Liam Tollady Email & Phone Number

I am a Financial Adviser who believes that good financial planning involves taking a holistic approach. Whether it’s personal or professional, it’s important that any financial advice is tailored to you and regularly reviewed to ensure ongoing suitability.Within my role at Schroders Personal Wealth I aim to develop and maintain trusted long term relationships with my clients, offering responsive advice that allows for any changes in circumstances. Whether it's personal protection, business planning, retirement planning, savings or investment planning, we look for an approach that works for that client. Throughout my career relationship building has always been important to me, I love working with people and investing time to really help understand them and their needs. I have a wealth of experience within client management, and I am able to offer critically minded advice whilst still maintaining a personable approach.

Listed skills include Sales, Social Media, Customer Service, Team Leadership, and 42 others.

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  University Of Liverpool

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