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Testimonials

Very impressed with the advice received

I found Catterall Keating via the website unbiased.co.uk. I have been very impressed with the advice received regarding my private pension and feel my concerns have been well addressed by taking the advice of Julia Brown. After a slight problem with the investment company Karen Catterall contacted them on my behalf and quickly resolved the matter with great professionalism.

Colin Jones Liverpool 4th May 2017

I now feel comfortable about my plans for income in retirement

I approached Julia to review my employers pension scheme as I had read a lot about work place pensions. I now understand how my pension works and feel comfortable about my plans for income in retirement.

Kerry O’Brien Grassendale 23rd March 2017

Impressed with level of service and professionalism

Catterall Keating Financial Planning Limited reviewed my pension options, life assurance and investments when I took early retirement. I was impressed with their level of service and professionalism.

Neil Johnson Liverpool 27th January 2017

Thanks to Julia

I was recommended to Catterall Keating by a family member as I was concerned that I had no income protection cover in place and did not have this benefit with my employer. I now feel relieved that as a father of three young children this area of advice has been addressed and put in to place. Thanks to Julia.

John Edwards Northwich 14th October 2016

So pleased with her recommendations and the money saved in relation to my life cover

Prior to my wedding I asked Julia to review my pensions & life insurance. I was so pleased with her recommendations and the money saved in relation to my life cover that I recommended my mum, dad and sister to her for a financial review.

Lucy Ellen Jeffs Rudheath 1st August 2016