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
What makes us different?
We strongly believe in building and maintaining long term relationships with our clients by understanding their needs, beliefs and requirements and in doing this help them to achieve the goals and aspirations they have for themselves, their companies and their families.
Based in the North West of England and with a strong presence in the South we are equipped to support you and/or your business through any challenges that may lie ahead.
As we are a firm of Independent Financial Advisers it also means that we are completely impartial and offer advice from across the whole market place to ensure that you get the most appropriate solution whether you are looking for advice at a personal or corporate level.
Our technical expertise, along with vast experience (4 advisers with over 80years combined experience) should provide peace of mind for all of our future and existing clients from day one, to retirement and beyond.
If there is any financial planning area in particular you wish to discuss or if you have any questions about our company or services then please feel free to contact us at any time.
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.