0845 555 5333

 

Welcome to Powell
Financial Management

 

As a client of Powells you will be assured of a highly professional service from our highly qualified and friendly team of advisers, consultants and back office staff. All our clients recognise that trust and confidence are the most important ingredients in our relationship in order to fulfil the hopes and aspirations of their lifestyle goals.

 

We are Independent Financial Advisers with international, national and regional based clients served from our Liverpool office. Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. So whether you are new to independent financial advice or whether you have some experience of this sector we will strive to make your experience a fruitful and happy one!

 

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information on 0845 555 5333.

 

Your financial plan is tailored to your specific circumstances and developed in partnership with our fully qualified consultants and - where necessary - with other professional advisers. These would typically include Solicitors, Accountants Discretionary Fund Managers who, as a team, meet your financial aspirations, recognising the importance of providing long-term on-going assistance and guidance.

 

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Your portfolio

 

Click here to view your financial plans & policies....

Treating Customers Fairly

Powell Financial Management Limited is regulated by the Financial Services Authority (FSA)) though Financial Ltd and we are happy to work within a regulated environment which prioritises the interest of consumers.

Powell Financial Management Limited has responded to the FSA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process. This is outlined in the How We Work section f this website.

RSSLatest Financial News

 

Strategic Partners

 

Providing our clients with high quality holistic advice often requires blending together expertise from other additional professional advisers and consultants.

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Client Services

 

For over thirty years Powell Financial Management has built its reputation of professionalism, trust and integrity by providing quality independent financial advice.

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How we work

 

Powell Financial Management Limited follows a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps.

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Powell Financial Management Limited
Spinnaker House, 141 Sefton Street, Liverpool L8 5SN

Authorised and regulated by the Financial Services Authority

0845 555 5333

or click here to email us.