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J.A. Financial Planning Ltd

J.A. Financial Planning Ltd

5.0(66 reviews)See reviews ↓·Liverpool

What customers say

Based on genuine customer reviews

Retirement and pension planning sits at the centre of the feedback for this Liverpool firm, where Jak is the adviser named in most accounts. Teachers and other public sector staff describe his command of the specific rules governing their schemes, with several reviewers noting how he makes a complex subject understandable to a lay person. The financial forecasts he prepares are repeatedly mentioned as a source of reassurance for those weighing early retirement, supported by regular meetings and prompt replies to questions raised in between.

Seminars delivered in schools are praised for tackling common misconceptions and giving staff a clearer grasp of the system. An aspect raised across a number of reviews is the care taken from the initial review of household finances through the retirement application, including home visits and online sessions. Expertise, patience and plain-speaking explanations run through the comments, together with the confidence clients gained from being guided at each stage of a significant decision. Colleagues considering the same step are frequently referred on, which reflects how the experience is regarded.

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Reviews

Reviews are taken from publicly available sources.

BS
Bethan Stalker12 June 2025

Really knowledgeable and explained things in laymen’s terms. The presentation was highly informative and the advice was invaluable.Terminology clearly explained. Thank you for walking us through a minefield!

EN
Eleanor Nevin12 June 2025

Learned so much from Jak. I look forward to the next meeting for further information. Thanks Jak

ES
Emer Slattery5 June 2025

We recently had a pensions session for staff at my school, and I can honestly say it was one of the most valuable and eye-opening experiences I've had in terms of financial planning. Jak led the session, and he was nothing short of brilliant. Jak's depth of knowledge was immediately clear, but what really stood out was his ability to make a complex and often overwhelming subject not just accessible, but genuinely engaging. He broke down the different ways teachers can inadvertently fall into pension-related traps, and emphasized the critical importance of getting proper financial advice tailored to your individual situation. What made the session truly worthwhile was how Jak connected financial security with overall well-being. You could tell he genuinely cares about helping people feel empowered and in control of their financial future. His passion and sincerity shone through, and it was clear that he’s making a real, positive difference in people’s lives. I'm genuinely looking forward to the one-to-one session with his company – I know it’ll be a great opportunity to pin down my own finances. I would highly recommend this session to any school setting – it's the kind of practical, meaningful support we don't get nearly enough of.

LJ
Lisa Jones4 June 2025

Jak came into school to deliver a session to staff on pensions. The session was extremely informative and very worthwhile and I left feeling motivated to find out more and also with a personal goal of taking charge of my own future with reguards to my own finances. I have a long way to go but feel this was the 'kick' that I needed to get off the starting line. Thank you!

SL
Simon Lineton4 June 2025

Very interesting and enlightening session. Answered a lot of my burning questions, but alerted me to a lot of other issues I need to explore, as I plan for retirement. Thanks, Jan.

RE
Ruth Ellison4 June 2025

Very interesting and informative. Helped me to understand how my pension will be paid and what can affect it.

JB
John Barlow3 March 2025

Jak gave an excellent overview of the teachers’ pension system, and made a frankly confounding topic far more accessible. He clearly knows his stuff and has a passion for helping others financially. Thank you!

Financial advisers in Liverpool compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Liverpool are compared.

RankProviderRatingReviewsOpen Sat.
1J.A. Financial Planning Ltd (this page)★ 5,066No
2Hanson Financial Services★ 5,048No
3First Equitable★ 5,037No
4AJ Barnes Financial Planning Ltd★ 5,031No
5Her Financial Planning I Financial Adviser for Women★ 5,019No
Contact
+447444461209www.jafp.co.uk5th Floor, Walker House Exchange Flags, Liverpool L2 3YL
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed