3 Best Financial Services in Wigan

“Prosper Wealth Management is a locally owned financial services company in Wigan. David Barton founded Prosper in 2003, and the business has gone from strength to strength. With funds under management now approaching £500 million within the group, the company continues to grow at an impressive rate. The team at Prosper Wealth Management aims to help retirees make the right decisions to achieve their goals throughout retirement. With their team of experts behind them, clients can have peace of mind, allowing them to focus on important things such as family, holidays, and enjoying a full and active retirement. The advisory and research team has over 100 years of wealth management experience and has very high-level financial planning qualifications. They are proud to have been awarded Chartered Status in 2012, the gold standard in their industry. They hold very high-level financial planning qualifications and are proud to have been awarded Chartered Status in 2012, the gold standard in their industry.”

Read more

“Silver Birches Financial Planning is one of the leading financial planners in Wigan. Ben Williams and David Williams are the founders and financial planners of the firm. The firm manages over £20 million in assets, has 45+ years of industry experience, and serves over 100 clients. They are now in their third generation of financial planners. Silver Birches Financial Planning advises individuals and businesses across the North West. With their clients at the heart of everything they do, their financial planning service is built on transparency and trust, taking the time to understand your objectives fully. They work with you to create a bespoke plan to help achieve your long-term financial goals.”

Read more

“Alexander Ross Mortgages & Financial Planning can help provide a clearer understanding of your financial future. They also offer advice on pensions and investments. Whether you wish to invest a lump sum or save a regular amount to build up a sum of money, their independent adviser can help you understand the options available to you and can provide a recommendation to help you meet your needs and objectives. They offer an ongoing service to monitor how your investments behave annually and try to avoid any unpleasant surprises. During your working life, their adviser will help you plan and build up funds to provide for you when you retire. They will discuss the income you require and the various delivery methods. They will then recommend an appropriate solution for you, which should be reviewed regularly to ensure it remains on target. Alexander Ross Mortgages & Financial Planning offers free initial consultation.”

Read more