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Financial Consultants

P W S Financial Consulting Ltd

P W S Financial Consulting Ltd is a financial consulting company based in Liverpool, England. They specialize in providing financial services and consultancy to clients. With their expertise in the field, they offer tailored solutions to meet the unique needs of each client. P W S Financial Consulting Ltd is committed to providing high-quality services and ensuring client satisfaction.

Introduction to P W S Financial Consulting Ltd

P W S Financial Consulting Ltd is a financial consulting firm located in Liverpool, England that was founded in 2007. The company's purpose is to provide individuals and businesses with financial advice and consulting services to help them achieve their financial goals. What makes this company unique is their commitment to providing personalized financial solutions that are tailored to each client's specific needs.

Services & Products

P W S Financial Consulting Ltd offers a wide range of financial consulting services, including tax planning, retirement planning, estate planning, investment planning, and more. Clients can also purchase financial products such as insurance, annuities, and mutual funds through the company.

Location

P W S Financial Consulting Ltd is located on the 4th floor of Exchange Station on Tithebarn Street in Liverpool. The area is home to a mix of businesses, including law firms, accounting firms, and financial institutions. Customers can expect a bustling and professional atmosphere in the area, with plenty of nearby restaurants and cafes to grab a bite to eat. The closest public transportation options are Moorfields Station (0.2 miles), Liverpool James Street Station (0.4 miles), and Liverpool Lime Street Station (0.7 miles).

Benefits

Customers should choose P W S Financial Consulting Ltd because of their commitment to personalized service and their extensive knowledge of the financial industry. The company's team of experienced financial consultants work closely with each client to understand their unique financial situation and create a customized plan that fits their individual needs.

Good to Know

Customers should be aware that P W S Financial Consulting Ltd is a fee-based financial consulting firm, which means they charge a fee for their services rather than earning commission on the financial products they sell.

Reviews

Customers have praised P W S Financial Consulting Ltd for their professionalism, expertise, and personalized service. Many have noted that the company's financial consultants take the time to listen to their clients' needs and provide tailored advice that is easy to understand and implement.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services, including but not limited to investment planning, retirement planning, estate planning, tax planning, and risk management. Our goal is to provide personalized financial advice and solutions that align with our clients' unique financial goals.

What experience do your financial consultants have?

Our financial consultants have years of experience in the financial industry and hold various professional qualifications. They are knowledgeable and skilled in providing financial advice and solutions that meet our clients' specific needs and goals. We regularly invest in our team's professional development to ensure that they stay up-to-date with the latest trends and regulations in the industry.

How do you charge for your services?

We charge for our services on a fee-based model, which means that we charge a flat fee or a percentage of the assets under management. This ensures that our clients receive unbiased and transparent advice that is in their best interest. We always communicate our fees upfront, so there are no surprises.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We are proud of the relationships we have built with our clients and the positive results we have achieved for them. We respect our clients' privacy, so we only share information with their consent.

How will you tailor your services to meet my specific financial goals and needs?

We believe that every client has unique financial goals and needs, so we take a personalized approach to our services. We start by understanding our clients' financial situation, goals, and risk tolerance. We then develop a customized financial plan that aligns with their objectives. We regularly review and adjust the plan to ensure that it remains on track and meets our clients' evolving needs.