Financial Advisors in Warrington

Building wealth is only part of the journey. Knowing how to use it confidently can be just as important.

Many people come to us as retirement starts to move from a distant goal to a real-life decision. Questions about pension income, investment withdrawals, business succession, inheritance tax and long-term financial security can quickly become interconnected. Our role is to help you make sense of those moving pieces and create a plan that supports the lifestyle you want today while protecting your future options.

Located near Lymm, our Warrington office supports clients across Cheshire, Greater Manchester and the wider North West. Set within a converted farm development with award-winning gardens and a strong community atmosphere, the office offers a welcoming alternative to a traditional city-centre financial services environment. Clients benefit from easy accessibility, ample parking and a relaxed setting for discussing important financial decisions.

As part of Perspective Financial Group Limited, advisors in the Warrington office combine local knowledge with the wider expertise and resources of a national financial planning business. Clients benefit from the personal service and continuity of a local office while having access to a broader network of technical specialists when required.

Experience that supports every stage of retirement

Many of our clients have reached the stage where the focus shifts from building wealth to making that wealth work effectively. This transition from accumulation to retirement income planning, often referred to as decumulation, can be one of the most significant financial changes a person experiences.

Understanding how much income can be taken sustainably, how investment portfolios should evolve in retirement and how future events may affect financial security often benefits from professional guidance. Through cashflow forecasting, scenario modelling and ongoing financial planning, we help clients visualise different outcomes and make informed decisions with greater confidence.

The Warrington team combines decades of collective experience across retirement planning, investment management, estate planning and later-life advice. Advisors work closely with clients to create strategies that can adapt as circumstances change, helping individuals and families navigate the challenges and opportunities that retirement can bring.

Several advisors have developed specialist knowledge in long-term care planning, helping clients and their families prepare for potential future care requirements and the financial considerations that accompany them.

The wider team also includes advisors experienced in supporting Court of Protection clients and working alongside professional deputies where tailored financial planning support is required.

By combining specialist knowledge with personalised advice, the Warrington team helps clients make confident decisions both now and in the future.

A collaborative team focused on long-term outcomes

The Warrington team includes financial planners Will Cooke, Mickey Boyle, Prescott Thomas Harrison, Steve Lester and James Cooper, who are supported by experienced paraplanners and client service professionals. The team works collaboratively, allowing clients to benefit from a broad range of expertise while retaining a dedicated advisor relationship.

Professional development is also an important part of the office culture. Through its advisor academy and development programmes, the team actively supports new entrants into the profession, helping develop the next generation of financial planners while maintaining high standards of client service and technical expertise.

At Perspective Financial Group Limited’s Warrington office, clients are supported by experienced advisors with strong professional credentials and a clear focus on long-term financial planning. Will Cooke APFS is a Chartered Financial Planner and is regarded as the office’s informal lead advisor. With around 15 years’ experience in financial services and expertise across long-term care, investment, wealth management, estate planning and retirement advice, Will brings senior technical knowledge and a relationship-led approach to client planning.

Jake Waterfield APFS is also a Chartered Financial Planner at the Warrington office. Having worked in financial services since 2016, he has experience across financial planning, paraplanning and specialist areas including long-term care, discretionary investment management and pension transfer advice. His advice is shaped around each client’s goals, values and long-term priorities.

The team also includes Mickey Boyle-Prescott DipPFS, a Financial Planner who supports clients from Warrington and other regional Perspective locations. Mickey holds the Level 4 Diploma in Regulated Financial Planning and a First Class Honours degree in Accounting and Finance, bringing technical grounding across pensions, retirement income, investments, savings and inheritance planning, with an open and straightforward advice style.

“The area of financial planning I enjoy most is helping clients transition from building wealth to drawing on it. Giving people confidence that they can retire when they want and live the lifestyle they have worked hard for is incredibly rewarding.”

Will Cooke, Chartered Financial Planner

Why choose our Warrington financial planning team?

• Chartered Financial Planners and professionally qualified advisors.
• Strong retirement planning expertise, particularly for clients transitioning into retirement.
• Specialist knowledge in later-life planning and long-term care.
• Experience supporting intergenerational wealth planning and family financial strategies.
• Access to Court of Protection and specialist planning expertise through the wider Perspective network.
• Cashflow modelling tools that help bring clarity to future financial decisions.
• A collaborative team structure supported by the resources of Perspective Financial Group Limited.
• Relationship-led advice built on continuity, trust and long-term client support.
• Welcoming office environment with convenient access and ample parking.

The office places particular emphasis on building lasting relationships, with many clients valuing the continuity and familiarity that comes from working with advisors who understand both their financial arrangements and the wider context of their lives.

Visit the Warrington office

The Warrington office is located within a converted farm development, creating a distinctive and welcoming environment that many clients enjoy visiting. Unlike many town-centre locations, the office benefits from ample on-site parking and straightforward access for visitors.

Conveniently located close to both the M6 and M56 motorway networks, the office is easily accessible for clients travelling from Warrington, Cheshire, Manchester, Liverpool and the wider North West.

Whether you are seeking financial advice for the first time, approaching retirement or reviewing an existing financial plan, you can expect a welcoming environment, clear guidance and a relationship-led approach focused on helping you achieve your long-term financial goals. If you would like to discuss your financial future, we would be delighted to welcome you to our Warrington office and explore how we can help.