Independent Financial Adviser in Southport

Helping you plan, protect, and grow your wealth with confidence.

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Get in Touch with PWS Financial Consulting Southport

We’re here to help you take the next confident step toward your financial goals. At PWS Financial Consulting Southport, your trusted Independent Financial Adviser, we make it easy to start the conversation.

Whether you’re looking for guidance on investments, retirement planning, or protecting your family’s future, our friendly team is ready to listen, advise, and support you every step of the way.

Get in touch

If you are interested in gaining further insights or scheduling a complimentary initial consultation, please do not hesitate to reach out to us. We are available for contact via phone, email, or by filling out the contact form provided below.

Please tick the box below to confirm you fully understand and accept the Privacy Policy. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products by email or by telephone.

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Alternative Ways to Contact Us

Postal Address

4th Floor, Exchange Station, Tithebarn Street, Liverpool L2 2QP

Phone

01704 827403 (Mon -Fri 9:00 am to 5:00 pm)

Email

info@pwssp.co.uk

Frequently Asked Questions

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What services do you offer?

We offer a range of financial consulting services, including retirement planning, investment advice, and tax planning.

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What should I bring to the initial meeting?

Please bring any relevant financial documents, such as bank statements, investment portfolios, and tax returns, to help us better understand your financial situation.

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Is there a fee for the initial consultation?

No, the initial consultation is free of charge. It’s an opportunity for us to understand your needs and for you to learn about our services.

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How can I contact you directly?

You can reach us by calling 01704 827403 during our business hours, Monday to Friday, from 9.00 am to 5.00 pm. Alternatively you can write to us at the address above or email info@pwssp.co.uk.

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What should I bring to the initial meeting?

Please bring any relevant financial documents, such as bank statements, investment portfolios, and tax returns, to help us better understand your financial situation.

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Do you offer remote consultations?

Yes, we offer both in-person and remote consultations to accommodate your preferences and schedule.

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What is your cancellation policy?

We appreciate at least 24 hours’ notice if you need to cancel or reschedule your appointment.

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How soon can I expect a response?

We strive to respond to all inquiries within one business day after you have made contact with us.

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Are your services tailored to individual needs?

We provide personalised financial advice tailored to meet clients’ unique circumstances and goals.

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Can you assist with tax planning?

Yes, we offer tax planning and IHT services to help you optimise your financial situation and minimise tax liabilities.