Welcome to O'Loughlin & Co Financial Planning
O'Loughlin & Co is a Chartered Associate Financial Planning Practice with over 20 years' experience. We specialise in pre/post retirement strategies including existing pension reviews, Inheritance tax advice, Investment portfolio reviews and all aspects of later life planning, being SOLLA certified.We have many long-term clients throughout the UK, with a main practice office in Mossley Hill Liverpool, and the London area extensively covered via our Canary Wharf office.
All of our financial advice is bespoke and tailored to each clients needs. We pride ourselves on the service we provide and the ethos of always doing what we say we are going to do.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
WHAT WE DO
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 22/07/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
O'Loughlin & Co Financial Planning is a trading name of O'Loughlin & Co Ltd. O'Loughlin & Co Ltd is registered in England and Wales, Number 9243402. Registered Office: 11a Allerton Road, Liverpool, L18 1LG.
