Winshaw Corporate Solutions
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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Buildings and contents
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 19th October 2020
Meet our advisers
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.
“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.”
"Derek helped us to find our way through the complexities of pensions and investments at a crucial moment"
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.
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.
"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."
“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.”
“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.”
"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."
We operate out of modern offices offering disabled access and offer face-to-face, online and telephone consultations.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face