Beatties Financial Services IFA Wigan

Beatties Financial Services is 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 now also in Pemberton, Wigan.

Our Services

We offer a wide range of financial services, including Pensions, Auto Enrolments, Savings and Investments, Life Assurance, Critical Illness Cover, Income Protection, Business Protection, Wills, and Powers of Attorney. Our financial advisers provide a bespoke service that is tailored to achieve your financial goals. We offer an initial meeting free of charge to understand your circumstances and how we can help you. Meetings can be held either at our office or in your home.

How We Work

Every plan starts with a conversation. We offer a full service that includes a free-of-charge initial consultation, an in-depth look at your finances, thorough research into strategies and products, analysis and report on our conclusions, discussion to mutually agree a financial plan, and implementation of your financial plan. We also provide subsequent periodic reviews to help you navigate towards your financial goals.

Our Expertise

Our financial advisers have more than 40 years' of experience in the financial services industry. We 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. We cover all of the Northwest region, including Lancashire, Manchester, Merseyside, and Cheshire.

What Our Clients Say

Our clients have praised our excellent service, trustworthy and reliable approach, and our ability to explain complex financial concepts in a clear and easy-to-understand manner.