Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from J.A. Financial Planning Ltd, Financial planner, Exchange Flags, Liverpool.
Specialists in Financial Planning | Passionate About Financial Wellbeing | Committed to Providing Holistic Specialist Financial Advice
🎙No Limits Business Lounge Podcast on YouTube Now!
Are people more open to talking?
A very interesting conversation with
Episode out now on YouTube & Spotify 🔥
19/03/2026
The Bank of England is expected to hold interest rates today, despite rising unemployment and slowing wage growth.
Why? Rising oil prices linked to the Iran conflict are pushing inflation fears back up, meaning rate cuts are likely delayed.
For homeowners, that’s already having an impact, with mortgage rates climbing again. The outlook for cheaper borrowing just became a lot less certain.
Men’s mental health.
In our latest podcast episode, we sat down with the founder of Dadversity, a company dedicated to supporting fathers and creating a space where men can talk openly about the realities of fatherhood and mental health.
We spoke about the pressures many dads face, why men often struggle in silence, and why building supportive communities for fathers is so important.
🎙️ The episode is out now
The cars, the freedom, the “overnight success.”
But what you don’t see is the years of work behind it.
In our latest podcast with , we spoke about the danger of believing everything you see online.
Too many people chase the outcome without understanding the process. They want the lifestyle, but they don’t plan for the work, the setbacks, or the backup plan.
Success isn’t something that just happens.
Episode out now.
Episode coming soon 🎙️
Episode coming soon 🎙️
This week we sat down with Nathan Jefferson, founder of Dadversity.
What an inspiring conversation.
02/03/2026
What does the recent conflict in Iran mean for the uk's economy? 👉
27/02/2026
Energy. Confidence. Growth.
I was proud to deliver yesterday’s Inspire Me talk at Carmel College focused on motivation, personal development, and building the skills needed for future success.
The session encouraged students to step outside their comfort zones, believe in their potential, and start developing the skills required in today’s professional world. It was fantastic to see such engagement and enthusiasm throughout.
Inspiring young people to recognize their strengths and invest in their personal growth is something we’re truly passionate about, and we’re grateful for the opportunity to contribute.
We look forward to continuing to support and inspire the next generation.đź’«
Heinz or the cheaper option?
Which one would you buy?
Every February, prices go up, pressure goes up, and suddenly we’re meant to prove our feelings with overpriced roses, inflated dinner bills, and last minute panic buys.
That’s not romance. That’s a sales strategy.
As a financial advisor, I see it all the time, people stretching their budgets for a one day gimmick that adds zero long term value.
Love isn’t measured by how much you spend on February 14th. And financial stress is not a love language.
| Monday | 8am - 7pm |
| Tuesday | 8am - 7pm |
| Wednesday | 8am - 7pm |
| Thursday | 8am - 7pm |
| Friday | 8am - 12pm |
| Saturday | 10am - 4pm |
| Sunday | 10am - 2pm |