Why choose us?
Elements of value we provide
Our six core values frame our commitment to delivering exceptional client outcomes.
Organisation
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.
Accountability
We help clients deliver on their priorities by holding regular reviews. The sense of achievement through realising goals is inspirational and infectious.
Objectivity
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.
Proactivity
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.
Education
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.
Partnership
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.
We are a safe pair of hands
We are regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register by clicking here.
What our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Twenty years ago, my accountant recommended Matt Webb as a first-class financial adviser, and that has proved to be the case. Matt is always courteous and ready to explain any questions I may have.
Matt has been our financial adviser for a number of years, and we look forward to working with him for many years to come. His expertise, advice, guidance and reliability have been at the heart of the trusting relationship from which we benefit.
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 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.
Lync (previously operated as PWS Financial Consulting) has been our financial adviser since 2005. The team has always offered sound financial advice based on our investment objectives and personal needs. They keep in regular contact, explain our options clearly and guide us in an appropriate direction. We feel they truly care about us, our finances and our future.
Having been a client for over 20 years, I cannot recommend the firm too highly. The levels of professionalism and product knowledge are excellent. The team takes a genuine interest in client and family circumstances and provides continuity of personnel, which is crucial for client comfort. Fees are realistic and ease of consultation is made a priority. I would not hesitate to recommend their services.
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.