Financial adviser in Crosby
Financial, pension and inheritance tax planning for Crosby, Blundellsands and Waterloo, from our Birkdale office about ten miles up the coast.
Financial planning for Crosby
Crosby is where Antony Gormley’s iron men stand looking out to sea, and where Liverpool’s suburbs give way to the Sefton coast. The roads around Blundellsands and Waterloo hold some fine Victorian and Edwardian houses, and many of their owners have been there a long time.
We help Crosby families with the decisions that come with that: retiring well, helping the next generation, and making sure the family home and pensions aren’t eaten up by tax that could have been planned for.
This page also covers Waterloo.
- Nearest office
- Birkdale office, about 11 miles from Crosby as the crow flies
- Meetings
- At our office by appointment, or by video and phone
- First conversation
- Free, and with no obligation
- Call us
- 01423 611004
What Crosby clients usually ask us
- Releasing money from the house Downsizing, equity release or neither. We look at the cost and the effect on what you pass on before you decide.
- Pensions after April 2027 If you’re in your seventies with a pension pot you don’t need, it may soon count towards inheritance tax and be taxed as income for whoever inherits it. We look at whether to draw it, give from it, or leave it.
- A plan both of you understand We explain things clearly to both partners, so either of you could pick up the reins if you needed to.
Our services in Crosby
Financial planning in Birkdale
A plan for the life you want, built around cashflow modelling and reviewed every year. Investments, tax and protection in one place.
Pension planning in Birkdale
Know when you can stop work and what you can spend. We plan contributions, drawdown, transfers and how your pensions sit with the 2027 tax changes.
Inheritance tax planning in Birkdale
Pass on more of what you’ve built. Gifting, trusts, business relief, and what pensions entering the estate from April 2027 means for you.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
Crosby: your questions
How far is Crosby from your office?
Our Birkdale office is about 10 miles from Crosby in a straight line. We meet in person or by video.
Do you advise on equity release?
We’ll look at whether releasing equity makes sense within your plan and the alternatives. If it does, we’ll explain how specialist equity release advice works.
Can you look after investments for us?
Yes. Investment management is part of full advice, with regular updates and an annual review.
Nearby
Let’s chat
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.