Balmoral Associates is a well established practice of Independent Financial Advisers, providing advice to individuals and businesses on a range of matters. The practice has a number of male and female advisers, specialising in various areas as described on our website. Each of our advisers is qualified and undertakes minimum annual training and knowledge assessments to help keep abreast of industry developments.
Meetings can take place in your home, place of work or at our offices in Churchtown, Southport, where ample free parking is available. 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.
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.
financial advisers, financial advisor, investment
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