ADA Financial Consultants
AF
Financial Advisors
ADA Financial Consultants
51 Hoghton St, Southport PR9 0PG
# ADA Financial Consultants
ADA Financial Consultants is an independent financial advisory firm based in Southport, Merseyside, established in 1981. They provide comprehensive financial planning and advice to individuals and businesses across the North West of England.
The firm serves two distinct client bases. For individuals, they help navigate the complexity of financial products and media noise by offering tailored solutions for protecting, growing and managing wealth. This ranges from long-term financial planning to straightforward advisory services. For businesses, they address the additional layers of complexity that business owners face, including employee protection, property protection, tax-efficient investment strategies and retirement planning for both owners and employees.
What distinguishes ADA is their longevity and reputation built on recommendation rather than aggressive marketing. With four qualified advisers who have worked in the North West for many years, they pride themselves on accessibility and putting clients' interests first. Their experience allows them to serve multiple generations of families and adapt services to individual circumstances.
The firm operates a transparent, client-focused approach. They offer a free one-hour initial consultation to understand needs before proposing solutions. This consultative model, combined with their experienced and friendly staff, positions them as approachable experts rather than faceless institutions. As an FCA-authorised and regulated firm, they provide professional credibility alongside their personal service model.
ADA Financial Consultants is an independent financial advisory firm based in Southport, Merseyside, established in 1981. They provide comprehensive financial planning and advice to individuals and businesses across the North West of England.
The firm serves two distinct client bases. For individuals, they help navigate the complexity of financial products and media noise by offering tailored solutions for protecting, growing and managing wealth. This ranges from long-term financial planning to straightforward advisory services. For businesses, they address the additional layers of complexity that business owners face, including employee protection, property protection, tax-efficient investment strategies and retirement planning for both owners and employees.
What distinguishes ADA is their longevity and reputation built on recommendation rather than aggressive marketing. With four qualified advisers who have worked in the North West for many years, they pride themselves on accessibility and putting clients' interests first. Their experience allows them to serve multiple generations of families and adapt services to individual circumstances.
The firm operates a transparent, client-focused approach. They offer a free one-hour initial consultation to understand needs before proposing solutions. This consultative model, combined with their experienced and friendly staff, positions them as approachable experts rather than faceless institutions. As an FCA-authorised and regulated firm, they provide professional credibility alongside their personal service model.
Services offered
Pension planningMortgage adviceLife protection insuranceInvestment managementBusiness protection insuranceTax-efficient investmentEmployee retirement planningWealth management