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Welcome

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Where we are

We are a small firm of Independent Financial Advisers based in Southport, Merseyside and Harpenden, Herts.

Who we are

Our Directors David Halsall and Brian Brett have worked together in financial services for a combined total of over 50 years and work with a limited number of clients specialising in pension and investment advice.

What we offer

We aim to build and maintain long term relationships with our clients by understanding their needs and requirements and helping them to achieve their goals and aspirations.

How we work

Being independent means that we are impartial and offer advice from across the whole market place to ensure that you get the most appropriate solution.

Our main activities

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.

To arrange an appointment

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

The Financial Services Authority does not regulate National Savings or some forms of tax planning, offshore investments or school fees planning.

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

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

Pensions & Wealth Management Services Ltd
Registered Address:
Suite 26, Century Buildings, Brunswick Business Park, Tower St, Liverpool, L3 4BJ

Registered in England & Wales, No. 5860471

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.