Wirral Financial Services Ltd

Independent Financial Adviser  Wirral Financial Services Ltd, Hoylake, Wirral, CH47 2BG
First meeting at adviser's own cost
Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR William Smith DipFA
Director
About us

Wirral Financial Services is an amalgamation of several local IFA firms. We have 37 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 & Holywell areas

Our services

We offer advice about personal and Defined Contribution pension schemes.
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!

Where to find us
Head office address: Wirral Financial Services Ltd, 1st Floor, 27 Market Street, Hoylake, Wirral, CH62 3PN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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