Cookie Policy
Helping you plan, protect, and grow your wealth with confidence.
Cookie Policy - PWS Financial Consulting Southport
Website: pwssp.co.uk
Effective Date: 1st November 2025
1. Introduction
This Cookie Policy explains how PWS Financial Consulting (“we”, “us”, “our”) uses cookies and similar technologies on our website pwssp.co.uk.
It should be read in conjunction with our Privacy Policy, which explains how we collect, store and use personal data.
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2. What Are Cookies?
Cookies are small text files that are placed on your device when you visit a website. They help us improve website functionality, enhance your browsing experience and gather analytics to understand how visitors use our site.
Cookies may be:
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Session cookies – deleted when you close your browser
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Persistent cookies – stored until they expire or are deleted
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First-party cookies – set by our website
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Third-party cookies – set by external tools or service providers
3. Who Manages Cookies on Our Website?
Our website (pwssp.co.uk) is managed on our behalf by MIFH Limited, who act as the technical website administrator.
MIFH Limited may process technical data from cookies for:
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website security
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performance optimisation
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analytics
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hosting and server management
MIFH Limited only accesses cookie-related data necessary for running and protecting the website.
4. Types of Cookies We Use
a) Strictly Necessary Cookies
These cookies are essential for the website to function securely and correctly.
They include:
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security and firewall cookies
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session management cookies
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form submission cookies
Without these cookies, the website may not operate properly.
b) Analytics & Performance Cookies
We use analytics tools (such as Google Analytics or equivalent) to understand:
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how visitors use our website
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which pages are most popular
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where improvements can be made
These cookies do not identify you personally and are used for statistical purposes only.
c) Functionality Cookies
These allow the website to:
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remember your preferences
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provide enhanced features
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enable smoother navigation
These cookies improve your experience but are not strictly essential.
d) Third-Party Cookies
Some third-party tools integrated into our site may set cookies, such as:
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analytics services
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embedded maps
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anti-spam or security modules
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website plugins
Each third party is responsible for its own cookie processing.
5. Cookies We Do NOT Use
We do not use:
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advertising cookies
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behavioural targeting cookies
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intrusive tracking technologies
We also do not sell any cookie-related data.
6. Managing Your Cookie Preferences
You can manage, disable or delete cookies at any time through your browser settings.
Common browser controls:
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Chrome – Settings → Privacy & Security → Cookies
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Safari – Preferences → Privacy
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Firefox – Options → Privacy & Security
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Edge – Settings → Cookies & Site Permissions
Please note:
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Disabling essential cookies may affect website functionality
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Some features may not operate correctly without cookies
7. Cookie Consent
When you first visit our website, you may be presented with a cookie banner or notice.
By continuing to use the site, you consent to the use of cookies described in this policy, unless you adjust your browser settings.
8. Changes to This Cookie Policy
We may update this Cookie Policy periodically.
The latest version will always be available on our website pwssp.co.uk.
9. Contact Us
If you have any questions about our Cookie Policy, please contact:
PWS Financial Consulting, Southport
Website: pwssp.co.uk
Email: info@pwssp.co.uk
Telephone: 01704 8274
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.
Frequently Asked Questions
What services do you offer?
We offer a range of financial consulting services, including retirement planning, investment advice, and tax planning.
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.
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.
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.
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.
Do you offer remote consultations?
Yes, we offer both in-person and remote consultations to accommodate your preferences and schedule.
What is your cancellation policy?
We appreciate at least 24 hours’ notice if you need to cancel or reschedule your appointment.
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.
Are your services tailored to individual needs?
We provide personalised financial advice tailored to meet clients’ unique circumstances and goals.
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.