Rathbones provides exceptional wealth management services tailored to private clients. Known for their deep expertise and long-term investment strategies, they are a cornerstone of Liverpool's financial sector.
Top Financial Advisors in Liverpool UK - June 2026
UK / Liverpool
Discover the most trusted and highly-rated financial advisors in Liverpool, UK. Get expert guidance on wealth management, retirement planning, and investment strategies tailored to your financial goals in 2026.
Premier investment management and financial advisory firm.
Details
- Year Founded: 1742
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 151 236 6666
- Email: enquiries@rathbones.com
About the Company
Pros
- Legacy and experience
- Strong investment performance
Cons
- Higher fee structure
- Strict minimum investment
Comprehensive financial planning and wealth management.
Details
- Year Founded: 1836
- Employees: 1000+
- Price Range: $$$
- Phone: +44 207 189 2400
- Email: info@evelyn.com
About the Company
Evelyn Partners offers holistic financial planning. Their Liverpool office provides bespoke advice for individuals and businesses, focusing on tax efficiency and sustainable growth.
Pros
- Holistic planning approach
- Professional consultancy
Cons
- Complex service tiers
- Platform integration time
Investment management for private clients and intermediaries.
Details
- Year Founded: 1991
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 151 709 7777
- Email: liverpool@brooksmacdonald.com
About the Company
Specializing in discretionary investment management, Brooks Macdonald creates personalized portfolios. Their Liverpool team is highly regarded for transparency and proactive communication.
Pros
- Transparent reporting
- Responsive support team
Cons
- Limited retail access
- Standardized portfolios
High-quality wealth management and advisory services.
Details
- Year Founded: 1762
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 151 227 2030
- Email: liverpool@brewin.co.uk
About the Company
Brewin Dolphin delivers expert wealth management with a personal touch. They excel in retirement planning and inheritance tax advice for Liverpool's high-net-worth residents.
Pros
- Excellent estate planning
- Long-term client loyalty
Cons
- Expensive for smaller portfolios
- Slow digital onboarding
Tailored wealth management and financial advice.
Details
- Year Founded: 1991
- Employees: 1000+
- Price Range: $$$
- Phone: +44 151 555 0123
- Email: contact@sjp.co.uk
About the Company
St. James's Place offers a uniquely personal approach to financial planning. Their local Liverpool partners provide face-to-face advice on investments, pensions, and protection.
Pros
- Personalized face-to-face advice
- Wide network access
Cons
- Higher management fees
- Commission-based model
Specialist banking and wealth management services.
Details
- Year Founded: 1974
- Employees: 1000+
- Price Range: $$$$$
- Phone: +44 151 236 9000
- Email: liverpool@investec.com
About the Company
Investec provides robust wealth management strategies for complex financial lives. Their Liverpool office is known for a sophisticated approach to portfolio construction and risk management.
Pros
- Institutional grade research
- Complex planning expertise
Cons
- Very high entry barrier
- Geared towards elite clients
Wealth management with a focus on client empowerment.
Details
- Year Founded: 1792
- Employees: 500-1000
- Price Range: $$
- Phone: +44 151 255 1234
- Email: info@cs.co.uk
About the Company
Charles Stanley combines traditional values with modern financial technology. They provide clear, actionable advice to Liverpool residents helping them navigate financial markets.
Pros
- User-friendly platforms
- Strong research insights
Cons
- Trading fees apply
- Customer service wait times
Independent financial planning and investment management.
Details
- Year Founded: 1962
- Employees: 1000+
- Price Range: $$$
- Phone: +44 151 444 8888
- Email: office@rj.co.uk
About the Company
Raymond James provides independent advisory services. Their model allows for greater portfolio flexibility, which is highly valued by clients in Liverpool seeking customized solutions.
Pros
- High degree of independence
- Flexible investment options
Cons
- Varying quality across branches
- Brand visibility lower
Wealth management with global capital market insights.
Details
- Year Founded: 1950
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 151 666 9999
- Email: wealth@cgf.com
About the Company
Canaccord Genuity leverages global market intelligence to provide local Liverpool clients with top-tier investment strategies. Ideal for those with international exposure.
Pros
- International market reach
- Robust asset allocation
Cons
- Steep fees
- Less focus on small accounts
Bespoke wealth management and advisory services.
Details
- Year Founded: 1872
- Employees: 200-500
- Price Range: $$$
- Phone: +44 151 777 2222
- Email: liverpool@whireland.com
About the Company
WH Ireland focuses on private wealth management and capital markets. Their Liverpool team is praised for their accessible approach and commitment to long-term client relationships.
Pros
- Accessible management
- Bespoke service
Cons
- Smaller research reach
- Niche focus
Traditional stockbroking and investment management.
Details
- Year Founded: 1875
- Employees: 200-500
- Price Range: $$
- Phone: +44 151 333 4444
- Email: liverpool@redmayne.co.uk
About the Company
Redmayne Bentley offers personal stockbroking services alongside wealth management. They remain a favorite for Liverpool clients who appreciate a traditional, relationship-driven approach.
Pros
- Traditional values
- Personal stockbroking support
Cons
- Limited digital interface
- Old-school documentation
Investment management for private and institutional clients.
Details
- Year Founded: 1914
- Employees: 200-500
- Price Range: $$$
- Phone: +44 151 888 5555
- Email: liverpool@wcgplc.co.uk
About the Company
Walker Crips delivers tailored financial solutions to Liverpool residents. Their expertise spans pensions, inheritance planning, and equity portfolios, emphasizing personal service.
Pros
- Diverse investment menu
- Reliable performance
Cons
- Customer portal dated
- Slow email response
Wealth management focused on capital preservation.
Details
- Year Founded: 1878
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 151 999 1111
- Email: enquiries@closebrothers.com
About the Company
Close Brothers Asset Management excels in conservative investment strategies. They are highly regarded in Liverpool for their careful risk management and consistent results.
Pros
- Strong risk management
- Solid reputation
Cons
- Conservative returns
- Rigid strategies
Modern financial planning with advanced technology.
Details
- Year Founded: 2004
- Employees: 200-500
- Price Range: $$$
- Phone: +44 151 121 3131
- Email: advice@saltus.co.uk
About the Company
Saltus provides tech-enabled financial advice that simplifies complexity for clients. Their modern Liverpool office focuses on high-level planning for families and executives.
Pros
- Excellent client technology
- Modern planning software
Cons
- Newer market entrant
- Requires digital literacy
Private banking and high-end wealth solutions.
Details
- Year Founded: 1920
- Employees: 500-1000
- Price Range: $$$$$
- Phone: +44 151 454 5656
- Email: contact@lgtwm.com
About the Company
LGT offers institutional-quality wealth management to private clients in Liverpool. Known for private equity access and sustainable investment strategies.
Pros
- Access to private assets
- Sustainability focus
Cons
- Extremely exclusive
- High minimum entry
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Frequently Asked Questions
Frequently Asked Questions
- How do I choose the best financial advisor in Liverpool?
- Look for chartered status, fee transparency, and expertise in your specific financial needs.
- What services do financial advisors offer?
- They provide investment advice, retirement planning, tax mitigation, and estate planning.
- Are financial advisors in Liverpool regulated?
- Yes, all legitimate advisors must be authorized and regulated by the Financial Conduct Authority (FCA).
- How much do financial advisors charge in 2026?
- Fees vary based on the structure, including fixed fees, hourly rates, or a percentage of assets under management.
- Can a financial advisor help with pension planning?
- Absolutely, professional advisors are essential for optimizing pension contributions and retirement income.
- What is the benefit of a local Liverpool advisor?
- Local advisors offer personalized, face-to-face service and deep knowledge of UK regional tax benefits.