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Website Disclaimer- PWS Financial Consulting Southport

Website: pwssp.co.uk
Effective Date: 1st November 2025

1. General Information Only – Website Disclaimer

The information contained on this website (pwssp.co.uk) is provided for general informational purposes only.
It should not be relied upon for making financial decisions, nor does it constitute personalised financial, investment, tax, mortgage, or legal advice.

You should always seek advice from a qualified financial adviser before making any decisions that may affect your financial well-being.

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2. No Financial Advice Provided on This Website

PWS Financial Consulting provides regulated financial advice only after formal engagement, completion of a fact-find, and an assessment of your personal circumstances.

Your use of this site does not:

  • Create an adviser-client relationship.

  • Constitute regulated financial advice

  • constitute a recommendation to act or purchase a financial product

If you require advice tailored to your circumstances, please get in touch with us directly.

3. Accuracy of Information

While we make every effort to ensure the accuracy and reliability of the information on our website:

  • We do not guarantee that all content is complete, current, or free from error

  • Information may change without notice

  • Tax laws and financial regulations may evolve and may not reflect the most recent updates

PWS Financial Consulting accepts no liability for any loss or damage arising from reliance on website content.

4. Financial Promotions

Some content on this website may be considered a financial promotion.
Any such content is intended for UK residents only and is provided in accordance with applicable FCA rules.

Products and services referenced on this website may not be suitable for all investors and may not be available to individuals in certain jurisdictions.

5. Past Performance

Any reference to past performance of investments, markets or financial products:

  • is not an indicator of future results

  • does not guarantee future performance

  • must not be relied upon when making investment decisions

The value of investments can go down as well as up, and you may not get back the amount originally invested.

6. External Links

This website may contain links to third-party websites.
We are not responsible for:

  • the content of external sites

  • their accuracy

  • their reliability

  • their privacy or cookie practices

Links should not be interpreted as endorsement of the linked site or its operators.

7. No Liability

To the fullest extent permitted by law, PWS Financial Consulting does not accept liability for:

  • errors, omissions or inaccuracies on the website

  • financial loss, loss of opportunity or consequential loss

  • actions taken based on website information

  • technical issues, downtime or website unavailability

  • viruses, malware or other harmful components

Your use of the website is at your own risk.

8. Regulated Status

PWS Financial Consulting is authorised and regulated by the Financial Conduct Authority (FCA).
FCA Register Number: 124984

9. Copyright

All website content, including text, images, design, layout and branding, is the property of PWS Financial Consulting or licensed for our use.
You may not reproduce or distribute content without permission.

10. Contact Us

For questions or concerns regarding these Terms, please contact:

PWS Financial Consulting, Southport
Website: pwssp.co.uk
Email: info@pwssp.co.uk
Telephone: 01704 827403

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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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.