Wirral Office
Our experienced financial planners in Wirral have been providing expert financial advice for many years and deliver expert advice to help give you clarity and comfort about your financial future.
Financial planning services in Wirral
At Finli, Our financial planners in Wirral provide expert guidance to help you achieve your financial goals with confidence.
Our team is here to make a positive difference to peoples’ lives. To do so, we put your life, and not just your money, at the heart of our financial planning advice. With offices based in Thornton Hough, Wirral, our team of financial planners work across the North West and beyond, providing clear, bespoke and impartial financial planning.
Our financial services in Wirral include:
- Mortgages & Protection: Protect your financial future with customised solutions.
- Savings & Investments: Grow and safeguard your wealth with expert advice.
- Financial Planning: Bring together all aspects of your financial life with a holistic, tailored plan.
- Estate Planning: Manage your legacy effectively for future generations.
- Retirement & Pensions: Prepare for a secure and comfortable retirement with expert guidance.
Our Wirral team is dedicated to providing personalised solutions to help you take control of your financial future. Contact us today to get started.
Meet our Wirral team
Steve BraidfordManaging Director & Financial Planner
Specialising in financial planning, investing, pensions and retirement planning, Steve is a Certified Financial Adviser and has been part of the senior management teams for some of the biggest advice businesses in the UK. He’s a well-known face in the financial services community.
Bill Ward Financial Planner
Bill Ward has an enviable reputation of being one of Merseyside’s leading financial advisers. He has been providing independent financial advice for over 30 years. ‘Solving a problem a client doesn’t think is solvable and helping them to get the best life possible with their money. I still get a buzz from making a difference to someone’s life’ says Bill.
Lee TravisFinancial Planner
Lee began giving financial advice in 1999, and has since then held various management positions including building society manager and CEO of one of the largest training academies for financial advisers in the UK. Lee is a Certified Financial Adviser.
David JonesFinancial Planner
An independent financial adviser since 2018, David is passionate about helping his clients make sense of their financial arrangements and to actively plan for the day when they can achieve true financial freedom.
Jackie WilliamsFinancial Planner
Having worked in the financial services industry since 1983, Jackie brings a broad spectrum of experience. She is diploma qualified and is currently working towards her advanced diploma. Previously, Jackie was our Head of Paraplanning, where she provided technical support when overseeing the paraplanning team.
Matthew TaylorFinancial Planner
After graduating in 2000, Matt started working in the financial advice sector for a large multinational bank in the UK and Jersey until 2007. From then onwards, he has provided advice when holding Pension clinics for Group Schemes and by looking after Private Clients.
Jenny AllenFinancial Planner
Jenny joined the team in 2022. She has worked within financial services since 2021 and is Diploma 4 qualified. Jenny is currently working towards Chartered Status and we are pleased to advise she has been authorised as a Financial Adviser on 1st June 2023.
Carl GidmanMortgage, Equity Release and Protection Planner
Having begun his career in financial services in 1981, Carl offers broad experience working with his clients, guiding them through the many complex aspects of mortgage planning to ensure they fully understand their options and desired outcomes.
Ross WelshFinancial Planner
Ross has worked within Financial Services since 2017 and joined us in March 2021. He has a Level 4 Diploma for Financial Advice and is a member of the London Institute of Banking & Finance.
Sam BraidfordFinancial Planner
Sam joined us as an Intern in March 2020 whilst studying for his Business Management Degree at Manchester Metropolitan University. Whilst at University he started the exams to achieve the Chartered Insurance Institute Diploma in Financial Planning which he successfully completed in April 2022.
Tom Price Trainee Financial Planner
Tom joined us in June 2023 as a Trainee Financial Planner. Prior to starting at FLP he was a Membership Relationship Manager at Nationwide Building Society. He is studying to achieve his Level 4 Diploma in Regulated Financial Planning and is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Oscar MacFicheallaighTrainee Financial Planner
Oscar joined us in June 2023 after completing his degree in Account and Finance at Liverpool John Moores University and is now studying to achieve his Level 4 Diploma in Regulated Financial Planning. He is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Louis FletcherTrainee Financial Planner
Louis joined us in October 2023 after completing a BA Hons Business Management Degree at the University of Liverpool. He is now studying to achieve his Level 4 Diploma in Regulated Financial Planning and is currently working with both our Administration and Paraplanning Teams as part of his journey to become a Financial Planner.
Dave PryceOperations Manager
Dave has over 30 years’ experience working in financial services. Prior to joining the firm in 2018, he worked for several high street Banks including NatWest, Royal Bank of Scotland and The Co-operative, in both Operational and Regulatory Risk roles and HR. Dave now manages our Operations.
Samantha BooyensOffice Manager
Samantha joined us in March 2022 as our Office Manager. She has over 25 years’ experience in financial services having worked for various firms in South Africa prior to joining us.
Hayley LilliottFinance Manager
Hayley has more than 25 years’ experience working in the financial services industry and in supporting financial planners in all areas. Hayley joined us in May 2019 to help streamline reconciliation and internal finance reporting systems and has recently gained her AAT level 2 qualification.
Duncan MacDonaldFinance Assistant
Duncan joined us in January 2022 and is a valuable member of our Finance Team with a speciality in data handling and analysis. He studied at the University of Bath and has a Masters in Mathematics, which he obtained in 2021.
James OliverParaplanner
James has 23 years’ experience in the financial services industry and has gained experience of all aspects of financial planning. James is a valued member of the team as a respected paraplanner. James is also currently studying for his Diploma in Financial Planning.
Suzanne BradleyExecutive Support
Suzanne joined the firm in January 2021. She undertakes the key role as executive support to our financial planners. She brings a wealth of experience with over 30 years’ experience having previously worked for companies such as, MBNA, NatWest Bank and the Co-operative Bank.
Jessica BraidfordAdministrator
Jess joined in August 2019 after completing her A Levels and has become a valuable member of our Administration Team.
Jenny DalyAdministrator
Jenny has over 30 years’ experience in Financial Services working in various Administrator and Personal Assistant roles. She works closely with our financial planners and our wonderful support team.
Kim MercerAdministrator
Kim joined our Administration Team in Oct 2022. She has a background in Financial Services having worked for NatWest Bank in client facing roles for over 21 years. After having a family she retrained as Early Years Professional and worked in Education for 22 years, which included the management of a preschool.