Helping You Navigate to Financial Security

Financial Planning for a Better Tomorrow Today

To Protect Your Health is to Protect Your Wealth

We cover all of the Northwest

Welcome to Beatties Financial Services

  • Would you like to retire on a comfortable income but don’t know how much you need to put away?
  • Have you collected pensions over the years but don’t know how well they are performing?
  • Are you target driven but haven’t a clue what to aim for when it comes to your pension planning?
  • Do you feel frustrated about the rates of return you are getting from the banks regarding your hard-earned savings?
  • Have you wondered how to make the most of your assets and investments in order to increase the level of inheritance you’d like to pass on to your loved ones?

If any of the above applies to you, Beatties can help.

Becoming wealthy doesn’t happen overnight. With the correct financial planning and advice you can make the correct financial decisions which will help to build and protect your wealth over time.

Our financial advisers can offer you a full review of your pensions and research the whole of the market to show you what’s best for you out there.

Being independent, we can shop around the whole of the market to help you select the best rates of growth in the market for your investments so that you can reach your financial goal quicker, and in a tax efficient manner.

We cover all of the Northwest region including ​Liverpool, Wirral, Formby, Southport, Cheshire, St Helens, Wigan, Leigh, Knowsley, Ormskirk and Manchester.

Come to Beatties Financial Services – Financial Planning for a Better Tomorrow Today.


Thank you for your good advice regarding my forthcoming retirement. You guided me through the whole process and took away any worries by handling the different issues in front of me. I now feel comfortable that my finances have been taken care of – no more headaches!
Sue, Ellesmere Port
Excellent service over the years. Trustworthy, extremely reliable and helpful. I would not hesitate to recommend the Beatties to any prospective clients –
Tom, Ainsdale
Professional service and the Beatties always put our interests first. Really approachable and they explain things without any jargon so it’s easy to understand. Happy to have them as our advisers in the past 4 years
Alison & Ian, Liverpool

For a free initial consultation with our financial advisers please get in touch:

Tel: 0151 236 2323   or   Email: