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Crosby Financial Planning Limited

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Bio

Liam is an experienced Financial Adviser with 10 years experience in the financial industry and a Diploma in Financial Planning.

After four successful years as a Financial Adviser with Prudential Financial Planning, Liam was delighted to establish his own financial advice business, Crosby Financial Planning Ltd, as part of The Advice Partnership from Prudential.

Liam has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Liam takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Liam provides sound, personal and expert advice.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

Liam has provided me with invaluable information and experience, when sorting out my pension. Nothing has been too much trouble, I look forward to Liam managing my fund through Prudential for the years to come.

February 2021

Very professional, informative and knowledgeable. Liam sorted my pension and explained everything clearly, offering me options to suit my lifestyle. I am enjoying my retirement thanks to Liam who's support, advice and guidance is priceless. Peace of mind.

February 2021

Liam is my personal financial adviser. He has advised me on my pension fund, giving me all the options available of what to do with it. His advice was unbiased. He took into account my circumstances. He has been there for me with good advice and help. I would recommend him.

February 2021

When I decided to get a financial adviser, I contacted Prudential. I was advised Liam Crosby would come and see me, which he promptly did. I felt immediately at ease because he was easy to talk to. He looked at our savings and pensions and agreed to create a plan. He advised the best way to access my pension tax liability and gave a written plan on how to proceed. I would recommend Liam, he is very thorough and easy to deal with. He still contacts us to see if everything is still ok.

March 2021

I first contacted Liam with regards to consolidating my pensions.  Liam is very understanding and has a personal approach when dealing with individual circumstances.  He was very knowledgeable and informative when describing the choices available to me.  He made the whole process easy to understand and was very transparent and professional. I would not hesitate in recommending his services.

March 2021

I would thoroughly recommend Liam for help with financial advice. Liam has helped with my pension in a very professional and friendly manner and I am very happy with his service.

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Liam Crosby

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Crosby Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.