We are a family run firm of Independent Financial Advisers who provide impartial financial advice to individuals and businesses in the Liverpool and Wigan areas as well as the whole of the North West.
With more than 50 years’ of experience in the financial services industry, we are a long established firm of financial advisers based in Liverpool City Centre (near the Passport Office) and we are proud to announce that we now also have an office in Pemberton, Wigan.
Whether you want to start planning your financial future or review your current situation, we’ll be able to help. Our financial advisers provide a bespoke service which is tailored to achieve your aims.
How We Work
We offer an initial meeting free of charge. It helps us to understand your circumstances and how we can help you.
It’s important that you feel totally comfortable with us as your financial advisers so that we can go on to forge a solid relationship together built on trust.
Meetings can be held either at our offices in Liverpool or Wigan, or at your home.
We cover all of the Northwest region:
- Merseyside – Liverpool, Wirral, Formby, Southport
- Lancashire – Wigan, St Helens, Leigh, Knowsley, Ormskirk, Preston, Blackburn
Every plan starts with a conversation and this is the full service we offer as financial advisers:
- free-of-charge initial consultation with our financial adviser centred upon your financial aims and needs
- in-depth look at how your finances stand and where you would like to take them
- thorough research into strategies and products right for your agreed objectives
- analysis and report by our financial adviser on our conclusions, with suggested financial strategies to suit your needs
- to agree and implement a financial plan going forward
- subsequent periodic reviews by our financial adviser to help you navigate towards your financial goals