Who We Help
Helping people get more from their finances across Merseyside, Manchester & beyond for over 15 years.
Are you looking to bring more focus to your wealth and finances? At Hanson Financial Services, our goal is to bring greater clarity to your goals and help you move towards them. Whether you need help with your pensions, financial protection, investment planning or other areas of financial advice, our team is at hand to assist.
Our simple approach starts with a conversation about your current situation and about your financial objectives and when you want to achieve them. We then develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree on the course of action you want to take.
We can help you across the range of financial planning, here’s just some of the services we offer:
Our approach is simple and straightforward
1. Getting to know you
We give our best advice by building a complete story of who you are and what you want to achieve. This covers what your objectives are, financially & personally, how comfortable you are with investment risk and use this to create a roadmap.
2. Our recommendations
Once we’ve gathered all the information we need, we’ll do our work to make a recommendation tailored to your objectives established during the fact-finding. If you are happy to continue with the recommendation, we will implement them for you.
3. Ongoing relationship
Often life changes, meaning plans need to be reviewed and updated. Our ongoing service allows us to regularly keep in touch and recommend changes where we think they’re appropriate; this helps you stay on track.
Our Services
Practical financial planning advice to people, families and businesses in Liverpool and the surrounding area since 1998.
Financial Planning
Looking to make the best financial decisions across your lifetime? We help by bringing everything together under one cohesive plan which moves you towards your goals.Our experts will tailor your plan to your circumstances.
Savings & Investments
Do you want to grow your wealth through investment? Do you want to know the best places to save your money for the future? At Hanson, our team can help you craft an investment and savings strategy which mitigates risk and maximises returns.
Wealth Management
How do you keep your wealth safe and stored in a tax-efficient way? Our in-house specialists provided the ongoing analysis you need to discern the answers to ensure your wealth is there to benefit you as much as possible.
Pensions & Retirement Planning
How much do you need for retirement, and how do you get there? Should your income be an annuity or another option? We can help you sift through these complex questions so you can make the right decisions for your future.
Estate & Tax Planning
Are you paying more tax than is really necessary? Our team provides the leading insight you need to regularly review your tax position and put money back in your pocket. Our jargon-busting services are here to make your money do the most for you.
Defined Benefit Pensions
Are you 54+ And Looking For Defined Benefit Pension Advice? If you are over 55 and have a defined benefit pension and are considering transferring the money into alternative investments, you will need advice from a Pension Transfer Specialist.
About Us
Established in 1998, the team at Hanson Financial Services has many years’ experience.
Established in 1998, the team at Hanson Financial Services has many years’ experience. With offices in Liverpool, Manchester and Chester, we provide advice across all of the North West, offering a wide range of services including investments, savings and mortgages.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Hanson Financial Services, we also pride ourselves on the friendly and approachable nature of our advisers and staff, and we play an integral part in the local community.
