Response rating
10/10
FCA verified
20th November 2017

Beatties Financial Services

Independent Financial Adviser Suite 518B Cotton Exchange, Old Hall Street, Liverpool, Merseyside, L3 9LQ
First meeting at adviser's own cost
Long established family run firm based in Liverpool and Wigan offering impartial advice and financial planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
Meet our advisers
Robert Beattie
Partner
adviser-person
Don Beattie
Principal
Accreditations
Certified Financial Planner
Where to find us
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 .

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!

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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