FPC Financial Services

Independent Financial Advisor in Port Sunlight, Wirral

Call us on: 0151 644 1644

Welcome

 

FPC Financial Services is an Independent Financial Advice firm based in Port Sunlight, Wirral. Established in 1987, the company is still led today by David Bowler, its original founder. David has advanced financial planning qualifications, covering several fields.

Our team are highly experienced and have great expertise in the world of finance. All of them have previously worked for many years in major Insurance Companies and Solicitors. Recent expansion has required us to take on a new Trainee Independent Financial Adviser, Shane Jackson.

Our main areas of expertise:

  1. Investment Advice
  2. Inheritance Tax Planning
  3. Pension Planning
  4. Financial Protection
  5. Probate Administration

Our offices are above the former Port Sunlight post office building (now Tea Rooms) a half timbered oak building built in the early 1900s.

How we can help

Financial Planning

We help you make sensible decisions about your money, the journey begins by understanding what is important to you. We will then guide you step-by-step towards your financial goals & objectives.

Inheritance Tax Planning

We specialise in inheritance tax planning and through utilising our expertise, you may drastically reduce or even completely eliminate your inheritance tax burden.

Pensions

A pension is fundamentally simple, it provides you with an income when you no longer want, or need to work. In reality, however, saving, planning, and maintaining your retirement can be complicated.

Financial Protection

Are you a company director or high-level employee?
Why not contact us to hear more about Relevant Life Insurance? A unique insurance policy allowable a tax-deductible expense which offers savings up to 50% on traditional Life Insurance.

Structured Deposits

Structured deposits, unlike pure investment products, guarantee that, regardless of how the stock market performs, your initial investment will be returned in full at maturity.

Contact Us

You can get in touch with us using any of the following methods.

[email protected]

0151 644 1644

88 Greendale Road, Port Sunlight, Wirral, CH62 4XD

Monday - Friday 9am - 5pm