INDEPENDENT FINANCIAL ADVICE
IN NORTH WEST ENGLAND

Established in 1978, we are a trusted, family-run group of Independent Financial Advisers here to help you plan for the future

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WE'RE BLACKBEAR FINANCIAL GROUP

We provide completely Independent Financial Advice to clients on The Wirral, in Merseyside, and Cheshire.

We focus on your unique needs, providing unbiased recommendations that align with your financial goals. Whether you're planning for retirement, investing for the future, or protecting your family; our dedicated team is here to guide you every step of the way.

WHAT WE DO

What life insurance do I need for a mortgage?

Our expert team of advisers can help you protect your family with unbiased, whole of market insurance advice.

Where can I get advice on Inheritance Tax?

Nobody likes a nasty surprise! So our team of advisers can help with estate planning to manage inheritance tax.

How much income can I get when I retire?

Planning for retirement can be scary, so we use cash flow modelling to forecast your retirement options.

Can I pay less tax on my investments?

The tax environment is constantly changing. Our team are always looking ahead to help you stay tax-efficient.

How do I start investing for retirement?

If you aren't sure your pensions are working for you, our team can review your situation and help you achieve your goals.

Do I even need a financial adviser?

If you aren't sure if you need, our no cost, no obligation initial meetings can help you get started.

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STAY AHEAD WITH THE LATEST PERSONAL FINANCE NEWS AND UPDATES

Our blog is your go-to resource for insights on what's actually happening in the real world - and most importantly, how it affects you.

Our goal is to dilute the jargon, distill the noise, and keep you up-to-date with the current affairs that affect your finances in a way that actually makes sense.

Get started with our latest posts below.