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Welcome
Where we are
We are a firm of Independent Financial Advisers based in Southport, Merseyside, Burscough, Lancashire and Harpenden, Herts.
Who we are
Our advisers David Halsall, Brian Brett, Mike Moran, Rick Hollington & Jon Routledge have worked in financial services for a combined total of over 100 years and work with a limited number of clients specialising in pension and investment advice.
What we offer
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.
How we work
As we are a firm of Independent Financial Advisers it means that we are 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.
How we meet with you
We are more than happy to arrange an initial meeting at no charge in either of our offices or at your home or place of work to establish whether you wish to entrust your finances to our firm.
Authorisation
Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority. Pensions & Wealth Management Services Ltd can be found on the FSA register (http://www.fsa.gov.uk/register/firmSearchForm.do) under reference 455109.
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.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109
Registered in England & Wales, No. 5860471 Registered Office: Suite 26, Century Buildings, Brunswick Business Park, Tower St, Liverpool, L3 4BJ
Neither Pensions & Wealth Management Services Ltd 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, Burscough, Lancashire, Harpenden, Herts, UK