Empowering Your Financial Future
People and Business IFA are a team of passionate and experienced Independent Financial Advisers based in Kirkby, Liverpool. We have over 25 years of expertise in guiding individuals and businesses towards financial security and success.
Driven by a client-centered approach, we listen carefully to understand your unique needs, aspirations, and financial goals. We then work collaboratively with you to create a personalized financial plan that aligns with your circumstances and aspirations.
Our expertise spans across a diverse range of financial areas
- Personal Financial Planning: Investments, Retirement planning, Pension consultation, Wealth management, Protection Insurance, Inheritance Tax planning.
- Business Financial Planning: Employee Benefit design and implementation, Pension planning for businesses, Business Protection insurance, Investment solutions for businesses.
What sets us apart
- Holistic Approach: We take a holistic approach to financial planning, considering not just your financial situation, but your lifestyle, aspirations, and personal values.
- Independent Status: Our independence allows us to provide unbiased recommendations from the entire market, rather than being restricted by specific products or institutions.
- Clear and Transparent Communication: We believe in open and honest communication, explaining complex financial concepts in clear and concise language.
- Client-Centric Approach: We prioritize client needs and actively involve you in the planning process, ensuring you feel empowered and confident in your financial decisions.
Our mission is to empower individuals and businesses to achieve financial clarity, security, and success. We are passionate about helping you make informed financial decisions and achieve your financial goals, whatever they may be.
Overall Assessment
The reviews are overwhelmingly positive, with both reviewers awarding 5-star ratings.
Key Strengths
Exceptional Service
Both reviewers praised the outstanding service they received, with one reviewer stating that the advice and service were "nothing but outstanding". The other reviewer described the service as "excellent" and "personalised".
Trust and Reliability
The reviewers also commended the company's trustworthiness, with one reviewer stating that they are a company "you can trust to work hard on your behalf".
Tax Planning
One reviewer specifically highlighted the company's great tax planning services, indicating that they are a strength of the business.
