O'Loughlin

Welcome to O'Loughlin & Co Financial Planning, a Chartered Financial Planning Practice with over two decades of experience in the industry. We are proud to be qualified in pension transfers (AF7) and later life planning (SOLLA), serving clients throughout the UK. Our main practice office is located in Liverpool, catering to the North, while our London area is extensively covered via Canary Wharf.

At O'Loughlin & Co Financial Planning, we take pride in building long-term relationships with our clients. Our goal is to provide a wide range of services, whether you are looking to build, grow, protect, or preserve your wealth. We understand that every individual and business has unique financial goals, aspirations, and attitudes towards risk. That's why our service is based on the highest possible professional standards, recognizing that each client is unique. We construct a bespoke service aimed at and tailored to our clients' own financial needs and future planning. We have a genuine passion for helping clients understand their financial positions and providing solutions in a simple and straightforward manner.

Holistic Financial Planning

Holistic financial planning can help increase the value of your savings and investments in a tax-efficient manner, protect you and your dependents against financial losses from unforeseen circumstances, and ensure that your beneficiaries receive the maximum amount possible after any potential tax liability. We provide a wide range of services, including:

• Wealth Management
• Investment Planning
• Retirement Planning
• Inheritance Tax Planning
• Protection Planning

Meet the Team

We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do. Our team has the necessary expertise and knowledge to offer high-quality advice on many aspects of wealth management. We work with you to help you achieve your financial goals.

Specialist Advice

We specialize in providing high-quality advice on many aspects of wealth management. We offer a comprehensive range of services to help you manage your finances, including:

• Pension Planning
• Investment Management
• Tax Planning
• Inheritance Tax Planning
• Protection Planning
• Long-term Care Planning

Why Choose Us?

When you choose O'Loughlin & Co Financial Planning, you can be confident that you are working with a reputable and experienced financial planning firm. We are dedicated to providing our clients with the highest level of service and advice. We take the time to understand your unique financial situation and goals, and we work closely with you to develop a personalized financial plan that meets your needs.

At O'Loughlin & Co Financial Planning, we understand that financial planning can be complex and overwhelming. That's why we strive to provide clear and concise advice, making it easy for you to understand your options and make informed decisions about your financial future. We pride ourselves on our ability to build long-term relationships with our clients, providing ongoing advice and support as your financial situation and goals change over time.

St. James's Place

We are proud to be part of St. James's Place's network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place.

By working with St. James's Place, we can focus our time on you, our clients, and the advice that we provide to help you achieve your goals. We don't have to worry about managing products, reviewing fund managers, or whether a form needs updating. St. James's Place handle all of that. Instead, we can dedicate our time to creating a financial plan that's right for you and your family, helping you stick to it and guiding you through life's inevitable ups and downs.

In conclusion, at O'Loughlin & Co Financial Planning, we pride ourselves on building long-term relationships with our clients, providing a wide range of services to help you manage your finances and achieve your financial goals. We have a genuine passion for helping clients understand their financial positions and providing solutions in a simple and straightforward manner. Our team has the necessary expertise and knowledge to offer high-quality advice on many aspects of wealth management. We are dedicated to providing our clients with the highest level of service and advice, taking the time to understand your unique financial situation and goals, and working closely with you to develop a personalized financial plan that meets your needs.