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.

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, or at your home and 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:

Consultation

Free-of-charge initial consultation centred upon your financial aims and needs.

Investigation

In-depth look at how your finances stand and where you would like to take them.

Research

Thorough research into strategies and products to match your agreed objectives.

Suggestions

Analysis and report on our conclusions, with suggested financial strategies to suit your needs

Agree A Plan

Discussion to mutually agree a financial plan going forward and implementation of your financial plan

Review

Subsequent periodic reviews help you navigate towards your financial goals

Get a free personal consultation.

Free-of-charge initial consultation with our financial adviser centred on your financial aims and needs.

Get In Touch