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About your local IFA in Harpenden and Southport

You will want to meet us and be assured that we are the right people for you, before you become a client - and we will want to be sure that we can help you in your particular situation.

 

The first step is for you to make contact with us so that we can arrange a meeting at a mutually convenient time and place, either with an IFA in Harpenden or Southport.

 

IFA Harpenden and Southport

 

You can do this by phoning us, by e-mailing us, by writing to us, by visiting our offices (see our Contact page) or by registering through our website. This way we can start to obtain some details about you, and enter you into our on-line database. Just click on the Client login button and then register your details online.

 

We look forward to being able to help you plan your financial future.

 

To arrange an appointment with your local IFA in Harpenden

 

Call us on 01582 462709 or email us at mail@pensionswms.co.uk

 

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

 

What makes us different

Building and maintaining long term relationships with all our clients is at the heart of what we do.

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How we work

As Independent Financial Advisers we are free to advise on financial products available from the whole of the market. We use advanced computer software to research, compare and select the most suitable deals currently available.

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How we are paid

There is no charge for the preliminary meeting and no obligation on either side, subsequent fees are based on our scale of charges and depend on the advice to be provided.

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PWMS policy

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Pensions and Wealth Management Services is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd is authorised and regulated by The Financial Conduct Authority- FRN 475973.

Registered Address: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne and Wear, NE35 9PF

Neither Pensions & Wealth Management Services nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Harpenden, Herts, UK

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk