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 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
SIPPs
check
Stakeholder
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
William Smith DipFA
Director
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!

Where to find us
Head office address: Wirral Financial Services Ltd, 1st Floor, 27 Market Street, Hoylake, Wirral, CH47 2BG
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Restricted - whole of market 1.6 mi
Experienced local advice on Investments, Protection, and in particular Pensions, including access to True Potential Wealth Management's Final Salary Pension Transfer Specialists
 
Independent Financial Adviser 2.56 mi
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
 
Independent Financial Adviser 2.86 mi
We specialise in pensions (including Final Salary Pension Schemes), Investments and Protection, also we advise on all aspects of mortgage.
 
Restricted - whole of market 2.87 mi
'Restricted plus': if a solution from our panel of leading investment firms isn't suitable we can search the whole market.