unique needs of our clients. We understand that every individual has their specific financial situation and goals, and we strive to provide tailor-made solutions that suit their needs. Our team of seasoned financial advisors has years of experience in finance-related matters and stays updated on the latest market developments to provide the best possible guidance.
Our comprehensive suite of services includes investment planning, retirement planning, debt management, and tax planning, among others. We strive to make complicated financial matters simple, ensuring that each of our clients understands their options and the path they are taking. We work with clients to help them develop and implement financial plans that meet their needs both now and in the future.
Located on Allerton Road, we are accessible to anyone in or around the Liverpool area. At O’Loughlin & Co Financial Planning, our institution is not only a place to get reliable financial advice but also a point of interest for anyone interested in understanding finance matters better. You can count on our commitment to continually provide top-notch financial advice, easy-to-understand financial planning options, and exemplary customer service.
Contact us today to schedule a consultation with one of our financial planners to learn how we can help you achieve your financial goals.
Photos
Contacts
11a Allerton Rd, Liverpool L18 1LG, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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!"
"We have been very impressed with this company since we were introduced 4 or 5 years ago. They provide a really professional yet very personal service, with solid advice on all aspects of financial management. Investments have performed exceptionally well and we are more than happy to recommend them. The team are very responsive and nothing is too much trouble."
"I contacted O’Loughlin&Co as I had a received an Inheritance. Trevor walked me through the Investing process as I was new to all this, explaining potential risks, how to spread my money in a portfolio and making sure it suited my personal circumstances to invest my lump sum. Overall the experience was a good one and I would recommend. No jargon and came across honest & trustworthy"
"Excellent professional service from start to finish. Trevor helped me with my pension transfer, & explained things in a way that was easy to understand & kept me up to date with progress. I have no hesitation in recommending Trevor personally & O'Loughlin & Co."
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