01704 504383 Monday to Friday 9.00am to 5.00pm info@pwssp.co.uk

Investing In Your Future

Independent Financial Advice

As independent professionals, we have the freedom to make bespoke financial recommendations. We have no affiliation to any particular product or provider. Instead, we work for you; selecting the most appropriate solutions for your unique situation.

PWS Financial Consulting Southport

Call 01704 827403 to speak to a member of the Team or request a call back at a convenient time for you.

What We Do

We help individuals and businesses with a variety of financial matters. These include putting protection in place for loved ones, investing money, or planning for retirement.

PWS Financial Consulting Southport

Investment & Savings

Aimed at those who are interested in investment products with more risk attached than a savings approach based on deposit accounts.

PWS Financial Consulting

Retirement Planning

You may be aware that there have been a number of changes over the last year to the way in which you will be able to take your pension benefits.

Inheritance Tax Planning

If you thought inheritance tax was just for extremely wealthy people to worry about, think again, it could affect more people in the future.

PWS Financial Consulting Southport

Later Life Planning

It is important to ensure you receive professional and impartial advice to suit your circumstances.

PWS Financial Consulting Southport

Protection Planning

You may not have achieved financial independence and have dependents, but you will probably need some form of protection for you and your family.

PWS Financial Consulting Southport

Mortgage Advice

Whether you are taking your first steps on the property ladder or a professional buy to let investor we will be able to help.

Client Resources 

As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.

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