Balmoral Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) Balmoral House, 139 - 141 Cambridge Road, Southport, Merseyside, PR9 7LN
FCA verified
12th November 2018
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pensions & retirement planning
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Paul Davies Dip PFS
Principle
Where to find us

Balmoral House, 139 - 141 Cambridge Road, Southport, Merseyside, PR9 7LN

About us

Churchtown Southport

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000

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