Welcome to Beatties Financial Services in Wigan
helping you navigate to financial security
Beatties FS Financial Advisers now in Wigan
Who We Are
Welcome to Beatties Financial Services.
We are a family run firm of Independent Financial Advisers who provide impartial financial advice to individuals and businesses in the Wigan area and the North West.
With more than 50 years' of experience in the financial services industry, we are a long established firm of financial advisers based in Liverpool City Centre (near the Passport Office) and we are proud to announce that we now also have an office in Pemberton, Wigan.
Whether you want to start planning your financial future or review your current situation, we’ll be able to help. Our financial advisers provide a bespoke service which is tailored to achieve your aims.
If it's impartial financial advice you're looking for, you've come to the right place
How We Work
We offer an initial meeting free of charge. It helps us to understand your circumstances and how we can help you.
It’s important that you feel totally comfortable with us as your financial advisers so that we can go on to forge a solid relationship together built on trust.
Meetings can be held either at our office in Pemberton, or at your home.
We cover all of the Northwest region:
Lancashire - Wigan, St Helens, Ormskirk, Preston, Blackburn
Merseyside - Liverpool, Wirral, Formby, Southport
Every plan starts with a conversation. Our full service is a blend of these processes:
free-of-charge initial consultation centred upon your financial aims and needs
in-depth look at how your finances stand and where you would like to take them
thorough research into strategies and products to match your agreed objectives
analysis and report on our conclusions, with suggested financial strategies to suit your needs
discussion to mutually agree a financial plan going forward and implementation of your financial plan
subsequent periodic reviews help you navigate towards your financial goals
Beatties Financial Services are a family run business offering Independent Financial Advice to people in the Wigan area, as well as the whole of the North West region.
Meetings can be held at our office or in your home.
We offer a wide range of Financial Services to include:
Critical Illness Cover
Wills & Powers of Attorney
Excellent service over the years.
Trustworthy, extremely reliable and helpful.
I would not hesitate to recommend the Beatties to any prospective clients.
Alison & Ian
Professional service and the Beatties always put our interests first. Really approachable and they explain things without any jargon so that it's easy to understand. Happy to have them as our advisers for the past 4 years.
Alison & Ian, Liverpool
Thank you for your good advice regarding my forthcoming retirement. You guided me through the whole process and took away any worries by handling the different issues in front of me. I now feel comfortable that my finances have been taken care of - no more headaches!
Sue, Ellesmere Port