Independent Financial Adviser in Southport
Helping you plan, protect, and grow your wealth with confidence.
About Us
Independent Financial Adviser in Southport
At PWS Financial Consulting Southport, we believe that financial advice should be personal, transparent, and built entirely around your goals. As independent financial advisers, we’re not tied to any banks, investment houses, or insurance providers — meaning our recommendations are based solely on what’s best for you.
With years of experience supporting individuals, families, and businesses across Southport and beyond, we take pride in delivering tailored advice that helps our clients make smart, confident financial decisions.
Our Approach
We start by listening. Understanding where you are today — and where you want to be tomorrow — allows us to create a clear financial plan that fits your unique circumstances.
Whether you’re looking to grow your wealth, protect your family, plan for retirement, or structure your business finances, we’re here to make the process straightforward and stress-free.
Our Advice is Always:
Independent
We work for you, not providers.
Objective
Every recommendation is based on evidence and expertise.
Ongoing
We review regularly to keep your plans aligned with your life.
Our Mission
At PWS Financial Consulting Southport, our mission is to empower every client with the clarity, confidence, and control needed to make sound financial decisions. We believe that great financial advice goes beyond numbers — it’s about understanding your goals, values, and aspirations, then creating a plan that helps you achieve them with confidence.
We are dedicated to building long-term relationships founded on trust, integrity, and results. Whether you’re planning for retirement, growing your investments, or safeguarding your family’s future, our focus remains the same — to provide professional, transparent, and personal advice that brings peace of mind at every stage of life.
Why Choose PWS
Choosing the right financial adviser is one of the most important decisions you can make. At PWS Financial Consulting Southport, we offer:
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Independent and Unbiased Advice – As independent advisers, we’re not tied to any providers. Our guidance is objective and based solely on what’s right for you.
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Personal Service from Local Southport Advisers – We take pride in offering friendly, face-to-face advice from a team that truly understands the needs of our local community.
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Transparent Fees and Clear Communication – We believe in openness at every stage, ensuring you know exactly how we work and what you’re paying for.
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Proven Experience Across All Areas of Financial Planning – From savings and investments to retirement, inheritance, protection, and business planning, our expertise helps you achieve long-term financial security.
At PWS, we don’t just manage your money — we help you build confidence in your financial future.
Meet Your Southport Adviser
At PWS Financial Consulting, our strength lies in our people. Our team of experienced, fully qualified independent financial advisers is dedicated to delivering clear, trustworthy guidance tailored to every client’s circumstances.
We combine technical expertise with genuine care — taking the time to understand what matters most to you, your family, or your business. Every member of our team shares the same commitment: to help you make confident, well-informed financial decisions that last a lifetime.
Steve Milford
Cert LTCP AdvDipFA Chartered ALFBF
With over 20 years of experience in financial planning, Steve brings extensive knowledge and practical insight to every client relationship. Specialising in retirement, investment, inheritance tax planning and later life planning, he focuses on developing tailored strategies that align with each client’s unique goals and circumstances.
Known for a personal, straightforward, and results-driven approach, Steve takes pride in building long-term relationships based on trust and transparency. Having guided individuals, families, and businesses across Southport and the wider region, he is dedicated to helping clients achieve lasting financial stability and peace of mind — both now and in the future.
“Steven gave me several options to review, gave me the time to digest the information and helped me with my decision.”
“Always takes the time to explain the options available and keeps in regular contact, especially through some difficult times in my life.”
“Steve put a financial plan in place to enable me to look after my requirements and my son’s needs as he was only young at the time ”