Beatties Financial Services

Independent Financial Adviser  Suite 518B Cotton Exchange, Liverpool, Merseyside, L3 9LQ
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FCA authorised
Last authorised 21st September 2020
Long established family run firm based in Liverpool and Wigan offering impartial advice and financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Don Beattie
Principal
Robert Beattie
Partner
About us

Beatties Financial Services is a long established family run firm of independent financial advisers consisting of Robert, Don and Sibyl Beattie.

We have offices in Liverpool City Centre, Formby and now a NEW office in Wigan. Meetings can be held at our offices, or in your home.

For a FREE initial meeting please visit our website <url hidden>.

We look forward to hearing from you soon!

Our services

Being independent, we are able to offer our private and business clients impartial advice on a wide range of financial planning, from pensions to investments and life assurance and more....

We love what we do, and are passionate about offering you the best possible service. This is why many of our clients have been with us for more than a decade.

We are also proud that the majority of our business is through referrals made by existing clients over the years.

We hope to hear from you soon!

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Suite 518B Cotton Exchange, Old Hall Street, Liverpool, Merseyside, L3 9LQ

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