Monday to Friday, 9.00 am to 5.00 pm.

Southport Office Telephone: 01704 827403

Liverpool Office Telephone: 0151 227 4792

Email: stevemilford@pwsfc.co.uk

I have worked in the Financial Services industry since 2005 and became a Financial Adviser in 2008. Initially, I had the privilege of working alongside my mother, Cilla Milford, at PWS Financial Consulting in Liverpool.

As a hands-on financial adviser, I manage my clients’ financial planning needs and their accounts for a seamless process that ensures accountability and reliability.

Embracing new technology, I strive to benefit both clients and the environment by reducing paper consumption in the workplace.

Depending on the service you require, our first meeting is an opportunity for us to get to know each other better, and it is complimentary (excluding the hourly rate proposal). You won’t make any decisions in this meeting, but you will leave with a clear understanding of how I can assist you and the associated costs.

My services include investment, retirement planning, protection, and inheritance tax planning. I prioritise face-to-face interactions with my clients, and we typically meet at least once a year to ensure their financial well-being.

Outside of work, I enjoy participating in various sports, with football particularly close to my heart.

Additionally, I cherish exploring new destinations while travelling and creating memories with my family.

• Certificate in Financial Planning
• Certificate in Discretionary Investment Management
• Diploma in Financial Planning

• Level 6 Diploma in Financial Advice (Adv DipFA®)

• Certificate in Long Term Care and Later Life Planning (CertLTCP)

The Financial Conduct Authority (FCA) must authorise all regulated financial advisers.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have completed the required amount of Continuous Professional Development (CPD).

At PWS Financial Consulting Southport, we believe in putting you first. Unlike many Financial Advisers who focus solely on your money, our team of dedicated Financial Planners begins with you.

Our service goes beyond short-sighted transactions; we take the time to understand your needs, goals, and aspirations in both the short and long term. Your future is our priority, and your financial success is what we plan for. Trust us to prioritise your financial well-being and work towards a brighter future together.

Independent financial professionals at PWS Financial Consulting Southport offer bespoke financial recommendations tailored to your needs.

With no affiliations to any particular product or provider, our dedicated team works diligently to select the most suitable solutions for your unique situation. Experience the freedom of unbiased advice from experts who prioritise your financial well-being.

At PWS Financial Consulting Southport, our Financial Planners bring years of industry experience to the table.

Their extensive qualifications and long-standing relationships with generations of clients showcase their profound knowledge and expertise. Trust our experts to guide you towards financial success.

We take pride in being a firm that has successfully attained the Pension Transfer Gold Standard in accordance with the rigorous criteria established by the Personal Finance Society.

Find out more about this prestigious recognition here → [link].

PWS Financial Consulting Southport: We work Nationwide. Although we are primarily based in Liverpool and Southport, our services extend to clients all across the UK.

In addition, we are committed to utilising technology to our advantage, offering the convenience of phone or video meetings.

We are regulated by the Financial Conduct Authority (FCA).

You can find our entry on the FCA register by clicking here →