Birkdale office
Birkdale, SouthportMerseyside
- Phone
- 01423 611004
- enquiries@seventyfinancialplanning.com
- Meetings
- By appointment, in person or by video
Financial planning in Southport & Birkdale
A clear plan for your money and your life, from independent, chartered planners in Birkdale, Southport.
Financial planning that starts with you
Plenty of people on the Sefton coast have done well without ever having a plan. A pension here, an ISA there, the mortgage paid off early. Financial planning brings it all into one place and answers the question that matters: is it enough to do what we want?
We start by getting to know you, then build a cashflow model of your household. It shows how your money is likely to play out over the rest of your life, and lets us test the plan against the things that worry you.
- Everything in one view. Your pensions, savings, investments, insurance and property, with paperwork stored securely in the My Seventy portal.
- What-if planning. Retiring early, moving nearer the grandchildren, a big trip, care costs. We model the choice before you make it.
- Investments that fit. Portfolios matched to your attitude to risk, including ethical options, with regular updates.
- The right level of advice. Full, hybrid or self-managed. We’ll tell you honestly which one you need.
Four steps to a plan
The same process for every client, whether we meet in person or on screen.
Fact finding
First things first, we get to know you: your objectives, your worries and what you already have.
Preparation
The most valuable step. We test whether your hopes are realistic and turn the answer into a blueprint for our recommendations.
Implementation
If you go ahead, we handle the paperwork and administration, keep you updated and confirm every action in writing.
Annual review
Plans need looking after. Each year we revisit your cashflow model and check the plan still fits your life.
Financial planning across the Birkdale area
We help clients in all of these towns, in person at our Birkdale office or by video.
- Ainsdale2 miles
- Formby5 miles
- Ormskirk7 miles
- Crosby11 miles
- Maghull8 miles
- Burscough7 miles
- Skelmersdale11 miles
- Tarleton & Hesketh Bank8 miles
- Leyland14 miles
- Lytham St Annes8 miles
Birkdale, Southport
Merseyside
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.
Financial planning: your questions
Do I need a lot of money to use a financial planner?
No. Full advice suits people with more complex finances, but hybrid and self-managed advice make planning affordable for everyone. Our quiz points you to the right level.
Can we meet in Birkdale?
Yes, by appointment. You can also meet by video, or at our Harrogate office if you’re in Yorkshire.
What happens after the first meeting?
If you’d like to go ahead, we follow our four steps: fact finding, preparation, implementation and an annual review. Fees are agreed in writing first.
Also from our Birkdale office: pension planning and inheritance tax planning.
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.
HarrogateHaggs Road, Follifoot, Harrogate, North Yorkshire
BirkdaleBirkdale, Southport, Merseyside