Welcome to Beatties Financial Services in Wigan

helping you navigate to financial security

Beatties FS Financial Advisers now in Wigan

Who We Are

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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.

About Us

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

  • Manchester

  • Merseyside - Liverpool, Wirral, Formby, Southport

  • Cheshire

​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

Financial Adviser Wigan

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.

Financial Advisor

We offer a wide range of Financial Services to include:

  • Pensions

  • Auto Enrolments

  • Life Assurance 

  • Critical Illness Cover

  • Income Protection

  • Business Protection

  • Investments

  • Wills & Powers of Attorney

 

And more...

IFA Wigan

Come see us at our new Pemberton Office:

Office 6

The Old Carnegie Library

361 Ormskirk Road

Pemberton

WN5 9DQ

Testimonials

Tom

Excellent service over the years.

Trustworthy, extremely reliable and helpful.

 

I would not hesitate to recommend the Beatties to any prospective clients.

 

                                                                               Tom, Ainsdale

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

Sue

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

Office 6

The Old Carnegie Library

361 Ormskirk Road

Pemberton WN5 9DQ

Call

T: 01942 214925 

M: 0775 742 6666

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© 2016 Beatties Financial Services

Beatties Financial Services trading as Beatties Financial Services is Authorised and Regulated by the Financial Conduct Authority.

Financial Services Register Number 441508.


Trading address: Suite 6 The Old Carnegie Library, Ormskirk Road, Pemberton WN5 9DQ. Telephone: 01942 214 925.


The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.