Winshaw Corporate Solutions

Independent Financial Adviser 209 Liverpool Road, Birkdale, Southport, Merseyside, PR8 4PH
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
Meet our advisers
adviser-person
Derek Winsland APFS, CFP
Chartered Financial Planner
Where to find us

209 Liverpool Road, Birkdale, Southport, Merseyside, PR8 4PH

Make an enquiry
About us

Winshaw Corporate Solutions' advisers are qualified to chartered level, with many years' financial planning experience. We specialise in all aspects of retirement planning including final salary pension transfers. We focus on what is best for our clients to suit their circumstances and help them to manage their income through their retirement years.

Our services

We're fully qualified and authorized pension transfer specialists with many years' experience of this highly technical market. With us, you have one point of call - we don't outsource the advice process, there's no duplicating the information gathering exercise, and hence no long drawn out advice process. Generally, you are only given three months to make what is one of the most important decisions in your life, so unnecessary delays by bringing in outside experts will only reduce the time you need to make an informed decision.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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