We are a firm of Independent Financial Planners based in Liverpool.
We have been providing bespoke services to clients across the UK since 1953.
We pride ourselves on having successive generations of clients continue to value our advice.
Managing Director & Financial Planner
Andrew has worked in financial services for more than 30 years. After training at Norwich Union, he has been with PWS for 28 years and has been Managing Director for 16 years.Meet Andrew
Director & Chartered Financial Planner
Mohit specialises in working with business owners and high net worth individuals. He is a Chartered Financial Planner; an accreditation indicative of his dedication to ongoing personal development.Meet Mohit
Director & Financial Planner
Jonathan is a Director and Financial Planner specialising in pension planning. He enjoys making a real difference to our clients’ lives and businesses.Meet Jonathan
Award winning Chartered Financial Planner
Nick has worked in financial services for 12 years. He is a highly-qualified Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society.Meet Nick
As our Office Manager, Marie’s role is to ensure the smooth running of our office’s processes and procedures: everything from compliance to management, banking, payroll and recruitment.Meet Marie
Trainee Financial Administrator
Florin studied Banking and Finance at university and is currently working towards his Diploma in Financial Planning whilst training to become a Financial Administrator.Meet Florin
As one of our Financial Administrators, Helen’s role involves providing office support to our team and client support to the people we work with.Meet Helen
Jake is a friendly point of contact for our clients and is always working on developing his skills. He has completed his Diploma in Financial Services and is now working towards Chartered Financial Planner status.Meet Jake
Emma’s role varies between marketing, mortgages and commissions. She enjoys working with such a great group of people – no two days are the same!Meet Emma
Karen’s career has spanned roles at Royal Insurance, Norwich Union, Burns Crosson Ltd and finally PWS. Her role involves providing support for our advisers and clients.Meet Karen
Financial Planner and Mortgage Adviser
Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive advice.Meet Matt
Stephanie supports our advisers with both new and ongoing client cases. She prepares client meetings, processes new business and is a friendly port of call for the people we work with.Meet Stephanie
Steve began working in financial services in 2005 and became an adviser in 2008. He embraces technology and enjoys meeting clients regularly.Meet Steven
Associate Director & Financial Planner
Chris has worked in financial services for more than 25 years. His career has spanned various roles at Royal Insurance, NatWest Life, Eagle Star and other Independent Financial Advisory firms.Meet Chris
Meet the team
Our expert team consists of Financial Planners and dedicated support.
Get in touch
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