ADA Financial Consultants, Southport, Merseyside

ADA Financial Consultants was established in 1981 and has grown to become one of the town's oldest and most respected firms of Independent Financial Advisers.

We are proud that our business has grown through recommendation and that we now advise many generations of families.

We have four qualified Advisers, all having worked in the North West area for many years. They, along with our experienced and friendly staff are committed to providing you with expert advice, being easy to deal with and acting in your best interests at all times.

Our clients are spread mainly over the North West of England, and our vast experience allows us to provide a range of services tailored to suit the needs of both individual and corporate clients.

Individuals & Businesses

Individuals
Life is full of challenges and the amount of 'media noise' about financial products leaves many people feeling confused. We aim to reduce the confusion and help you select the best solution whether you want to protect, grow or manage your money/wealth.
 
So whether you are looking to develop a long term financial plan or you just need straightforward financial advice we have the right adviser available to suit your needs

Business
Life for a business owner is even more challenging, with the added complexity of legislation.
 
We help many businesses by ensuring they have the correct level of protection in place whether it is for people or property. We advise on how to invest your hard earned profits in the most tax efficient manner and ensure you receive the best retirement planning advice both as an owner and for your employees

Inital Meeting


We are confident in our ability to provide an expert, professional and friendly service. We offer a free initial consultation of one hour when we listen to your needs prior to agreeing the best way forward for you.

For more information about our services contact us on 0844 414 1096. You can also send us a message via the enquiry form on the contact page

Authorised and Regulated by the
Financial Conduct Authority