Financial advice in Liverpool

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The Liver Bird above Liverpool — Liverpool

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What would you like help with?

Retirement & pensions

Compare advisers used to retirement planning, pensions and drawing income later in life.

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Inheritance & family wealth

Find help when inherited assets or family wealth create more complex decisions.

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Investments

Compare minimums, ongoing service and total costs before appointing an adviser.

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Business owners

Find advisers who regularly work with owner-managed businesses and founders.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Liverpool

Liverpool and the wider Merseyside market includes city-centre firms, advisers across Wirral and professionals serving nearby Cheshire. A useful search should balance local access with specialist fit.

For Liverpool consumers, an adviser in the city centre, Wirral or nearby Cheshire can all be practical. Widening the search can be useful when pensions, business ownership or inherited wealth need deeper specialist experience.

What to compare before choosing

Liverpool in context

The local-authority figures cover the Liverpool council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 15.7%

Liverpool · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 13.1%

Liverpool · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £185,307

Liverpool · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Liverpool

How do I choose a financial adviser in Liverpool?

Start with regulation and the advice need, then compare specialist experience, client minimums, service style and fees. Location should improve convenience rather than decide the whole match.

Should I include Wirral in a Liverpool adviser search?

Yes if travel remains practical. Wirral and nearby Merseyside can be part of the same face-to-face advice market, while remote advice can widen specialist choice further.

How much does a Liverpool financial adviser cost?

There is no single Liverpool rate. Ask for initial and ongoing costs in pounds, whether percentage fees are tiered or capped, and what other platform or investment charges apply.

Can I find a retirement adviser in Liverpool?

Explain whether you are building a pension, approaching retirement or already drawing an income. Ask prospective advisers about experience with that stage, the work they provide and how they charge.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

Explore nearby

Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Liverpool council area. Each figure shows the period it covers.

Population: 507,915
Residents aged 65 or over: 15.7%
Self-employed share of people in work: 13.1%
Average house price: £185,307
Disposable income per person: £19,871
Median weekly pay before tax: £605.30
Selected company registrations: 369
Wider-area company registrations: 510

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

These population figures cover the Liverpool local authority area. The Office for National Statistics (ONS) estimates 507,915 residents, with 15.7% aged 65 or over. The geography is the named council area; it should not be read as a separate total for Liverpool.

The self-employment rate among people in work is 13.1%, compared with 16.9% across England. The published average house price was £185,307 in June 2026. Gross disposable household income per head was £19,871 in 2024. Gross median weekly pay was £605.3 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The 2021 Census records the largest employment sectors in Liverpool. Human health and social work activities accounts for 18.7% of employment, 4.1 percentage points above the England benchmark. Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 15.0% of employment, in line with the England benchmark. Education accounts for 10.8% of employment, 0.9 percentage points above the England benchmark. Among the three sectors shown, Human health and social work activities is 7.9 percentage points higher than Education. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

In the Companies House snapshot, Liverpool has 369 active registrations in the selected business categories; the Liverpool travel-to-work area contains 510. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Liverpool. Photograph by UpshotPhotos. CC BY-SA 4.0.