Business Details
Trusted Financial Advisers in Wigan
Beatties Financial Services IFA Wigan is a family-run firm of independent financial advisers serving individuals and businesses across the North West. With over 50 years of combined experience in the financial services industry, we operate from established offices in Liverpool City Centre and Pemberton, Wigan. Our team specialises in delivering impartial financial advice tailored to clients' unique circumstances, ensuring long-term financial security. We offer a comprehensive range of services including pensions, life assurance, investments, and estate planning. Our process begins with a free initial consultation to understand clients' financial goals, followed by in-depth analysis and implementation of customised strategies.We prioritise building trust through transparent communication and maintaining FCA authorisation, which underscores our commitment to regulatory compliance and client protection. Our advisers provide ongoing support through periodic reviews, adapting financial plans to evolving life circumstances. We serve clients across Lancashire, Merseyside, Cheshire, and Greater Manchester, offering flexible meeting options at our offices or clients' homes. Our reputation for reliability and expertise has been built through decades of consistent service delivery and positive client testimonials.
Services
Pensions
Auto Enrolments
Life Assurance
Critical Illness Cover
Income Protection
Business Protection
Investments
Wills
Powers of Attorney
Probate Services
Highlights and features
- We offer over 50 years of combined experience in financial services
- Our FCA authorisation ensures regulatory compliance and client protection
- We provide free initial consultations with no obligation
- We deliver impartial advice from the whole of the market
- We offer home visits for client convenience
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Trustworthy and reliable
Professional approach
No jargon used
Helpful guidance
Services
Pensions
Our pensions specialists help clients prepare for retirement by reviewing existing arrangements and creating tailored strategies. We provide comprehensive guidance on pension types, contribution levels, and tax efficiency. With expertise in both personal and workplace pensions, we ensure clients maximise their retirement income while complying with regulatory requirements.
Life Assurance
We offer impartial advice on life assurance products to protect families and businesses. Our solutions include term life cover, critical illness insurance, and income protection policies. We help clients select appropriate coverage amounts and structures to safeguard financial security for dependants and business continuity.
Investments
Our investment services focus on medium to long-term wealth growth through diversified portfolios. We assess clients' risk tolerance and financial goals to recommend suitable investment vehicles. We provide access to ethical investment options and tax-efficient wrappers to optimise returns while managing market volatility.
Wills & Probate
We connect clients with experienced solicitors for will writing and probate services. Our partners assist with creating legally sound wills, administering estates, and establishing powers of attorney. We ensure proper inheritance tax planning and facilitate home visits for clients requiring special assistance.
Business Protection
We specialise in business protection strategies including key person insurance and shareholder agreements. Our solutions help companies mitigate financial risks from unexpected events. We provide tailored coverage options to protect business assets and ensure continuity during transitions or emergencies.
Questions
What areas do you cover?
We serve clients across the North West including Wigan, Liverpool, Manchester, and surrounding areas.
Are you regulated by the FCA?
Yes, we are Authorised and Regulated by the Financial Conduct Authority (FCA).
Do you offer home visits?
Yes, we provide home visits for client convenience across our service areas.
How are you paid for your services?
We disclose all payment arrangements in accordance with FCA requirements during initial consultations.
What protection do I have as a client?
Clients benefit from FCA regulation and Financial Services Compensation Scheme (FSCS) coverage.
Can you help with workplace pensions?
Yes, we assist businesses with auto enrolment and workplace pension scheme implementation.
Reviews (1)
Roy Hardie
Jan 18, 2021
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Robert Beattie is a highly qualified and experienced Financial Advisor, who explains pension issues in words I can understand, when I have always found this area to be a minefield. Beatties are not pushy, they don't force you to buy any of their services, you just get good honest advice. I am using their services and they are quite simply excellent. I cannot recommend them highly enough.
