Business Details
Your Trusted Financial Planning Partner in Liverpool
O'Loughlin & Co Financial Planning & Co Financial Planning is a Chartered Associate Financial Planning Practice with over two decades of experience delivering tailored financial solutions. Our expertise spans pre- and post-retirement strategies, pension reviews, inheritance tax planning, and investment portfolio management, underpinned by SOLLA certification. We prioritise long-term client relationships, offering bespoke advice aligned with individual financial goals while maintaining the highest professional standards. Our Liverpool-based practice, supported by a Canary Wharf office, serves clients nationwide with a commitment to transparency and actionable guidance.We specialise in simplifying complex financial decisions, ensuring clients maximise wealth preservation and tax efficiency across generations. Our holistic approach addresses wealth building, protection, and intergenerational transfer, reflecting our dedication to client-centric service. As part of the St. James's Place Partnership, we combine local expertise with access to industry-leading resources while maintaining independent, personalised advisory services.
Services
Investment Management
Retirement Planning
Pension Reviews
Inheritance Tax Advice
Wealth Protection
Intergenerational Planning
Corporate Financial Services
Mortgage Solutions
Highlights and features
- We offer 20+ years of specialist financial planning experience
- Our advice is independently certified by SOLLA standards
- We maintain long-term client relationships with bespoke solutions
- Our team holds Chartered Institute for Securities & Investment accreditation
- We operate dual offices in Liverpool and Canary Wharf for nationwide coverage
Associations and certifications
- Chartered Institute for Securities & Investment
- SOLLA Certified
What people say
Expert retirement planning
Clear communication
Long-term commitment
Tax-efficient solutions
Professional service
Services
Investment Management
Our investment management service creates customised portfolios aligned with your risk profile and financial objectives. We specialise in tax-efficient strategies that adapt to changing market conditions and personal circumstances. With access to St. James's Place's comprehensive fund range, we deliver diversified solutions designed to grow and protect your capital over the long term.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax implications. Our approach integrates pension reviews, income projections, and tax mitigation strategies to ensure financial security throughout retirement. We specialise in navigating complex pension regulations to maximise your retirement income potential.
Inheritance Tax Advice
Our specialist inheritance tax service identifies legitimate tax reduction opportunities while preserving family wealth. We implement strategies including trust structures, gifting programmes, and charitable donations to minimise tax liabilities. Our advice ensures smooth intergenerational wealth transfer while maintaining your financial objectives.
Wealth Protection
We assess potential financial risks to your wealth and implement protective measures through appropriate insurance solutions. Our protection planning covers life assurance, critical illness cover, and income protection tailored to your personal and business needs. This ensures your family's financial security against unforeseen circumstances.
Intergenerational Planning
Our intergenerational wealth service creates structured plans for transferring assets across generations. We combine tax-efficient strategies with family governance frameworks to preserve wealth and values. This includes education funding, trust establishment, and succession planning for family businesses and property portfolios.
Questions
What areas do you cover?
We operate from Liverpool and Canary Wharf offices, serving clients nationwide across the UK with tailored financial planning services.
Are you regulated by the FCA?
As a Partner Practice of St. James's Place Wealth Management, we operate under FCA authorisation and regulation for wealth management products.
How do you charge for advice?
Our charging structure varies by service - please contact us directly for a transparent breakdown of our advisory fees.
What investment options are available?
Through St. James's Place, we offer access to a comprehensive range of investment funds and vehicles tailored to individual risk profiles.
Do you work with expatriates?
While our focus is UK-based clients, we can provide guidance for expatriates with UK financial connections or retirement plans.
How often do you review financial plans?
We recommend annual reviews, with additional check-ins available for significant life events or major market changes affecting your portfolio.
Reviews (5)
Linda Lewis
Feb 20, 2021
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Positive:Professionalism
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.
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.
Mo Connelly-Webster
Feb 15, 2021
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Trevor OLoughlin 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!
Bridget Bishop
Jan 29, 2021
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I contacted OLoughlin&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
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
Gill Fenney
Aug 17, 2020
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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.
Chris Jones
Sep 22, 2019
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My accountant personally called on this business to request assistance on setting up a SIPP Pension. He spent 30 minutes going through the specification of what I required. We were advised that we would be contacted promptly to move things forward. No response was received from the company. Six weeks later my accountant again visited the office in person. It was explained they were busy and they would contact us in due course. No response has ever been made. Avoid waste of time.
