O'loughlin & Co
Financial planning and wealth management advice for individuals and businesses in the UK
Highlights
- New on EvolcAdded 2026-11-08
About O'loughlin & Co
O'Loughlin & Co provides bespoke financial planning and wealth management advice, including retirement planning, pension reviews, inheritance tax advice and investment portfolio reviews. It is SOLLA certified for later-life planning.
The practice serves individual and business clients and refers clients to selected specialists for services such as will writing, tax, legal advice, insurance and corporate lending. It is an appointed representative of St. James's Place Wealth Management and advises on its wealth management products and services.
O'Loughlin & Co Ltd was founded in 2014 and is based in Liverpool, with a Canary Wharf office covering the London area. It serves clients throughout the UK.
Product: Bespoke financial planning and wealth management advice, including retirement, pensions, inheritance tax and investment portfolio reviews.
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