Get in Touch
We're here to answer your questions and help you take the next step toward financial confidence.
Contact Information
Office Address
42 Castle Street
Liverpool
L2 9SH
United Kingdom
Office Hours
Monday – Friday: 9:00 AM – 5:30 PM
Saturday: 10:00 AM – 2:00 PM
Sunday: Closed
About Our Location
Our office is located in the heart of Liverpool's business district on Castle Street, easily accessible by public transport and within walking distance of major landmarks.
Castle Street is one of Liverpool's most historic streets, home to numerous businesses and professional services. We're situated between the Liverpool Town Hall and the Royal Liver Building, making us easy to find whether you're coming from the city center or the waterfront.
Getting Here
By Train
From Liverpool Lime Street Station, it's a 10-minute walk. Exit onto Lime Street, head toward St. George's Hall, then continue down William Brown Street and turn left onto Castle Street.
By Bus
Multiple bus routes stop near Castle Street. The closest stops are on Lord Street and Dale Street, both less than 3 minutes' walk from our office.
By Car
There are several car parks nearby including Q-Park Liverpool One and Liverpool ONE Bus Station car park. Street parking is limited but available on surrounding streets.
Accessibility
Our office is on the ground floor with wheelchair access. If you have specific accessibility needs, please let us know when you contact us.
What to Expect
When you reach out, here's what happens next:
Quick Response
We typically respond to emails within one business day. We'll acknowledge your message and ask a few clarifying questions about what you're looking for.
Service Recommendation
Based on your situation, we'll suggest which service best fits your needs. If you're unsure, we'll recommend starting with a Financial Health Check.
Schedule a Session
Once you're ready to proceed, we'll schedule a time that works for you. Sessions can be in-person at our Liverpool office or conducted remotely.
Preparation Materials
Before your session, we'll send a brief questionnaire to help us understand your situation. This ensures we make the most of our time together.
Questions Before Contacting?
Not at all. Just reach out with a brief description of what you're looking for help with. We'll guide you through any preparation needed once we schedule a session.
The initial email exchange to determine which service fits your needs is free. Our paid services begin when we schedule a formal session. All pricing is transparent and discussed upfront.
We work by appointment to ensure we can give you our full attention. However, if you're in the area and want to drop off documents or ask a quick question, feel free to stop by during office hours.
Yes, we conduct sessions both in-person and remotely via video call. Many clients prefer remote sessions for convenience, and the quality of service is identical.
It depends on our current schedule and your availability. We typically have openings within one to two weeks. If you have an urgent situation, let us know and we'll do our best to accommodate you sooner.
While we're based in Liverpool, we work with clients throughout the UK via remote sessions. Our advice takes into account UK-specific financial regulations and tax implications regardless of where you're located.
Ready to Take the Next Step?
Send us an email at [email protected] and let's start the conversation.