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J.A. Financial Planning Ltd

J.A. Financial Planning Ltd

5.0(66 reviews)·Liverpool
Business banking service

Reviews

5.0 / 5 · 66 total
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!

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