O'Loughlin & Co is a Chartered Financial Planning Practice with over 20 years' experience, including pension transfers (AF7) and later life planning (SOLLA). We have many long-term clients throughout the UK, with a main practice office in Liverpool servicing the North, and the London area extensively covered via Canary Wharf.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
Services
When providing financial advice, it is important to understand that the needs of individuals and businesses require different approaches. Long-term financial ambitions, aspirations and attitude to risk vary, and these will change over time. My service is based on the highest possible professional standards and recognises that each client is unique.
Reviews (6)
Linda Lewis
Feb 20, 2021
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Positive: Professionalism
I have dealt with Trevor for many years and he has become a trusted friend and adviser. Trevor is very genuine and professional in his approach and makes things clear and simple to understand. We have had a fabulous return on our investment I cannot recommend him highly enough.
I have dealt with Trevor for many years and he has become a trusted friend and adviser. Trevor is very genuine and professional in his approach and makes things clear and simple to understand. We have had a fabulous return on our investment I cannot recommend him highly enough.
Mo Connelly-Webster
Feb 15, 2021
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Trevor O’Loughlin is a trusted professional. He is always up to date with your particular circumstances, even if you make contact unexpectedly. He looks to do everything he can for you and, in my opinion and experience, goes above and beyond the call of duty. His advice is comprehensive and simultaneously tailored to your comfort of risk level. I recommend him to my children!
Bridget Bishop
Jan 29, 2021
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I contacted O’Loughlin&Co as I had a received an Inheritance.
Trevor walked me through the Investing process as I was new to all this, explaining potential risks, how to spread my money in a portfolio and making sure it suited my personal circumstances to invest my lump sum.
Overall the experience was a good one and I would recommend. No jargon and came across honest & trustworthy
Trevor walked me through the Investing process as I was new to all this, explaining potential risks, how to spread my money in a portfolio and making sure it suited my personal circumstances to invest my lump sum.
Overall the experience was a good one and I would recommend. No jargon and came across honest & trustworthy
Gill Fenney
Aug 17, 2020
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We have been very impressed with this company since we were introduced 4 or 5 years ago. They provide a really professional yet very personal service, with solid advice on all aspects of financial management. Investments have performed exceptionally well and we are more than happy to recommend them. The team are very responsive and nothing is too much trouble.
Chris Jones
Sep 22, 2019
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My accountant personally called on this business to request assistance on setting up a SIPP Pension. He spent 30 minutes going through the specification of what I required. We were advised that we would be contacted promptly to move things forward. No response was received from the company. Six weeks later my accountant again visited the office in person. It was explained they were busy and they would contact us in due course. No response has ever been made. Avoid waste of time.
Chereen Nugent
May 29, 2019
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