Wirral Financial Services Ltd

Independent Wirral Financial Services Ltd, 1st Floor, 27 Market Street, Hoylake, Wirral, CH47 2BG
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Group pensions
    • Group protection
Meet our advisers
William Smith DipFA
Director
Where to find us

Wirral Financial Services Ltd, 1st Floor, 27 Market Street, Hoylake, Wirral, CH47 2BG

Make an enquiry
About us

Wirral Financial Services is an amalgamation of several local IFA firms. We have 34 years experience providing Independent Financial Adviser, specialising in Pensions,Annuities,Drawdown.& Investments in Hoylake Merseyside,West Kirby,Heswall,Mold, Neston,Ellesmere Port,Wirral, Mold,Flint Chester & Hollywell areas

Our services

We offer advice about personal pensions, but not final salary (DB) pensions EXCEPT on divorce.
We also advise on investments including ISA's, Wills and trusts.
Unlike other Advisory Firms we deal with people from all walks of life -not just the wealthy few!

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0