J.A. Financial Planning Ltd
37 Reviews
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
About the Business
J.A. Financial Planning Ltd | Financial Adviser | Liverpool | J.A. Financial Planning are committed to building and sustaining long-term client relationships extending generations. Our aim is to ensure you have financial peace of mind for you and your family ...
Contacts
Website
Call Us
+447444461209
5th Floor, Walker House Exchange Flags, Liverpool L2 3YL
Hours
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
Features
- Toilets
Recommended Reviews
Angela Morrison
15.03.2024
J.A. Financial Planning Ltd
From our first meeting with Jak we have found him to be extremely professional and knowledgeable, offering us excellent advice and financial security for the future.
Lisa Latham
14.03.2024
J.A. Financial Planning Ltd
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.
Stephen Reid
01.02.2024
J.A. Financial Planning Ltd
I'm always a bit wary of Professionals" because I'm not sure how much it will cost me
Ian Chambers
27.01.2024
J.A. Financial Planning Ltd
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.
Janet Mason
26.01.2024
J.A. Financial Planning Ltd
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.
Stuart Mansfield
05.01.2024
J.A. Financial Planning Ltd
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.
Claudio Vinaccia
05.01.2024
J.A. Financial Planning Ltd
Reinforced data I knew and made me look at all the different options for my retirement decisions.
Rachel Brace
28.12.2023
J.A. Financial Planning Ltd
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!
Janette Williams
20.12.2023
J.A. Financial Planning Ltd
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.
Carla van Putten
19.12.2023
J.A. Financial Planning Ltd
Found the experience, very helpful and friendly. Jak put me intouch with other professionals to help me find my way through what I thought would be a daunting minefield. This was done swiftly and with ease. No question I had was too trivial, and I understood what was happening along the way. With reassurances I could check at any point. Thank you
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5th Floor, Walker House Exchange Flags, Liverpool L2 3YL
J.A. Financial Planning Ltd