Silver Birches Financial Planning

1 Hillside Avenue, Parbold, Wigan, WN8 7AW Directions

   Open today 08:30 - 21:00

Why Choose Us?

Fully Qualified
No Obligation
Proven Track Record

Business overview

Silver Birches Financial Planning is a firm of financial planners providing advice to both individuals and businesses across the North West. It was founded by father and son David and Ben Williams who share the same mindset that clients should be treated fairly in line with their evolving needs

Photos

Approver: Quilter Financial Planning Solutions: 23/02/23
Image 3 of Silver Birches Financial Planning
Image 4 of Silver Birches Financial Planning

Products & Services

Pensions

Tax Planning

Life Insurance

Life Assurance and Pension Companies

Investments

Financial Advisers

Income Protection Insurance

Financial Planning

Credentials

Accreditations

  • Member of London Institute of Banking and Finance

Reviews

Very Professional

5
Ben Williams always listens to your needs and circumstances then tailors a retirement plan accordingly. Professional , knowledgeable and friendly.
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Retirement Plan

5
I am retiring next year and wanted advice about how to take my various pensions.
Ben explained my options and was very professional and knowledgeable and explained everything in a clear manner and i feel confident going forward for Ben to look after my finances.
28 Nov 2022
Hi Colin, Thanks for taking the time to leave a review. Ben
28 Nov 2022
Hi Colin, Thanks for taking the time to leave a review. Ben
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Made me richer

5
Professional, Responsive and beats bank rates what is there not to like
28 Nov 2022
Hi Simon, Thanks for taking the time to leave a review. Ben
28 Nov 2022
Hi Simon, Thanks for taking the time to leave a review. Ben
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Puts your mind at rest

5
As a normal working man in his 50s , you start wondering about your pension, what it’s worth, how many pensions have you got from previous employment, the young man who handled my pension (Ben Pencion) put my mind at ease from the start, explaining everything in simple terms , I had 4 pensions , paper work all over the house , after a few weeks Ben sorted everything out for me , now I have 4 pensions rolled into one ,no more worrying about what I’ve got when I retire, he works everything out for you , explaining everything . Your probably thinking the way I was at first , everybody’s out to rip you off , believe me , this firm isn’t , you realise that after your first meeting. Silver Birches , get on it 👍
30 Mar 2021
Hi Stephen, Thank you so much for taking the time to leave a review. We welcome all feedback good or bad and we are pleased that you have had such a good experience with Silver Birches. Thanks, Ben Williams
30 Mar 2021
Hi Stephen, Thank you so much for taking the time to leave a review. We welcome all feedback good or bad and we are pleased that you have had such a good experience with Silver Birches. Thanks, Ben Williams
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Silver Birches Financial Planning, David Williams positive review

4
We have used the services of David Williams, now of Silver Birches Financial Planning, for approximately 20 years. In this time we have been pleased with the services he has provided and continues to provide.
As with all financial issues there is potentially an underlying risk but David takes time to ensure those risks are understood and looks to provide a suitable service package to fulfill our requirements.
He regularly keeps in touch and is always prepared to answer any queries we may have.
30 Mar 2021
Hi John, Thanks for taking the time to leave your feedback. Our clients are at the heart of everything we do. Thanks, Ben
30 Mar 2021
Hi John, Thanks for taking the time to leave your feedback. Our clients are at the heart of everything we do. Thanks, Ben
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