Contact PWS Financial Consulting Today
Personal, Independent Financial Advice Designed Around You
Taking the first step towards professional financial advice should feel straightforward and welcoming.
When you Contact PWS Financial Consulting, we will take time to understand your circumstances, concerns and financial objectives before explaining how we may be able to help.
We provide independent financial advice to individuals, families and business owners in Southport, Liverpool and across the UK. Whether you need support with pensions, investments, retirement planning, financial protection or later-life planning, we aim to make the process clear and easy to understand.
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Your Initial Meeting
Your initial meeting gives us the opportunity to understand your circumstances, concerns and financial objectives.
It also allows you to learn more about our services, how we work and any costs that may apply before deciding whether you would like to proceed.
You do not need to prepare everything before contacting us. However, it can be helpful to have a general understanding of your:
- current income and expenditure;
- pensions and retirement benefits;
- savings and investments;
- mortgages and other liabilities;
- existing protection policies;
- financial priorities and future plans.
We will explain which documents or information may be required once we understand the nature of your enquiry.
Meetings That Suit You
We can arrange meetings in person or remotely, depending on your circumstances and preferences. The existing page confirms that both face-to-face and remote consultations are available.
Appointments should be arranged in advance. Where possible, please provide at least 24 hours’ notice should you need to cancel or rearrange a meeting.
Why Contact PWS Financial Consulting?
Independent Financial Advice
We are not tied to one particular provider. Recommendations are based on your circumstances, objectives and the options available from the wider market.
Personal Service
You will receive advice from someone who takes time to understand what matters to you.
Clear Communication
We explain financial planning in plain English and ensure that you understand the potential benefits, risks and costs before proceeding.
Ongoing Support
Where an ongoing service is appropriate, we can regularly review your financial arrangements and help your plan adapt as your life changes.
Local Experience
PWS Financial Consulting provides professional financial advice to clients in Southport, Liverpool and throughout the UK.
Frequently Asked Questions
Is the initial meeting free?
The initial conversation is intended to help us understand your requirements and explain how we may be able to assist. Your current contact page describes the initial consultation as free of charge. This wording should only remain if it accurately reflects your current charging policy.
How quickly will you respond?
We aim to respond to enquiries as soon as reasonably possible, normally within one working day. The present webpage states that enquiries are generally answered within one business day.
Do you offer remote meetings?
Yes. Meetings can be arranged remotely or in person, depending on your needs and availability.
What should I bring to an initial meeting?
Useful information may include details of your income, expenditure, pensions, investments, savings, liabilities and existing financial policies.
You do not need to provide everything when you first contact us. We will explain what is required once we understand the advice you are seeking.
Can you review my existing pensions or investments?
Yes. We can review existing financial arrangements and consider whether they remain appropriate for your circumstances, objectives, attitude to investment risk and capacity for loss.
Do you provide ongoing advice?
Where suitable, we can provide an ongoing advice service that includes regular meetings and reviews of your financial arrangements.
Start the Conversation Today
Professional financial advice can help you understand your options, organise your finances and make informed decisions about your future.
Contact PWS Financial Consulting today to arrange an initial conversation about your pensions, investments, retirement plans or wider financial objectives.
Telephone: 01704 827403
Email: stevemilford@pwsfc.co.uk