Your trusted partner for a secure financial future
Who We Are
Welcome to Beatties Financial Services, a family-run firm of Independent Financial Advisers dedicated to providing impartial financial advice to individuals and businesses in the Wigan area and the North West. With over 50 years of experience in the financial services industry, we are a long-established firm of financial advisers based in Liverpool City Centre and proud to announce that we now also have an office in Pemberton, Wigan. Our team of financial advisers provides bespoke services tailored to achieve your financial goals, offering a comprehensive range of financial solutions to suit your needs.
Our Services
At Beatties Financial Services, we understand that everyone's financial journey is unique, which is why we offer a wide range of services designed to help you achieve your financial objectives. Our services include:
- Pensions and Auto Enrolments: We can help you plan for your retirement with our range of pension products, and assist you with auto-enrolment contributions to ensure you are meeting your statutory duties.
- Savings and Investments: Our experienced team will work with you to create a tailored investment strategy, helping you to grow your savings and achieve your financial goals.
- Life Assurance and Protection: We can help you ensure your loved ones are protected, providing life assurance and protection products to suit your needs.
- Powers of Attorney and Wills: Our team can guide you through the process of creating a power of attorney or will, ensuring your wishes are respected and your assets are protected.
- Business Protection: We understand the importance of protecting your business and its assets, offering a range of business protection products to suit your needs.
How We Work
At Beatties Financial Services, we believe in building strong relationships with our clients, based on trust and understanding. Our process begins with an initial meeting, free of charge, where we get to know you and your financial goals. We then conduct a thorough review of your current financial situation, before conducting research into the best strategies and products to match your agreed objectives. Our analysis and report will outline our conclusions, including suggested financial strategies to suit your needs. We will then discuss and agree a financial plan going forward, before implementing our recommendations and providing ongoing support to ensure you stay on track.
Testimonials
Our clients have consistently praised our services, with many considering us a trusted partner in their financial journey. Here's what some of them have said:
- "Excellent service over the years. Trustworthy, extremely reliable and helpful. I would not hesitate to recommend the Beatties to any prospective clients." - Tom, Ainsdale
- "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
- "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
Contact Us
Visit our office at Suite 6 The Old Carnegie Library, Ormskirk Road, Pemberton WN5 9DQ, or call us on 01942 214925 or 0775 742 6666 to discuss your financial needs and goals. We look forward to working with you.
Overall Assessment
The review of Robert Beattie's financial advisory services is overwhelmingly positive.
Knowledge and Expertise
Robert Beattie is described as highly qualified and experienced in providing financial advice, particularly in the area of pensions.
Communication Style
Beattie is praised for explaining complex pension issues in a clear and understandable manner, making it accessible to clients who may not have a deep understanding of the subject.
Sales Approach
The reviewer appreciates that Beattie's services are not pushy, and clients are not forced to purchase any services they do not need. Instead, they provide honest and reliable advice.
Client Experience
The reviewer is extremely satisfied with the services provided, describing them as "quite simply excellent." They highly recommend Robert Beattie's services to others.
