Client Login
Log in to our secure client area
Email us
enquiry form
Complete our enquiry form and we will be in touch to discuss how we can help you
About Us
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.
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.
This will take you to a screen asking for basic contact details, and to a second screen asking you to identify your financial priorities. Don't worry if you don't complete it all the first time - you will be given a username and password to enable you to log back in and complete or amend your details whenever you like.
Once logged in you can use a range of enquiry forms to contact us, or print off forms which we might ask you for in order to advise you further.
Once you have become a client you will have access to the Clients-only area of our site, where you will have all the above features plus
- useful financial factsheets
- further document downloads
- screens for input of your full financial situation, so that we are well informed
We look forward to being able to help you plan your financial future.
To arrange an appointment
- Call us on 01704 228120 (Southport) 01582 462709 (Harpenden) or 01704 898570 (Burscough)
- 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.
Meet the team
