0330 038 8941
Based in Barnsley
View locationChecks carried out by VouchedFor
FCA Regulated
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 June 2025
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Liam has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Liam has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Liam has provided information on their typical fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 June 2025
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Liam has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Liam has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Liam has provided information on their typical fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My aim is to deliver open and easy to understand advice, specialising in retirement planning, pensions, investments and protection. My expertise as a Financial Adviser is underpinned by over a decade of experience in Financial Services and holding a diploma in Regulated Financial Planning. I strive to develop a personable and trustworthy relationship with all clients by taking the time to listen to your financial needs and providing tailored solutions. Crosby Financial Planning Ltd advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
Offers available through VouchedFor
Contact Liam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Liam's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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Adviser Disclaimer
Crosby Financial Planning Ltd advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.