Financial Planning Consultant DipPFS in London
As a diploma-qualified financial planning consultant, I help individuals, families, and small business owners make confident decisions about their financial future. I provide personalised advice on wealth planning and financial protection, supporting clients through life’s key milestones. From retirement and investment planning to business and personal protection, I focus on clear, practical, tax-efficient solutions. Based in Buckhurst Hill, I offer flexible meetings in person, by phone, or virtually, providing guidance that is personal, reassuring, and tailored to your needs.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Home contents insurance, buildings insurance.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Buckhurst Hill
Essex
IG9
United Kingdom
Liam is located in Buckhurst Hill and offers expert financial advice covering the Essex and London area.
My career has been focused on the Financial Services sector for nearly two decades, with the majority of that time spent building strategic relationships. This experience has helped me focus on delivering personalised advice that supports clients in making informed decisions and achieving both their financial and personal goals.
I work closely with my clients to support them with:
Outside of work, I’m a husband, a father, and a proud family man. I enjoy discovering new foods, family days out, experimenting with nutrition, and diving into podcasts that spark curiosity and fresh ideas.
Everyone is different, and that’s something I value. If there’s anything that would help you feel more comfortable or supported, just let me know — I’m always happy to tailor meetings and communication styles so you feel fully understood.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 April 2026.
