Arrow Financial Services UK Limited

Independent Financial Adviser 71 Column Road, Merseyside, Wirral, CH48 1LG
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
Proud to be a firm of Chartered Financial Planners, offering jargon-free independent financial advice, helping you to achieve your goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Damian Looker Dip PFS
Independent Financial Adviser
William Hughes APFS
Director & Independent Financial Adivser
Accreditations
Chartered Financial Planner
David Jacobsen Dip PFS
Director & Financial Adviser
Susan Allison Dip PFS
Independent Financial Adviser
Michael Ryan Dip PFS
Independent Financial Adviser
Kevin Langley DipPFS
Independent Financial Adviser
Christopher Hargreaves Dip PFS
Independent Financial Adviser
Richard Medlicott FPFS
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Gavin Kane APFS
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Darren Jacobsen Cert PFS
Independent Financial Adviser
Edward Gamon
Independent Financial Adviser
Julie Donnelly Dip CII
Independent Financial Adviser
What our clients say
From our initial meeting to inception, their in-depth knowledge and jargon free advice made the whole process easy to understand. We would highly recommend their services to anyone needing pension or investment advice.
Michael Simmonds,, Director, Lorrford Eurospan Ltd, Basildon
A dynamic, progressive and committed Financial planning business that are really committed to its client’s long-term wealth and meeting their (clients) personal goals.
Rosanna Williams-Wood MBA, Coach, Facilitator, Trainer and Business Change Consultant.
I would like to thank your company for the lightning quick response to my personal dilemma, and for doing it in 12 hours, what took another reputable high street bank 4 months to attempt to do! The courteous, professional and confidential service provided was superb, and as this was a time sensitive matter, the manner in which I was dealt with was nothing short of brilliant. The work you have done has put me in a position to move forward rapidly, and with confidence in my quest to purchase a new property, with the added issues of residing offshore, my mind has been eased by the competent handling of this difficult situation, and this has put me in the driving seat with my negotiations.
Chris Rumney, Ruthin
I would like to say a big thank you for the time, trouble and patience that you have recently gone to, providing me with a well structured plan for the investment that I have made. Not only that, but some important advice on another plan, that was not forthcoming from the original provider. It is refreshing to sit down and talk with a Financial Advisor that ‘really’ does want to listen and understand my individual needs. I have experienced advisors that simply want to sell a particular product, or are not interested in you if you don’t have a small fortune to invest. I have found you very approachable, understanding and knowledgeable and would be very happy to recommend you to my family, friends and colleagues in the future.
Jonathan Davies, Jonathan Davies Photographic, Great Sutton, Cheshire
Thank you for the work you have done recently reviewing my pension and other financial matters. I was pleased by the way you obtained the information you required from me quickly and then liaised direct with the pension company. You were thorough in explaining your charges and the different type of product available. You took into account my own circumstances and explained the reasoning behind your recommendations. It is clear that you have an extensive knowledge of pensions and similar products, yet you are able to make things easy to understand and do not use complicated jargon. As a result, I would recommend your services to friends, family and clients.
Rowena Ridgway, Farndon, Chester, Cheshire
Arrow have delivered an excellent service throughout the process and provided invaluable advice at both company and individual level.
Amanda Trevor, Head of HR for Tritech Group, Wrexham, North Wales
Where to find us

71 Column Road, Merseyside, Wirral, CH48 1LG

Make an enquiry
About us

Arrow Financial Services is a firm of Chartered Financial Planners, who have a reputation for giving “jargon-free” financial advice.

As Independent Financial Advisers, our aim is simple – to give you expert advice at a level and depth to suit your individual needs.

What’s more, because we are completely independent, we are not tied to any panel or company and can offer impartial advice based on products from the whole market place.

We are ideally situated for our clients in Cheshire, North Wales, Wirral, Merseyside, North Shropshire and London. We offer a free initial meeting that can be held at our offices in Chester city centre, at your home or place of work.

Regular reviews are also offered to take account of changes in your life and also changes in the financial market place.

Our services

We have a team of 12 Advisers who specialise in "Jargon-Free", high quality independent financial advice. We have specialists in all areas including Personal Pensions, Occupational or Final Salary Pensions, Investment Planning, At Retirement Planning, Mortgages, Estate Planning, Protection, Tax & Corporate Pension & Protection Advice.

We hold the coveted status of ‘Chartered Financial Planners’, which is widely recognised as a ‘gold standard’ qualification, demonstrating that we operate to the highest criteria and are externally vetted to ensure that we do so consistently.

We also hold the Occupational Licence that allows us to advise on Final Salary Pension Transfers.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Arrow Financial Services UK Ltd is Authorised and Regulated by the Financial Conduct Authority.
Reg. in England No: 6967392 Reg. office; 1 Grey Friars, Chester, CH1 2NW

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