About the company
Beatties Financial Services is a family run firm of Independent Financial Advisers. The firm has more than 50 years' experience in the financial services industry. Beatties Financial Services trades as Beatties Financial Services. The firm covers all of the Northwest region, including Liverpool, Wirral, Formby, Southport, Cheshire, St Helens, Wigan, Leigh, Knowsley, Ormskirk and Manchester.
It offers an initial meeting free of charge. Meetings can be held at the firm's offices in Liverpool or Wigan, or at the client's home. The firm provides services including personal pensions, savings and investments, protection, auto enrolment, powers of attorney, wills and probates, and general insurance.
What customers say
Based on genuine customer reviews
Beatties Financial Services operates from the Cotton Exchange on Old Hall Street in Liverpool as a financial institution and financial planner. One client describes arriving with little grasp of pensions and leaving with a clear picture of what the pension was doing and how it was invested.
Sibyl and Robert are named for the effort they put into simplifying the process and guiding the client through it step by step. Patience in explaining technical matters plainly, and the reassurance of dealing with named advisers, are the points the account highlights. The appointment concerned pension arrangements.
Reviews
Reviews are taken from publicly available sources.
I am sure many of you can empathise with me when I say the mystery around pensions and what you can and can't do was totally baffling to me. I needed a financial advisor ... I checked online and found Beatties. From the outset, Sibyl and Robert went to amazing lengths to make things as simple as possible for me, guiding me through the quagmire. I have emerged on the other side knowing exactly what my pension is doing for me and also that it's being looked after by people who care. If you need a fully independent Financial Advisor, I thoroughly recommend Beatties.
Financial advisers in Liverpool compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Liverpool are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | J.A. Financial Planning Ltd | ★ 5,0 | 66 | No |
| 2 | Hanson Financial Services | ★ 5,0 | 48 | No |
| 3 | First Equitable | ★ 5,0 | 37 | No |
| 4 | AJ Barnes Financial Planning Ltd | ★ 5,0 | 31 | No |
| 5 | Her Financial Planning I Financial Adviser for Women | ★ 5,0 | 19 | No |
| 8 | Beatties Financial Services (this page) | ★ 5,0 | 1 | No |