Financial adviser in Maghull
Retirement and financial planning for Maghull and Lydiate, around eight miles from our Birkdale office.
Financial planning for Maghull
Maghull and Lydiate grew up along the Leeds and Liverpool Canal and the railway into Liverpool. Today they’re popular with families and commuters, and many of the people we speak to here are in the busy years: mortgage, children, a career, and a pension that rarely gets a second look.
A little planning in those years makes a big difference later. We help you see what you’re on course for, where small changes add up, and what protection the family needs if something goes wrong.
This page also covers Lydiate.
- Nearest office
- Birkdale office, about 8 miles from Maghull 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 Maghull clients usually ask us
- “Am I saving enough?” We project your pensions forward and show what retirement income they’re likely to buy, then what changes would close any gap.
- “What if something happened to me?” Life cover, income protection and critical illness cover, sized to your family’s needs rather than a round number.
- Getting started without big fees If your needs are simple, our self-managed and hybrid levels give you a good plan at a lower cost, with advice on hand when you need it.
Our services in Maghull
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.
Maghull: your questions
How far is Maghull from your office?
Our Birkdale office is about 8 miles from Maghull in a straight line. Meetings are in person or by video.
Is financial advice worth it if I’m not wealthy?
Often, yes. Good decisions early are worth more than clever ones late. Our quiz suggests the level of advice that fits your situation.
Can you help with mortgages?
Our team includes mortgage advisers. Ask when you get in touch and we’ll point you to the right person.
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.