★★★★★5.0 on Google from fewer than 10 reviews
TheWealthPoint — Liverpool
TheWealthPoint is an independent financial advice company offering financial planning, investment management, and support with retirement and pensions, estate planning and inheritance tax, and planning for business owners. Its aim is to explain matters plainly and directly.
What TheWealthPoint does — and what it typically costs in Liverpool
Every job below can be priced from this page. The ranges are what Liverpool homes typically pay, from Locufy's price guides. TheWealthPoint confirms the exact figure in a written quote — asking is free, with no obligation.
Accounts & tax
Legal
Business support
Typical prices from Locufy's UK 2026 price guides — each guide explains what the job involves and what moves the price. Mortgage broker and ber / epc assessor are also offered, priced on survey.
About TheWealthPoint
TheWealthPoint is an independent financial advice company offering financial planning, investment management, and support with retirement and pensions, estate planning and inheritance tax, and planning for business owners. Its aim is to explain matters plainly and directly.
You can ask for a written price on any piece of professional work from this page and compare it with other Liverpool advisers if you want to.
At a glance
- Trade
- Business and professional services
- Based
- Ste 6, Liverpool
- Covers
- Liverpool and 15 km around
- 5.0 · fewer than 10 reviews
- Hours
- Mon–Fri 9:30–17:00
- Quotes
- Written, free, no obligation
A written price, with no obligation
Describe the job
A line or two and a photo if you have one — it takes a minute.
TheWealthPoint prices it
Locufy passes it on; they come back to you with a written price.
Book, or compare
Happy? Book the date directly with them. Not sure? Compare quotes from other Liverpool advisers.
How TheWealthPoint is rated
As published on Google, refreshed on each visit.
Read the reviews on Google →Reviews from Locufy bookings appear here
Every Locufy review comes from a job booked through Locufy, so each one is a real customer. Booked TheWealthPoint? You can leave the first one after the job.
Have a question before you book?
Do they cover your area? How soon could they start? Ask here — Locufy passes it to them and emails you their answer.
Liverpool and the towns around it
Based in Liverpool, TheWealthPoint works across the city and about 15 km around it.
- Liverpool
- Birkenhead
- Ellesmere Port Town
- Wallasey
- Bootle
- Bebington
- Huyton
- Kirkby
- Prescot
- Heswall
Before you book
Who is TheWealthPoint's service aimed at?
It is aimed at professionals and families planning for life after work. The company also presents its approach as a way to make the most of retirement.
What financial planning areas does TheWealthPoint cover?
It covers retirement and pensions planning, estate planning with inheritance tax, and financial planning for business owners.
Does TheWealthPoint offer investment management?
Yes. It offers investment advice as well as full management of investments.
How can I get started with TheWealthPoint?
Start by booking a consultation, which is free. You can also call the team or send an enquiry through the website's contact page.
Get a written price from TheWealthPoint
You can compare it with other Liverpool advisers too.
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