Most people think Pensions are complicated and expensive therefore ultimately not worthwhile. If you have either one pension or a. Welcome to Simon Kershaw & Associates Limited, Wirral based Independent Financial Advisers offering bespoke financial and investment advice. At Simon Kershaw & Associates Limited our highly skilled and experienced professionals look forward to working with you to find the most effective way to meet all your financial needs.
Please select from one of our services below to find out more.
Please select from one of our services below to find out more.
Services
It was set up by Simon Kershaw, an Independent Financial Adviser from the area.
He had worked at other financial advice firms previously and had wanted to start his own company.
He began with a few workers and slowly started to build up his customer base.
Over the years advisers came and went and clients joined the customer base.
Since then, Christine has been moving the business into the 21st century by getting a new team of advisers and offering advice on different products.
The team of advisers are Malcolm Watters, Dean Ward, Emma Hughes, and Lewis Jones.
He had worked at other financial advice firms previously and had wanted to start his own company.
He began with a few workers and slowly started to build up his customer base.
Over the years advisers came and went and clients joined the customer base.
Since then, Christine has been moving the business into the 21st century by getting a new team of advisers and offering advice on different products.
The team of advisers are Malcolm Watters, Dean Ward, Emma Hughes, and Lewis Jones.
Whether you're looking to remortgage or find a new residential or buy to let mortgage, our experiences advisers will be more than happy to help.
Visit our Mortgages page to find out more.
Our personal financial planning service includes investment advice, life insurance, retirement planning, trusts and much more.
We also offer a vast range of services for business financial planning such as business protection, keyman insurance, tax planning, workplace pensions, wills, trusts, plus more.
Our pension advisers have a wealth of experience and can advise on best option for your circumstances.
Visit our Mortgages page to find out more.
Our personal financial planning service includes investment advice, life insurance, retirement planning, trusts and much more.
We also offer a vast range of services for business financial planning such as business protection, keyman insurance, tax planning, workplace pensions, wills, trusts, plus more.
Our pension advisers have a wealth of experience and can advise on best option for your circumstances.
We can help to clear the 'mine field' of rules applied by different lenders for different mortgages which can can often result in expensive mistakes and a frustratingly drawn out process.
In an increasingly difficult borrowing market, we will use our inside knowledge and experience to guide you to the right lender and product for your needs and circumstances.
Simon Kershaw & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
In an increasingly difficult borrowing market, we will use our inside knowledge and experience to guide you to the right lender and product for your needs and circumstances.
Simon Kershaw & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
At Simon Kershaw & Associates Limited we understand the need later in life, to raise some money, either as a cash lump sum, or to provide additional income for an expensive purchase, so Equity Release may be the solution.
We can advise you whether it would be more appropriate to take on a Lifetime Mortgage to release some of the equity on your property with a Home Reversion scheme, identifying the risks involved, and, if you are in retirement, look at how it may affect your estate.
To understand the features and risks contact our Mortgages Team today on 0151 625 4448 or email info@simonkershaw.com.
We can advise you whether it would be more appropriate to take on a Lifetime Mortgage to release some of the equity on your property with a Home Reversion scheme, identifying the risks involved, and, if you are in retirement, look at how it may affect your estate.
To understand the features and risks contact our Mortgages Team today on 0151 625 4448 or email info@simonkershaw.com.
Organising a Will can take less time than you think and give you the reassurance that your assets will be dealt with correctly if you die.
Our specialists can help you set this up in just two sessions, so that your family are not faced with the very drawn out, complex process of Probate, if you don't have a Will in place.
Our service offers all types of Wills from the basic type that everyone should have at the very least, to the more sophisticated trust-based arrangements, which can form a crucial part of your Inheritance Tax Planning.
Our specialists can help you set this up in just two sessions, so that your family are not faced with the very drawn out, complex process of Probate, if you don't have a Will in place.
Our service offers all types of Wills from the basic type that everyone should have at the very least, to the more sophisticated trust-based arrangements, which can form a crucial part of your Inheritance Tax Planning.
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