Financial Planning
For The Future
What We Do
We help individuals and businesses with a variety of financial matters.
These include putting protection in place for loved ones, investing money, or planning for retirement.
Savings & Investments
Aimed at those who are interested in investment products with more risk attached than a savings approach based on deposit accounts.
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 you receive professional and impartial advice to suit your circumstances in later life.
Retirement Planning
You may be aware that there have been a number of changes over the last year to the way in which you will be able to take your pension benefits.
Protection Planning
You may not have achieved financial independence, but you will probably need some form of protection for yourself and your family.
Mortgage Advice
Whether you are taking your first steps on the property ladder or a professional buy to let investor we will be able to help.
Reason We Stand Out From The Crowd
Knowing who to turn to can be hard in a densely populated world of financial professionals.
Nevertheless, some key features of our business make us stand out from the crowd:
Financial Planners
At PWS Financial Consulting Southport, we believe in putting you first. Unlike many Financial Advisers who focus solely on your money, our team of dedicated Financial Planners begins with you.
Our service goes beyond short-sighted transactions; we take the time to understand your needs, goals, and aspirations in both the short and long term. Your future is our priority, and your financial success is what we plan for. Trust us to prioritise your financial well-being and work towards a brighter future together.
Independent
Independent financial professionals at PWS Financial Consulting Southport offer bespoke financial recommendations tailored to your needs.
With no affiliations to any particular product or provider, our dedicated team works diligently to select the most suitable solutions for your unique situation. Experience the freedom of unbiased advice from experts who prioritise your financial well-being.
Experts
At PWS Financial Consulting Southport, our Financial Planners bring years of industry experience to the table.
Their extensive qualifications and long-standing relationships with generations of clients showcase their profound knowledge and expertise. Trust our experts to guide you towards financial success.
Pension Transfer Gold Standard
We take pride in being a firm that has successfully attained the Pension Transfer Gold Standard in accordance with the rigorous criteria established by the Personal Finance Society.
Find out more about this prestigious recognition here → [link].
Work Nationwide
PWS Financial Consulting Southport: We work Nationwide. Although we are primarily based in Liverpool and Southport, our services extend to clients all across the UK.
In addition, we are committed to utilising technology to our advantage, offering the convenience of phone or video meetings.
Safe Pair of Hands
We are regulated by the Financial Conduct Authority (FCA).
You can find our entry on the FCA register by clicking here →