Financial advisers in Merseyside

Our IFAs serving Merseyside can provide a range of financial advice including investments, pension advice and tax planning.

Sunset over Liverpool’s Albert Dock on the River Mersey by Gordon Bell

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Our nation-wide team includes financial planners serving Merseyside. They are passionate about helping people, just like you, manage their money more effectively.

Merseyside comprises five metropolitan boroughs, including Wirral, the city of Liverpool and St Helens – home to the most successful side in Super League history, St Helens RFC. As well as being a once-fashionable coastal resort, Merseyside also includes Southport and the Royal Birkdale championship golf course.

Amber River has a highly-qualified team of independent financial advisers serving Merseyside and the surrounding area. Our advisers sit on the same side of the desk as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future.

They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Merseyside Financial Advisers

Here are some of the faces and stories behind our financial advisers serving Merseyside.

James Curry
James Curry

Chartered Financial Planner

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John Phillips
John Phillips

Financial Planning Manager

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Mike Clarke

Director, Chartered Financial Planner

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David Ryder IFA
David Ryder

Financial Planning Consultant

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John Brady

Associate Director, Independent Financial Adviser

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Andrew Horrocks

Independent Financial Adviser

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Mark O’Neill

Director, Chartered Financial Planner

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Ian Rankin
Ian Rankin

Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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