Elements of value we provide
We understand the considerable amount of time and emotional energy spent worrying about money, and whether you truly have enough to achieve your most important goals. Both our innovative financial planning process and evidence-based investment strategy have helped hundreds of clients nationwide stop worrying about money so they can fully experience life. Our service has six key elements:
We help bring order to our clients’ financial lives; both physically, with paperwork, and mentally, through helping order thoughts and priorities. This process creates peace of mind.
We help clients deliver on their priorities by holding regular reviews. The sense of achievement through realising goals is inspirational and infectious.
We help our clients to understand the impact emotions have on decision-making. We are honest: we tell our clients what they need to hear, rather than what they want to hear.
We look to understand what is going on in clients’ lives and assess the impact of future events. We can then plan for them well before time, rather than afterwards.
We provide our clients with the knowledge to help with both big and small decisions. We deliver this in a way that is interesting, informative and engaging.
We work together with clients to help them achieve the best life possible. We do not judge, and we work together for the common good.
Reasons we stand out from the crowd
In a densely populated world of financial professionals, it can be hard to know who to turn to. Nevertheless, there are some key features of our business that make us stand out from the crowd:
We are Financial Planners
Whereas many Financial Advisers begin with your money, Financial Planners begin with you. Our service is not short-sighted, nor is it transactional; we plan for your future and look at the whole picture. Your needs, goals and aspirations, both short term and long term, are of utmost importance to our process.
We are Independent
As independent professionals, we have the freedom to make bespoke financial recommendations. We have no affiliation to any particular product or provider. Instead, we work for you; selecting the most appropriate solutions for your unique situation.
We are experts
Between them, our Financial Planners have more than 100 years of experience. Their knowledge and expertise is evident in their extensive qualifications and relationships with generations of clients. Additionally, many of our Financial Planners are Chartered.
We hold the Pension Transfer Gold Standard
We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. You can learn more here.
We work nationwide
Whilst we are based in Liverpool and work with many local people, we have many clients across the UK. Not only that, but we embrace technology; we are happy to conduct meetings via phone or video call.
What our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Matt has been my financial adviser for many years. During this time, he has always made himself available to advise on any matters that I have been concerned about. He has become a valued friend, with a wealth of financial knowledge.
Twenty years ago, my accountant recommended Matt Webb as a first-class financial adviser and that has proved to be the case. He is always courteous and ready to explain any questions I may have.
Matt has been our financial adviser for a number of years now and we look forward to working with him for many years to come. His expertise, advice, guidance and reliability has been at the heart of the trusting relationship from which we benefit.
I suffered a stroke at 58 and had to stop working to focus upon my recovery. PWS’s input was invaluable. They convinced me and my wife that we had amassed sufficient wealth to enable early retirement. I am now 61 and have made a full recovery and enjoy my retirement in the knowledge that I have a “financial partner” in PWS to allay my natural anxiety given the uncertainty we all have to navigate.
Matt has a very good understanding of his clients’ needs and nothing is ever too much trouble. Matt is very knowledgeable and explains everything clearly and in sufficient detail to enable an informed decision to be made. He deals with everything quickly and efficiently and responds promptly to every query. I wouldn’t hesitate to recommend Matt to anyone seeking any form of financial advice.
I have used the services of PWS for over ten years now. I have found their services and advice to be clear, efficient and prompt at all times. It has been refreshing to work with a company that is proactive and gives peace of mind that you really are receiving considered advice that specifically suits individual needs. I have had no hesitation in recommending PWS to personal friends as well as colleagues. Thanks Mo and your exceptional team - see you soon!
I was introduced to Steve in 2008. I genuinely trust and appreciate the professional advice given to me and my family. The ongoing investment and pension advice has been invaluable through the good and the bad times and I have had no hesitation in recommending Steve to family and friends.
PWS Financial Consulting Ltd have been our financial advisers since 2005. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about us, our finances and our future.
(Mohit) Thank you so much for helping me by sorting out my retirement, pensions and general finances. You managed to improve my financial gains through astute financial management, and greatly help reduce my losses during the crash a number of years ago. It helps so much when you speak in a down-to-earth manner, which assists my decision-making going forward.
Having been a client of PWS for over 20 years, I cannot recommend them too highly. The levels of professionalism and product knowledge are excellent. They are fully interested in client and family circumstances and provide continuity of personnel which is crucial for client comfort. Their fees are realistic, and they make ease of consultation a priority. I would not hesitate to recommend their services.
I have been fortunate enough to have Matt as my financial adviser for over 10 years and during this time he has seen me and my husband through some major life events. These have included my own unexpected ill-health retirement and also for my husband, his cancer diagnosis, financial planning around this, his retirement and subsequent death. Throughout everything Matt has always been very personable, thorough, informed, efficient, responsive and has always dealt with us with great care and understanding, giving tailored advice to our own specific situation. Matt’s advice and support have made very difficult moments in our lives more manageable and have given me and my family a great base for a financially safe and comfortable future. I would not hesitate to highly recommend Matt as a financial advisor and I am very grateful that he has looked after us so well for so long.
Get in touch
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