Visit us in Liverpool or reach out online
47 Dale Street
Liverpool
L2 2HG
United Kingdom
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Liverpool Lime Street station is a 10-minute walk from our office. Exit onto Lime Street, turn right onto St George's Place, then left onto Dale Street.
Multiple bus routes stop near Dale Street. Check with Merseytravel for current schedules serving the city center.
Street parking is limited. We recommend the Q-Park Liverpool ONE car park on Crosshall Street, a 5-minute walk away.
Our office is on the ground floor with wheelchair access. Please let us know if you need any specific accommodations when booking.
We'll send you a preparation checklist after you book. Generally, bring recent bank statements, pay stubs, and any existing investment or debt account information. Don't worry if you don't have everything—we can work with what you have.
Yes. We offer video consultations via secure conferencing platforms. The experience is identical to in-person meetings, and many clients prefer the convenience.
Initial consultations run 60-90 minutes depending on the service. Follow-up sessions are usually shorter, around 30-45 minutes.
While we're Liverpool-based and our expertise includes regional context, we work with clients across the UK via video consultation. General financial principles apply anywhere, though local market knowledge is strongest for the Merseyside area.
Return to our services page to select the option that fits your needs.
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