We are a family run firm of Independent Financial Advisers who provide impartial financial advice to individuals and businesses in the Wigan area and the North West. With more than 50 years' of experience in the financial services industry, we are a long established firm of financial advisers based in Liverpool City Centre (near the Passport Office) and we are proud to announce that we now also have an office in Pemberton, Wigan.
Whether you want to start planning your financial future or review your current situation, we'll be able to help. Our financial advisers provide a bespoke service which is tailored to achieve your aims. It's important that you feel totally comfortable with us as your financial advisers so that we can go on to forge a solid relationship together built on trust.
Whether you want to start planning your financial future or review your current situation, we'll be able to help. Our financial advisers provide a bespoke service which is tailored to achieve your aims. It's important that you feel totally comfortable with us as your financial advisers so that we can go on to forge a solid relationship together built on trust.
Services
Independent advice is not the only option available. If you go to your high street bank you may be greeted by a financial adviser, but they could well be 'tied' to recommending and promoting the products of the bank, or a single insurance/investment company to which the bank has an allegiance. So why do we need independent advisers, and how can customers be sure they are getting a fair deal?
Most of us would like to enjoy the same standard of living once we've retired as we do whilst we are working and earning money. If you want to look forward to your retirement, it's really important to make all the right preparations as soon as possible. Both early stage and later stage pension reviews are possible to help people to make the most appropriate choices.
Are you fed up with the bank's interest rates? With so many choice in the fast-moving global markets today, our financial advisers believe it is vital to make the most appropriate investment decisions. From saving for university education to inheritance money or long-term care fees, we can cover all aspects of your wealth planning.
We offer free advice on your life insurance, critical illness and income protection needs. Our independent financial advisers offer impartial advice on a wide range of life assurance products from the whole of the market to suit your needs. We aim to find an affordable product for you.
Whether you wish to protect your family or to increase your cover during child-rearing years or are looking for long-term protection to pay off a mortgage in the event of the unexpected, our financial advisers offer impartial advice on a range of life assurance products to suit your needs and aim to find an affordable product for you.
Whether you wish to protect your family or to increase your cover during child-rearing years or are looking for long-term protection to pay off a mortgage in the event of the unexpected, our financial advisers offer impartial advice on a range of life assurance products to suit your needs and aim to find an affordable product for you.
They can help you with all your Later Life Planning needs such as Drafting a Will, Administering an Estate, and making a Power of Attorney. An important part of Wealth Management is making provision for those you love in the event of your death. If you are an Executor of a Will or you are the closest blood-relative of someone who has died intestate (without a will), you may find yourself administering an estate (probate).
Reviews (1)
Roy Hardie
Jan 18, 2021
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Robert Beattie is a highly qualified and experienced Financial Advisor, who explains pension issues in words I can understand, when I have always found this area to be a minefield. Beatties are not pushy, they don't force you to buy any of their services, you just get good honest advice. I am using their services and they are quite simply excellent. I cannot recommend them highly enough.
