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The Best Financial Advisors In Wirral
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Wirral Financial Services Ltd was founded in 2002 and started in a small office in Meols on the Wirral before taking on larger premises in Heswall. The company continued to grow and in 2013 we moved to our new offices in Hoylake, Wirral.
We provide advice to customers throughout the North West but primarily the Wirral, Chester, North Wales and Liverpool area. Before making any recommendations we independently research the market and identify the most suitable product or investment fund.
We endeavour to offer the option of either fee-based or commission only advice in any event our first meeting is not charged to the client. When planning your finances, it is important to distinguish the difference between savings and investments. Savings are generally funds that you set aside, but can be accessed relatively quickly.
These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of ‘saving’ is into a bank account (‘deposit’ account) where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back and possibly some interest.
Investments are designed to be held for a longer term, usually at least 5 years. You need to be comfortable with tying up this money for a period of time, and should not consider investments unless you have some savings in place. Most investments are not guaranteed to return your money in full, although do offer the prospect of potentially higher returns than deposit accounts. Returns, risk and volatility are the factors that will determine a suitable place for your savings.
Services
Office
Lake House, Lake Pl, Hoylake, Wirral CH47 2DN, United Kingdom
We are an independent financial advice firm specialising in Pensions and Investments. Our aim is to provide clear, impartial financial advice to our clients.
Our goal is to give direction to our clients’ finances, looking to plan for the long term whilst being mindful of all of life’s surprises along the way. We follow a best advice principle offering a friendly and relaxed service, helping you understand personal finance.
Endeavour Financial Planning is part of the £200 billion The On-Line Partnership Limited who are backed by Russell Investments. We contribute to the national financial press and hold near £100 million of funds under advice. Dealing with a host of corporate clients, company directors, contractors and a range of individuals in or around retirement, we help you plan for your future.
We’ll arrange an initial meeting at our expense, enabling us to learn more about you and let you get to know us. This involves gathering detailed financial information about you to build a comprehensive picture of your current finances and future plans. Contact us today to arrange your no-obligation initial meeting.
Services
Office
Lake House, Lake Pl, Hoylake, Wirral CH47 2DN, United Kingdom
At Arrowe Financial Ltd our aim is to provide exceptional service to both private and corporate clients. Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing our clients all have in common is the desire to have their wealth protected, supported and developed.Through our bespoke service, we endeavour to achieve these aims.
Our core values and principles are at the heart of our business. We build long-standing relationships with clients and appreciate the importance of each client’s individual challenges and aspirations. Our advisers combine expert technical knowledge, experience and industry awareness when producing a financial planning strategy specifically tailored to each clients.
There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment. There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.
This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available. A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.
Services
Office
85 Irby Rd, Pensby, Heswall, Wirral CH61 6UZ, United Kingdom
Simon Kershaw and Associates Ltd ( IFA )
At Simon Kershaw & Associates Limited our highly skilled and experienced professionals look forward to working with you to find the most effective way to meet all your financial needs. Simon Kershaw and Associates Limited was incorporated in December 2002. It was set up by Simon Kershaw, an Independent Financial Adviser from the area.
He had worked at other financial advice firms previously and had wanted to start his own company. He began with a few workers and slowly started to build up his customer base. Over the years advisers came and went and clients joined the customer base.
In October 2014, Simon died of cancer and the business was handed over to Christine Kershaw, his wife. Since then, Christine has been moving the business into the 21st century by getting a new team of advisers and offering advice on different products. The team of advisers are Malcolm Watters, Dean Ward, Emma Hughes, and Lewis Jones.
Christine has brought the business up to date by developing a website, using an online database and having a more welcoming office. The business has now really begun to prosper and is constantly gaining new customers.
Christine helps to do the paperwork for all of the advisers and works the databases as well as answering the phones. The business has grown from only having the front office of the building to owning two extra offices in the building and a kitchen in the back.
Services
Office
The Old Bakery, 72 Sandy Ln, West Kirby, Wirral CH48 3JA, United Kingdom
Tim Williams Financial Planning
The great joy of financial freedom is having your heart and mind free from worry about life’s uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
We are authorised to advise on Final Salary Pension Transfers, Pension Drawdown, Investments, Inheritance Tax planning, Equity Release, Mortgages and protection. In order to provide the highest standards of financial advice to our clients, we choose to work in partnership with Quilter Financial Planning as a Restricted Plus appointed representative.
Working within Quilter allows us to use our local expertise, while benefiting from the support that comes from being part of a national organisation. Quilter Financial Planning, part of Quilter, is one of the leading distributors of financial advice services in the UK with more than 3,300 advisers looking after the interests of customers nationwide.
Services
Office
27 Heyville Rd, Bebington, Wirral CH63 2HZ, United Kingdom
Chester Partnership – Financial Planners
In an increasingly complex and demanding world, we believe it has never been more relevant that financial planning & advice is provided with ‘Integrity and Knowledge’ underpinned by robust systems and controls.
Since the very beginning our vision has been to create a firm recognised as being ‘a little bit special’ – one that stands out with our commitment to keep you, our client at the centre of everything we do.
15 years on, we’re proud of our achievements and the focus is still as sharp as ever! Now recognised as an award winning firm, we have a highly experienced team of 10 advisers and 2 trainee advisers with expertise covering all areas of financial planning.
Our advisers are supported by 10 members of staff to ensure a quality service is provided to all our clients. Every individual client is unique and so we pride ourselves on taking the time to understand your needs and tailoring our approach, as well as financial, investment and service solutions to match your needs and wants
When accepting an appointment to act on your behalf we accept the responsibility that goes with it to make you aware of any potential risks that may exist within your financial affairs. It is the management of our clients’ risks that has inspired our website & Riskograph – we hope you find it helpful!
Financial advice is generally fairly narrow in its focus, dealing with very specific needs in one, or more areas of your finances. Often advice will result in a recommendation to purchase financial services products suitable to satisfy the needs identified.
Financial planning takes a much broader view of your circumstances with the objective a developing an overall Plan considering all aspects of your needs, objectives and priorities. Financial products may still be part of the overall solution, however not until The Financial Plan has been written and agreed.
Over the past 30 years we’ve experienced constant change and yet, in reality nothing much has changed in terms of the basics – the five fundamental areas described above!
That is until recently, when we recognised we’ve been missing a SIXTH important and fundamental area – the general health and well being of the people we advise! Advice that is not necessarily about money or financial services products, but is more so about your personal well being!
Services
Office
Oaklands Business Park, Hooton Rd, Hooton, Ellesmere Port CH66 7NZ, United Kingdom
Williams Birley Wealth Management
We help our clients address simple and straight forward issues and also resolve complex and multi-faceted problems. Our objective is to be your trusted partners in setting financial goals and creating clear financial solutions.
We appreciate that your financial situation is unique and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial situation.
As principals of this Wealth Management Practice and a Partner Practice of St. James’s Place Wealth Management, we are well placed to assist you in your financial planning. We have a Practice that has built a reputation for offering intelligently planned tax solutions, income and retirement strategies, expert investment planning advice and employee benefit schemes.
We provide face to face advice and specialise in meeting the financial needs of both private and business clients. We help our clients address simple and straight forward issues and also resolve complex and multi-faceted problems.
In every situation, we respond with reliable and personal advice to suit your individual or corporate requirements and to provide you with the peace of mind that comes from knowing that your affairs are in order and regularly monitored.
Services
Office
Brimstage Hall, Brimstage Rd, Cheshire, Birkenhead, Wirral CH63 6JA, United Kingdom
Willson Grange Limited was founded in 2000 by Financial Adviser Stuart Willson. Since then, the company has grown and evolved to become one of the most professional and experienced IFA firms in the north west, offering a compassionate face-to-face financial planning service you can trust.
We know from experience that every person we see will have their own set of responsibilities, ambitions and areas of worry. We treat each client as an individual, never handing out off‐the‐shelf solutions: what works for one person just wouldn’t work for another.
Our tried‐and‐tested method is a six‐step fact‐finding process that leads to an agreed personal Financial Plan for every client. It begins with a frank, but encouraging, discussion about lifestyle goals, moves on to perceived barriers and risks, and ends with agreeing a plan based on expertly researched and individually tailored solutions.
The beauty of such a personalised plan is that everyone, client and adviser, has a complete understanding of the situation and what areas need to change to reach specific goals. It has the effect of simplifying a person’s affairs, offering protection of their assets and giving them not only peace of mind, but that all‐important ability to feel, and indeed to be, in control of their finances, all of the time.
Services
Office
50 Grange Road, West Kirby, Wirral CH48 4EF
Will Cunningham Wealth Management – Financial Advisor
When providing financial advice it is important to understand that individual and business needs require a different approach. Long term financial ambitions, aspirations and attitude to risk vary, and these will change over time.
My service is based on the highest possible professional standards and recognises that each client is unique. On that basis, I construct a bespoke service aimed and tailored to their own financial needs and future planning.
I have a genuine passion to help clients understand their financial positions and help them by providing solutions in a simple and straightforward manner.
We do not provide ‘off the shelf’ solutions. We put our clients at the heart of everything we do. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
I am totally committed to providing my clients with the highest quality holistic financial advice. I look after clients across a wide range of backgrounds including Individuals, Business owners, Trustees and Charities and build long term relationships based on mutual trust, excellent customer service and highest quality advice.
Services
Office
50 Grange Road, West Kirby, Wirral CH48 4EF
Contact: Will Cunningham Wealth Management – Financial Advisor
At Avista we understand how complicated financial services can seem. With an average of over 20 years’ experience and the highest standards of professionalism the advisers at Avista have been keen to embrace new technology and adapt quickly to the changing market place. With a team of financial advisers based across Cheshire, North Wales and Merseyside, we’re only a phone call or short drive away.
From our newest member of staff, administration assistant Lauren, to John, a financial adviser since 1989, our one goal is to make sure our clients get the best possible, completely unbiased independent advice through all stages of their lives.
Since setting up Avista in 2007, we have been keen to help individuals and firms with all types of investment, pension, mortgage or protection queries. We won’t try and ‘sell’ products or use industry jargon to further confuse you. We’re all individuals with families to protect, along with mortgages, pensions and saving. We’re here to help by using our professional expertise to provide a clear, impartial guide through life’s financial maze.
Lifetime mortgages are complex products. To understand the features and risks, ask for a personalised illustration. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up and you may not get back the full amount invested.
After our initial free, no-obligation meeting we will let you know the cost of our services. This cost is guaranteed not to alter, there will be no hidden extra costs and no other payments made to us by third parties and therefore no bias.
Services
Office
422 Chester Rd, Little Sutton, Ellesmere Port CH66 3RB, United Kingdom
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