Balmoral Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) Balmoral House, 139 - 141 Cambridge Road, Southport, Merseyside, PR9 7LN
FCA verified
24th September 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

Similar advisers near you

Independent Financial Adviser 0.91 mi
 
 
Independent Financial Adviser 1.75 mi
Life changing advice is not just about the money, but making sure you get the most out of your life.
 
Independent Financial Adviser 5.26 mi
As Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs.
 
Independent Financial Adviser 5.45 mi
We focus on identifying client needs and providing tailored financial solutions.