Powell Financial Management Ltd
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Overview
141 Sefton Street Liverpool, England L8 5SNOver a quarter of a century experience in helping clients meet their financial and lifestyle goals.
Please click on our company name for more information on our services
t: view phone0151 703 9310
f: view fax0151 703 9320
Description
About us:
Powell Financial Management is a firm of Independent Advisors with over a quarter of a century experience, offering financial advice and helping clients meet financial and lifestyle goals.
Powell Financial Management prides itself on its strength of its client relationships which have been forged over many years and built on integrity and trust.
Our qualified team of advisors and back office support has extensive knowledge and expertise in financial services.
We are paid by you the client to work on your behalf and ensure that you get the highest levels of advice, the appropriate product and level of service suitable to meet your changing needs.
What we do:
Retirement Planning:
Pensions / Stakeholder Schemes / Retirement Counselling / Inheritance Tax Litigation.
Investments:
Long & Short term savings / ISA's / Bonds / Unit Trusts / Wealth Mangement / School Fees Planning
Corporate & Business:
Tax Planning / Exit Strategies / Commercial Property / Company Pensions / Shareholder Protection / Key Man Cover
Mortgage & Finance:
Domestic Mortgage / Specialist Mortgage Advice / Remortgage / Equity Release / Debt Consolidation
Protection:
Life & Critical Illness Cover / Mortgage Payment Protection / Estate Planning / Income Protection
Private Medical Insurance:
Personal / Company Schemes / Long Term Care
Please click on our Website link for more comprehensive information on how we can meet your needs.
Locations
We are a National company and cover all the UK from our Liverpool city offices.
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