About Us
Beatties Financial Services are a family run firm of financial advisers. Because we are independent, we can provide impartial financial advice to individuals and businesses.
With more than 40 years' experience in the financial services industry between us, we are a long established firm based in Liverpool City Centre (near the Passport Office) and now in Pemberton.
Meetings with our financial advisers can be held either at our office, or in your home.
We cover all of the Northwest region:
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Lancashire - Wigan, St Helens, Ormskirk, Preston, Blackburn
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Manchester
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Merseyside - Liverpool, Wirral, Formby, Southport
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Cheshire
How We Work
Every plan starts with a conversation and this is the full service we offer as financial advisers:
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free-of-charge initial consultation with our financial adviser centred upon your financial aims and needs
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in-depth look at how your finances stand and where you would like to take them
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thorough research into strategies and products right for your agreed objectives
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analysis and report by our financial adviser on our conclusions, with suggested financial strategies to suit your needs
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to agree and implement a financial plan going forward
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subsequent periodic reviews by our financial adviser to help you navigate towards your financial goal
