Independent Financial Advice in Southport
Helping you plan, protect, and grow your wealth with confidence.
Welcome PWS Financial Consulting Southport
Independent Financial Advice in Southport
Your trusted independent financial adviser in Southport, dedicated to helping you make confident choices about your money and your future. We provide friendly, expert advice across retirement planning, savings and investments, inheritance tax planning, protection planning, business financial planning, and later life planning.
As truly independent advisers, we’re not tied to any providers — ensuring every recommendation is based solely on what’s right for you. At PWS, we make financial planning simple, personal, and focused on your long-term peace of mind.
What We Do
At PWS Financial Consulting Southport, we provide expert, independent financial advice to help individuals and businesses make informed decisions that shape a secure and prosperous future.
Our services cover every stage of life — from protecting your loved ones with tailored insurance and protection plans, to growing your wealth through strategic savings and investment solutions designed to maximise long-term returns. We also specialise in retirement planning, helping you build a clear, sustainable strategy that supports the lifestyle you want and ensures lasting financial confidence for the years ahead.
Savings & Investments
It is designed for individuals seeking investment products that carry a higher risk profile compared to traditional savings strategies reliant on deposit accounts.
Retirement Planning
You may be aware that there have been several changes over the last year to the way you can take your pension benefits.
Inheritance Tax Planning
If you thought inheritance tax was just for extremely wealthy people to worry about, think again, it could affect more people in the future.
Later Life Planning
It is essential to ensure that you receive professional and impartial advice tailored to your circumstances in later life.
Protection Planning
From booking flights and accommodations to arranging tours and activities, we handle all the details so you can focus on enjoying your trip.
Business Financial Planning
Running a business means staying focused on priorities—managing pensions and insurance can be an unnecessary distraction from your core goals.
We help individuals and businesses make the most of their money.
At PWS Financial Consulting Southport, our advice evolves with you — because your financial priorities change as life moves forward. Whether you’re just starting to build your wealth, balancing family and career commitments, or preparing for a comfortable retirement, we provide tailored guidance every step of the way.
For businesses, we offer independent advice on protection, pensions, and strategic planning — ensuring both you and your enterprise thrive at every stage.
In your 20s and 30s
We help you establish strong financial foundations — from budgeting and saving to investing for long-term growth and protecting your income.
In your 40s and 50s
Our focus shifts to growing and safeguarding your assets, planning for your children’s future, and ensuring your retirement goals stay on track.
In your 60s and beyond
We guide you through later-life planning, income management, inheritance and estate strategies — helping you enjoy the rewards of a life well planned.
Why We Standout From The Crowd
Financial Planners
Unlike many financial advisers, financial planners focus on you, prioritizing your needs and goals for long-term planning.
We Are Independent
As independent professionals, we offer tailored financial advice, free from product affiliations, to provide solutions for your needs.
Expert Financial Planners
We bring years of experience, reflected in their qualifications and lasting client relationships across generations.
Pension Transfer Gold Standard
We’re proud to have earned the Pension Transfer Gold Standard from the Personal Finance Society. Learn more here.
We Work Nationwide
Although based in Southport and Liverpool, we proudly serve many local clients as well as others across the UK.
Safe Pair of Hands
We are regulated by the Financial Conduct Authority (FCA). Our entry on the FCA register can be found by clicking here.