We provide expert financial advice to individuals, business owners, trustees and charities throughout the North of West England, and beyond. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.
Services
It's not every financial planner that gets invited to their clients' retirement parties. That we do says a lot about us, and a lot about the people who choose to make us their trusted financial partner. We look after (and grow) investments and retirement savings of more than 300 million for our clients.
Reviews (10)
Hax
Jan 21, 2022
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John Goulding
Jul 26, 2021
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We have been doing business with the Utley family for nearly fifty years (that makes me feel old) and the way we have been treated over that time by Brendons father and brother have been nothing but totally professional and at the same time friendly and supportive
Having Brendon on our side for a good few years helping us and advising us through our transition to retirement has given us hope and security in our future
Writing this review has given us the opportunity to give our heartfelt thanks to Brendon and the team We hope to be working with them for a long time to come
Thank you
Dorothy
Having Brendon on our side for a good few years helping us and advising us through our transition to retirement has given us hope and security in our future
Writing this review has given us the opportunity to give our heartfelt thanks to Brendon and the team We hope to be working with them for a long time to come
Thank you
Dorothy
Lee Danglidis
Jul 16, 2021
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Brendan at LFP has looked after us for many years and his help has proved invaluable. He is always most professional, generous with his time and stays up to date with the latest regulations in order to give the best possible advice. He is responsive, efficient, sees the whole picture and looks after every generation of the family. I have no hesitation whatsoever in recommending his services.
Jackie Halstead
Jul 10, 2021
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We first met Brendon about 10 years ago when he helped us with some investments. Since then he has always given us clear and consistent advice tailored to our needs at the time. The investments he has arranged for us have performed better than our expectations and we are very pleased with the results. We have a yearly update with Brendon but we also know that we can contact him at any time to discuss our portfolio. Brendon is very knowledgeable and personable, and I would not hesitate to recommend him and his team to anyone looking for financial consultancy.
David Halstead
Jul 09, 2021
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Brendon (and his team) have been looking after us for about 10 years. They are all friendly, approachable, and patient. Above all, they have given us excellent advice regarding how to view our finances and investments in a logical and pragmatic way. This has resulted in steady and constant growth well above our expectations. Thank you.
Michael Flatters
Jun 30, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Been with LFP Consultants for a number of years now and would recommend them to anyone. 5 star service in everything they do .
Top company, professionally run by caring and considerate staff, always with the clients best interests at the forefront of everything they do.
Been with LFP Consultants for a number of years now and would recommend them to anyone. 5 star service in everything they do .
Top company, professionally run by caring and considerate staff, always with the clients best interests at the forefront of everything they do.
Victoria Foster
May 25, 2021
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I have been a client of LFP for several years. I am extremely pleased with the services I receive from the company. They are always professional, approachable and explain things in a very clear manner. All members of staff I have dealt are excellent in client management and I am thoroughly satisfied with the manner in which they manage my investments. I would recommend the company to anyone who is seeking financial services.
Caroline Smith
May 22, 2021
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Brendon is always keen to help with our financial questions and supports the whole family in financial decisions. He gives us a range of options to consider but encourages us to make up our own minds depending on our individual circumstances. The paperwork we receive is always detailed and comprehensive. The office staff are efficient and knowledgeable.
Sophia Williams
Apr 25, 2021
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Positive: Professionalism, Quality, Responsiveness
Enjoy working with Mark and the team at LFP. They’re excellent at listening, understanding and articulating what products suited my circumstances. Their annual reviews are welcome. I feel assured that they’re taking care of my money. Highly recommended.
Enjoy working with Mark and the team at LFP. They’re excellent at listening, understanding and articulating what products suited my circumstances. Their annual reviews are welcome. I feel assured that they’re taking care of my money. Highly recommended.
Chris Whitfield
Apr 12, 2021
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Mark Chester was my father’s FA and was a wonderful support to my mum when he passed, dealing with everything including complicated probate without being asked. He has also been my FA for almost 20 years and his advice has been sound and well thought out which has served our family very well on investment returns and on retirement planning. I couldn’t recommend Mark anymore highly.
