Beatties Financial Services is an independent and family-operated financial planning firm located in Wigan. Boasting over four decades of experience in the financial services industry, they are a well-established firm based in Liverpool City Centre, conveniently situated near the Passport Office and Pemberton. Their team of financial advisers is flexible and can arrange meetings either at their office or in your home, ensuring accessibility for their clients. They are equipped to offer impartial financial advice to both individuals and businesses. Meetings with their financial advisers can be scheduled at their office or within the comfort of your own home. They provide a thorough analysis and a detailed report by their financial adviser, outlining their conclusions and offering recommended financial strategies tailored to your specific needs. Furthermore, the company offers subsequent periodic reviews by their financial adviser to assist you in progressing toward your financial objectives. Their service extends across the Northwest regions, encompassing areas such as Lancashire, Wigan, St Helens, Ormskirk, Preston, Blackburn, Manchester, Merseyside, Liverpool, Wirral, Formby, Southport & Cheshire.
UNIQUE FACTS:
• Free Initial Consultation.
• Initial Meeting.
• Impartial Financial Advice.
• Bespoke Service.
• Subsequent Periodic Reviews.
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.
BEATTIES FINANCIAL SERVICES REVIEWS
Robert Beattie has always given me top guidance on my financial situation especially now as I have recently been made redundant. He explains financial matters in language even I can understand and has a vast experience of this market that many of us find a total minefield. Both of them (Robert and Sibyl) are so friendly and helpful - this is the sort of service you don't get from the large organisations; they care about you as an individual and they care that we only have a certain amount of cash available. They are not pushy and will offer you advise using a range of scenarios. I honestly cannot recommend them highly enough - brilliant.
Robert Beattie is a highly qualified and experienced Financial Advisor, who explains pension issues in words I can understand, when I have always found this area to be a minefield. Beatties are not pushy, they don't force you to buy any of their services, you just get good honest advice. I am using their services and they are quite simply excellent. I cannot recommend them highly enough.
Beatties Financial Services gave me very good advise on my current financial situation. They advised me on what to do about my current pension plus some sound advise on my future investments plans. I cant recommend them enough. Plus the first hour consultation is free of charge. Thanks again.
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Prosper Wealth Management is a local financial planning firm led by chartered wealth managers who offer exceptional financial planning guidance to their clients. The firm has earned its sterling reputation by upholding values of professionalism, integrity, and impartiality. At the helm of Prosper Wealth Management is David Barton, serving as the Chief Executive Officer. David possesses expertise in sales, leadership, marketing, project management, and customer service. Pete Ingham is a chartered financial planner and pensions technical manager within the firm. With assets under management totalling over £170 million and a team comprising highly qualified researchers and advisers, Prosper Wealth Management has become the go-to source for independent financial advice in the Wigan area. Their experts provide clients with peace of mind, allowing them to focus on life's essential aspects, such as vacations and family, and a full and active retirement. Their mission is to assist retirees in making informed choices to help them achieve their retirement goals. They engage in comprehensive research, considering every relevant aspect of your financial and personal circumstances. To arrange a consultation, don't hesitate to get in touch with them today.
UNIQUE FACTS:
• Initial Meeting.
• Prepare & Discuss Recommendations.
• Ongoing Advice.
• Helped Many Hundreds of Clients.
• Outstanding Financial Planning Advice.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PROSPER WEALTH MANAGEMENT REVIEWS
We have been with David Barton at Prosper for 5 years now and can honestly say we are delighted with their performance. If you're looking for a professional, courtious and personal service then look no further. We are always meet with a very friendly team at Prosper who go that bit further to make you comfortable.
David has always been very professional, but with a welcoming personal touch,ever since l have been introduced to him.I feel confident that Prosper will take care of my investments during these strange and unpredictable times.
We were introduced to David a few years ago, we have a small investment but are looked after with such respect and have watched prosper grow, along with our investments, many thanks to David and his team.
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BlueSphere is deeply committed to ethical financial advising, driven by a passion for both people and the planet. As a Certified B Corporation, their specialization lies in ethical pensions and investments designed to resonate with their clients' values and convictions in the pursuit of a sustainable future. They employ the UN Sustainable Development Goals as a guiding framework for their investments, ensuring that they generate a positive social and environmental impact in addition to a financial return. By helping their clients establish a strong financial foundation, BlueSphere simultaneously contributes to building a better future for the planet. Their core expertise revolves around aiding clients in aligning their investments with their values and beliefs. They offer a variety of impact investment options and work closely with their clients to gain a profound understanding of their objectives, assisting them in selecting the most appropriate investments to meet their individual needs.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Leading Sustainable Financial Advice.
• Friendly & Knowledgeable Professionals.
• Personalised Strategy.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BLUESPHERE REVIEWS
My wife and I have been clients of Bluesphere ( formerly AFP ) for approximately 25 years . During all this period we have had the best financial advice possible for our particular needs.
I have been a customer for 25 years and have always been very satisfied with the financial services and advice provided by Paul and his team.
I cannot give enough praise, always professional, always helpful, always friendly and approachable. Very good at what they do! 10/10.
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