Simon Kershaw and Associates Ltd ( IFA )
72 Sandy Lane, West Kirby, Merseyside CH48 3JA, United Kingdom
About the Business
Welcome to Simon Kershaw and Associates Ltd (IFA), a trusted financial establishment located in the charming town of West Kirby, Wirral in the United Kingdom. Our team of experienced Independent Financial Advisors provides comprehensive financial solutions to individuals, families, and businesses across the region.
Our office is situated in The Old Bakery, a beautiful old building that adds to the serene ambiance of our location. Inside, you'll find a warm and welcoming atmosphere coupled with a professional approach towards providing fiscal advice to all our clients. Our team is dedicated to offering tailored solutions that are unique to your individual needs, utilizing our expertise in financial planning, wealth management, retirement planning, investment advice, and more.
At Simon Kershaw and Associates Ltd (IFA), we understand that your financial situation is unique, and our team of experts are committed to providing you with a bespoke financial plan that is tailored specifically to your financial objectives. We strive to make sure that all our clients feel heard and involved throughout the entire process, ensuring that they have a clear understanding of the options available to them before making any financial decisions.
Our team of Independent Financial Advisors has years of experience in the industry, providing financial expertise that is second to none. As such, our institution has garnered a reputation as one of the leading providers of financial advice in the region. Our services are designed to provide our clients with a clear and concise understanding of their financial situation, and how they can achieve their goals.
At Simon Kershaw and Associates Ltd (IFA), we are passionate about providing our clients with the tools and knowledge they require to make informed financial decisions. Our establishment is a point of interest for anyone seeking financial advice and planning solutions. With our comprehensive approach to finance, we guarantee to leave you feeling confident and in control of your finances.
So why not come and visit us at our offices located at 72 Sandy Ln, West Kirby, Wirral CH48 3JA, United Kingdom. Our team of friendly and experienced advisors look forward to providing you with the financial solutions you require.
Contacts
The Old Bakery, 72 Sandy Ln, West Kirby, Wirral CH48 3JA, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"When looking at options to borrow for our extension, it got to a point where we decided professional advice and guidance would be best. We did some research and came across Simon Kershaw & Associates who in turn provided us with options and access to solutions we would never have found by ourselves. We found them to be thorough and very responsive to our situation - would highly recommend them."
"We’ve been using Simon Kershaw Associates for 18months now and wish we had given them a call years ago. They are professional and give sound advise without any pressure. Thank you for all your help."
"I am absolutely delighted with Malcolm Watters and the service he has given to me on investment and pension. He is the ultimate professional and I hold him in very high esteem."
"I have used Simon Kershaw & Associates for a number of years and have always found them to be professional and super helpful. They help explain things really well and have made the processes of getting our mortgage and insurances really easy. I would highly recommend!"
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