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INDEPENDENT ADVICE. DECADES OF TRUST.

INDEPENDENT FINANCIAL ADVISERS, ST. HELENS – 31 YEARS’ EXPERTISE

31 years of expertise as Paul Hart Independent financial advisers – Paul Hart delivers personalised financial solutions in St. Helens– Free consultations to suit your goals – FCA regulated expertise.

Call now for trusted, professional financial advice.

ABOUT OUR COMPANY

Making financial decisions can feel overwhelming, but with over 31 years of experience, our team provides trusted guidance to help you navigate every step with confidence. We specialise in Equity Release, Estate Planning, Wills And Trusts, mortgage advice, and life insurance, offering tailored advice to suit your unique needs. Our independent approach ensures clarity and peace of mind, and with our free consultation service, expert advice is always accessible. Whether you’re planning your estate, unlocking the value of your home through equity release, or securing the right protection for your family, we make the process straightforward and stress-free. Since 1994, we have been committed to supporting individuals and families across Merseyside in achieving their financial goals. Call us today to take the first step towards a secure and confident financial future.

​WHAT WE OFFER

Close-up of keys to a new home being held in hand
Architectural drawing of a modern open kitchen renovation in a loft with view of a lush garden
Man listening carefully to ensure full understanding during a conversation

EQUITY RELEASE

Unlock the value in your home to enjoy greater financial freedom in later life. We provide clear, independent advice on equity release, helping you make safe, informed choices that fit your future plans.

ESTATE PLANNING, WILLS AND TRUSTS

Protect your assets and secure your family’s future with expert estate planning. From wills and trusts to lasting powers of attorney, we offer tailored solutions to give you peace of mind.

MORTGAGE ADVICE, LIFE INSURANCE AND PROTECTION

Whether buying your first home, remortgaging, or safeguarding your family with insurance and protection, we provide independent, trusted advice to support your financial journey.

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WHY CHOOSE US?

  • 31 YEARS OF EXPERIENCE: Trusted expertise since 1994.

  • INDEPENDENT ADVICE: Tailored solutions, not tied to any provider.

  • FREE CONSULTATIONS: Accessible advice without upfront costs.

  • COMPREHENSIVE SERVICES: From equity release to life insurance.

  • LOCAL AND RELIABLE: Serving St Helens, Merseyside.

  • CLIENT-FOCUSED APPROACH: Your needs, your priorities.

  • TRANSPARENT GUIDANCE: No jargon, just clear advice.

YEARS OF EXPERIENCE

FREE CONSULTATION

TRUSTED ADVISORY

TAKE CONTROL OF YOUR FINANCES

Call Now To Speak With Expert Financial Advisers. Get Personalised Guidance To Secure Your Financial Future Today.

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