Investing In Your Future
We Advise on Investments of All Sizes
Whether you are just starting out on the path of investing for the future or you already have substantial investment and pension portfolios, we can help. Call 01704 504383 to speak to a member of the Southport Team or use the website contact form.
Who We Are
We are a firm of independent financial advisers that have been providing clear and effective solutions for clients since 1953.
How We Are Paid
The initial consultation will be at our expense. We will explain our client proposition, the range of services and ascertain if we can be of assistance to you.
Financial Planning Process
The process we use to achieve your financial prosperity by providing peace of mind, getting to know you and your future aspirations.
PWS Personal Finance Portal
The PWS Personal Finance Portal (PFP) can give you access to view all your finances in one place, 24/7, on any mobile or web device.
Independent Financial Advice
We are not tied to one product or provider so that we can look at the whole market for all your financial planning needs.
Invest
Investment & Savings
Aimed at those who are interested in investment products with more risk attached than a savings approach based on deposit accounts.
Pensions
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.
Tax
Inheritance Tax Planning
If you thought inheritance tax was just for extremely wealthy people to worry about, think again.
Protection
Protection Planning
You may not have achieved financial independence and have dependents but you will probably need some form of protection in your lifetime.
Borrowing
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.
Business
Corporate Financial Planning
From business protection to cover potential liabilities to offering to advise on investment products suitable for your business size.