1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North West
  6. breadcrumb-arrow
  7. Merseyside
  8. breadcrumb-arrow
  9. Liverpool
  10. breadcrumb-arrow
  11. Beatties Financial Services

Beatties Financial Services

Independent Financial Adviser  Suite 518B Cotton Exchange, Liverpool, Merseyside, L3 9LQ
check
FCA authorised
Last authorised 20th September 2021
Long established family run firm based in Liverpool and Wigan offering impartial advice and financial planning.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Meet our advisers
MR Don Beattie
Principal
MR 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
  • icons
    Face to face

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

Similar advisers near you

Pavis Financial Management Ltd
Independent Financial Adviser 0.07 mi
We are Chartered Financial Planners and an Accredited Financial Planning Firm.
 
See profile
First Equitable Global Wealth Management
Independent Financial Adviser 0.09 mi
Professional, creative and diligent financial advice for clients that value the personal touch. All within a competitively priced fee structure.
 
See profile
Flying Colours
Independent Financial Adviser 0.11 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Hanson Financial Services
Independent Financial Adviser 0.18 mi
We provide specialist advice combined with a no-nonsense, common sense approach to your finances and retirement planning.
 
See profile