Winshaw Corporate Solutions

Independent Financial Adviser  Ballam Road, Southport, Merseyside, PR4 6JF
First meeting at adviser's own cost
A progressive, forward-thinking Financial Planning business situated in the North-West of England, we have a compelling proposition if you're looking for advice on family protection, pensions, investment, and tax mitigation.
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
Unit trusts
check
Lump sum
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
EEA
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
Response rating
10/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
DEREK WINSLAND
Chartered Financial Planner
What our clients say
Hi Derek - as you would have expected we have been looking regularly since our chat to see where this investment has been going! I think it only fair to let you know that your advice to hang on in was spot on, thanks.
Roger P, France
“I was unsure about how and where to start sorting out my English pensions given the myriad legal changes in the law in both the UK and France. Someone recommended Derek’s services to me and during the initial meeting I was immediately reassured by Derek’s up-to-date financial knowledge and his confidence that there were no complications that he couldn’t resolve. Within a matter of weeks all my English pensions were bundled together into a single, easy to understand, easy to manage account in Europe which has made it easier for me to keep a regular track of any changes and in a currency which best suited my personal needs.”
Jo N, France
"Derek helped us to find our way through the complexities of pensions and investments at a crucial moment"
Derek H & David B, France
I have worked in conjunction with Derek on many occasions with my clients over the last three years. He has always provided a first class service backed up with easy to understand, no nonsense, advice and rationale. All my clients who have been referred to Derek for specialist pension transfer advice have been very happy with his service. Reaching Chartered Financial Planner status is also testament to Derek’s commitment to be the best for his clients. I would not hesitate to recommend his services.
Darren M, Gibraltar
Derek has helped me make some difficult decisions with sound unbiased advice. He always responds to any queries or questions I may have regarding those investments promptly. I can thoroughly recommend his financial services.
Mike C, France
"When we first contacted him we had no idea just how professional and thorough our first meeting with Derek would be. We were encouraged to express in detail our situation and our objectives which were carefully noted and which together with a completed “attitude to risk” questionnaire formed the basis of a very comprehensive report and recommendations. Derek’s expertise was exactly what we needed in order to be able to make our investment decision, and we are thankful for his patience and glad to have someone who is easily accessible to deal with any questions or future investments."
Cheryl H, France
“Derek took my case and explained every aspect in layman´s terms, which made it so easy to understand. Very professional, knowledgeable and promptly sorted any queries I had. Very pleased I chose Winshaw to assist with my pension claim.”
Ariel F, Lytham
“Before we moved to France, and since moving, we worked with Derek on the transfer of some pension funds and their re-investment. We found his advice most valuable and much appreciated his experience and efficiency.”
David & Anita P, UK & France
"I have been a client of Derek’s for a number of years and would highly recommend his services. He has assisted me with my financial structures, and I have been more than happy with the results. I have recommended friends of mine to Derek and they also are very happy with the service. He always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. He has a very welcoming, friendly, professional, and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. I highly recommend Derek and his services and look forward to many more years working with him."
Martin F, France
About us

We operate out of modern offices offering disabled access and offer face-to-face, online and telephone consultations.

Our services

Specialist pension advisers holding pension transfer permissions. Our scope of expertise extends to private and corporate pensions, pension drawdown, annuities, and pensions on divorce.

Where to find us
Head office address: Ballam Road, Lytham St. Annes, Lancashire, PR4 6JF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.29 mi
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
 
Restricted - whole of market 1.09 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
Independent Financial Adviser 1.54 mi
Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
 
Independent Financial Adviser 5.26 mi
Private and business financial planning with our clients at the heart of everything - managing money with thought and care.