BEST RATED » WIGAN » FINANCIAL SERVICES

3 Best Financial Services in Wigan, UK

Expert recommended Top 3 Financial Services in Wigan, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

PROSPER INDEPENDENT FINANCIAL ADVISERS LTD.

99A High Street, Prosper House, Standish, Wigan WN6 0HD DIRECTIONS

Since 2003

Here’s The Deal:
Prosper Wealth Management is a local financial planning firm with chartered wealth managers who provide outstanding financial planning guidance to clients. Their foundations are built upon professionalism, integrity, and impartiality. David Barton is the Chief Executive Officer at the Prosper Wealth Management. He is skilled in sales, leadership, marketing, project management, and customer service. Pete Ingham is the chartered financial planner and pensions technical manager at the firm. Their team of experts gives peace of mind to focus on the essential things such as holidays, family, and generally enjoying a full and active retirement. They aim to help pensioners make the right choices to allow them to achieve the objectives in their retirement. Prosper Wealth Management is dedicated to working with their clients throughout their retirement, and they are able to reach a much deeper understanding of what’s important to them.

SPECIALITY:
Wealth, Investment and Portfolio Management, Ongoing Advice, Pension, Asset Allocation, Retirement & Financial Planning

Registration 429940

[email protected]

prosper-ifa.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

SILVER BIRCHES FINANCIAL PLANNING

1 Hillside Avenue, Parbold, Wigan WN8 7AW DIRECTIONS

Since 2019

Here’s The Deal:
Silver Birches Financial Planning is a financial consultancy firm that provides advice to both businesses and individuals across the North West. The firm was established by father and son David and Ben Williams, who share the same thinking, and they both handle things equally in line with their changing needs. Ben Williams is the director of the Silver Birches Financial Planning. He conducts in-depth analyses of the financial conditions of his customers, existing provisions and future goals and assists with all new product innovations expressly designed to satisfy consumer requirements. David Williams has been in Financial Services since 1982. Silver Birches Financial Planning is part of the Quilter Financial Planning Network who share the same values and beliefs about being clear and transparent with their clients.

SPECIALITY:
Retirement and Investment, Tax Planning, Pensions and Investments, Personalised Protection Plan, Initial Meeting, Implementation, Advice on Property Purchase and Loans & On-Going Services

Registration 11923932

[email protected]

silverbirchesfp.co.uk

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Mon-Fri: 8:30am - 9pm
Sat & Sun: Closed

TBR® Inspection Report:

BEATTIES FINANCIAL SERVICES

6, The Old Carnegie Library, 361 Ormskirk Road, Pemberton, Wigan WN5 9DQ DIRECTIONS

Since 1981

Here’s The Deal:
Beatties Financial Services is an independent and family-run financial planning firm in Wigan, UK. With over 40 years of experience in the financial services industry, they are a long-established financial firm based in Liverpool City Centre, near the Passport Office and Pemberton. Don Beattie is the principal, Robert Beattie and Sibyl are the partners of Beatties Financial Services. Their financial advisers will meet clients at their office or in your home. Their financial adviser offers a free-of-charge initial consultation. Beatties Financial Services is also located at Suite 518b Cotton Exchange, Old Hall Street, Liverpool, L3 9LQ. They cover all of the Northwest regions, including Lancashire, Wigan, St Helens, Ormskirk, Preston, BlackburnManchester, Merseyside, Liverpool, Wirral, Formby, Southport and Cheshire.

SPECIALITY:
Pensions, Retirement, Financial Planning, Investments, Savings, Auto Enrolments, Workplace Pensions, Insurance & Protection

Registration 441508

[email protected]

beattiesfswigan.co.uk

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Mon-Fri: 8am - 6pm
Sat: Sun: Closed

TBR® Inspection Report: