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Silver Birches Financial Planning

4.9 (12 Ratings) | Write a review

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

   Open today 08:30 - 21:00

Why Choose Us?

Fully Qualified
No Obligation
Proven Track Record
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Review summary

4.9
4.9

12 reviews

12
5
11
4
1
3 0
2 0
1 0
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Our location

Opening hours

Monday 08:30 - 21:00
Tuesday 08:30 - 21:00
Wednesday 08:30 - 21:00
Thursday 08:30 - 21:00
Friday 08:30 - 21:00
Saturday Closed
Sunday Closed

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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

Related searches:

Financial Services Financial Planning Independent Financial Advisers Pensions Financial Consultants Investment Consultants Architects Accountants Solicitors Estate Agents Notaries Letting Agents

Reviews

10/10 experience with Ben

5
Within the space of a week, not only did Ben help me set up a pension through my LTD, he also passed on financial advice which has potentially saved me hundreds of thousands of pounds in the long-term. One thing to note is that whilst I reached out to Ben exclusively for a pension, he was still willing to go out of his way to help me on other matters & advise me on different things, even though it wasn't part of the original scope of work. A lot of people would have charged an additional fee, kicked up a fuss about it, etc - with Ben, it was the complete opposite --> it's almost as if you are talking with a friend. There's no clock-watching, no strict boundaries where you can only ask Qs associated with xyz, etc --> Ben goes out of his way to ensure that you understand everything & are comfortable with everything that is going on. Can't speak highly enough of him & would strongly recommend him to others.
05 Jun 2025
Hi Noor. Thanks so much for the great review. Really enjoyed learning about your business and your long term plans and looking forward to seeing how things progress. Really appreciate the kind words. Thanks Ben
05 Jun 2025
Hi Noor. Thanks so much for the great review. Really enjoyed learning about your business and your long term plans and looking forward to seeing how things progress. Really appreciate the kind words. Thanks Ben
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Very Professional

5
Ben Williams always listens to your needs and circumstances then tailors a retirement plan accordingly. Professional , knowledgeable and friendly.
05 Jun 2025
Hi. Thanks for taking the time to leave positive feedback. It has been great working with you over the years. Ben
05 Jun 2025
Hi. Thanks for taking the time to leave positive feedback. It has been great working with you over the years. Ben
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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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