Balmoral House, 139-141 Cambridge Road, Southport, Merseyside, PR9 7LN  (Show me directions) Show Map

01704 508100 Landline   

01704 506605    01704 506605   

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About us

Balmoral, now incorporating Jan Williams Financial Services, is a long-established and well respected firm of Independent Financial Advisers (IFAs), dedicated to providing a bespoke, first class service of the highest quality and integrity to both personal and corporate clients.

We are impartial professional advisers in the areas of investment and savings, pensions, protection, long term care and mortgages. We also have more specialist services as detailed elsewhere on this website.

Our clients are very important to us and one of our major strengths is our ability to build long-term relationships with our clients, so that we can continue to help them to meet their financial aspirations throughout their lifetimes.

The firm is run by a highly experienced and reputable senior management team with a clear and focused strategy, backed with a strong balance sheet. The company is privately owned by its working partners and has grown substantially since inception.

First Meeting

Please contact the Practice Manager, Clare Porter, with your initial requirements, after which time your enquiry will be passed to an Independent Financial Adviser.

We look forward to meeting you soon and hope we will be able to help you.

We hope you enjoy looking at our website and would welcome your feedback. We aim to update it often, so please come back soon.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For details of our fees for mortgage business please see our page "How we are Paid".

Please note

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE



You can choose how we are paid for mortgages: pay a fee, usually £250, or we can accept commission from the lender.

Employees