FPC

Our Managing Partner, Moira shares her Uncle Peter's words of wisdom and her thoughts on why FPC's clients have been able to weather the storms in recent years: https://bit.ly/3jHNOac

Something for a Rainy Day... - Financial Planning Corporation Managing Partner, Moira O’Shaughnessy reflects… After a wet and gloomy January, and indeed a very challenging few years on multiple fronts, it takes an optimistic soul to look forward to...

We've won two major awards during 2022 - Constituency Responsible Business Champion and Professional Services Business of the Year at the Merseyside Independent Business Awards. As the year comes to a close we'd like to thank everyone who's helped to make it happen: https://youtube.com/shorts/vtl2HKxkzEM

This Christmas we've been working with The Venus Centre in Bootle to help out with their Christmas toy appeal and try to make a difference to the lives of vulnerable families living in the community:

FPC Supports Christmas Toy Appeal FPC has joined forces with The Venus Centre in Bootle to help those most affected by the cost of living crisis and try to make a difference to vulnerable fam...

Our Managing Partner, Moira reflects on the challenges and highlights of 2022 and wishes all our clients and partners a merry Christmas and a happy and healthy 2023:

Season's Greetings & Community Support Update - Financial Planning Corporation In our Christmas presentation, our Managing Partner, Moira O’Shaughnessy, reflects on the challenges and highlights of 2022. The ongoing conflict in Ukraine has triggered turmoil in the financial markets, resulting...

FPC is looking for a Service Manager! Do you want to work with a growing, award-winning financial planning firm to help us to build on our 40-year track record of excellence and have fun doing it? Find out more: https://bit.ly/3FaXguz

At our recent strategic planning day we marked the official handover of our Head of Operations role from John Phelan (left) to Dean Gough (right). Dean will be helping us to improve every aspect of our service:

Operation Handover - Introducing our New Head of Operations - Financial Planning Corporation FPC is delighted to announce the appointment of a new Head of Operations, Dean Gough, who will be helping us to improve every aspect of our service. Earlier this month...

The team is still basking in the glory of winning the Professional Services Business of the Year Award at the Merseyside Independent Business Awards last week. We'd like to say a HUGE thank you to all our clients and partners for their continued support and congratulations to all the other winners! https://bit.ly/3TBVd7y

FPC Named Professional Services Business of the Year - Financial Planning Corporation The team at FPC is celebrating its latest award success after winning the Professional Services Business of the Year category at the Merseyside Independent Business Awards. Founded by Morecrofts Solicitors...

Partner at FPC, Bernice should be very proud of herself after making her half marathon debut in Amsterdam last weekend, with an impressive finish time of just under 2 hours! Hopefully she's been bitten by the bug and it will be the first of many fantastic performances!

Last night our Managing Partner, Moira attended the Merseyside Independent Business Awards finalists drinks event at Morecrofts Solicitors, founders of the awards and had the opportunity to meet Alison Lobb, Managing Partner of Morecrofts. We’re looking forward to meeting all the other finalists at the awards dinner in October! 🥂