Description: Silver Birches Financial Planning is a firm of financial planners providing advice to both individuals and businesses across the North West.
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It is important for us to build a solid financial plan that is flexible and achievable
Silver Birches Financial Planning is a firm of financial planners providing advice to both individuals and businesses across the North West. Based in Parbold, Lancashire. 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. With our clients at the heart of everything we do, our financial planning service is built on transparency and trust, taking careful time to fully understand your objectives. We work wi
Ben graduated from Sheffield Hallam University with a First Class Honours degree in IT with Business. Upon graduation Ben obtained his Diploma in Financial Planning whilst working for a local firm. In 2019 Ben and David set up Silver Birches Financial Planning. Ben looks at all aspects of financial planning and using technology builds bespoke financial plans to meet specific needs and retirement objectives. Ben is committed to achieving Chartered Financial Planning status. Qualifications; BSc (Hons), DipFA,