Business Details
28 Years
experience
Your Trusted Financial Advisers in Heswall
At Arrowe Financial, we have dedicated ourselves to delivering exceptional financial advisory services since 1998. Our team of experienced professionals combines technical expertise with a deep understanding of individual and corporate financial needs, offering tailored solutions in mortgages, pensions, investments, and protection. Built on core values of integrity and client-centric service, we prioritise long-term relationships and transparent communication. With decades of collective experience, including industry-recognised qualifications and specialist accreditations, we ensure clients receive informed, ethical guidance.Our commitment to excellence is demonstrated through bespoke strategies that protect and grow wealth, supported by ongoing client education and proactive support. As a locally-rooted firm, we actively contribute to community initiatives through charitable partnerships, maintaining a balanced focus on financial success and social responsibility.
Services
Mortgage Advice
Pension Planning
Investment Advice
Business Protection
Equity Release
Life Insurance
Protection Plans
Retirement Planning
General Insurance
Details
- Year established: 1998
Highlights and features
- We offer bespoke financial planning strategies tailored to individual needs
- Our advisers have over 20 years of industry experience
- We combine technical expertise with transparent communication
- We maintain FCA-authorised representative status for regulatory assurance
- We support local charities through the Openwork Foundation
Services
Mortgage Advice
Our mortgage advisory service helps clients navigate residential and buy-to-let financing options. We assess individual circumstances to recommend suitable interest rate structures and repayment plans. With expertise in complex portfolios and first-time buyer solutions, we ensure informed decision-making while highlighting potential risks including repossession.
Pension Planning
We provide comprehensive pension planning strategies to secure financial futures. Our advisers explain various pension types and investment vehicles while considering tax implications. We help clients understand retirement options and manage funds to maintain lifestyle standards during post-employment years.
Investment Advice
Our investment advisory service focuses on risk-appropriate portfolio management. We guide clients through market instruments while explaining potential capital fluctuations. The service includes regular performance reviews and strategy adjustments to align with evolving financial goals and market conditions.
Business Protection
This service safeguards businesses against unforeseen events through tailored insurance solutions. We help establish coverage for key personnel, partnership changes, and operational risks. Our approach ensures business continuity and financial stability during unexpected disruptions.
Equity Release
We advise on equity release schemes allowing homeowners to access property-locked capital. Our specialists explain lifetime mortgage options and downsizing protection while considering inheritance implications. The service ensures clients understand financial commitments and long-term impacts.
People
Michael Saunders
Company Director & Financial Adviser
With over 30 years in financial services, Mike founded Arrowe Financial in 1998. He specialises in investment and pension planning while supporting local charities through the Openwork Foundation. His triathlon fundraising achievements demonstrate commitment to community causes.
Jane Saunders
Company Director, Mortgage and Protection Adviser
Jane combines mortgage expertise with protection planning, specialising in complex buy-to-let portfolios. A former triathlon medallist, she brings competitive dedication to client service while balancing family commitments and ongoing athletic pursuits.
David Strype
Financial Adviser
Dave provides mortgage and investment advice with particular focus on landlord portfolios. With a background in marathon running, he applies disciplined approach to financial planning while maintaining active client engagement through regular community participation.
Suzanne Garrity
Financial Adviser
Sue offers comprehensive financial advice including equity release solutions. With over 15 years at Arrowe Financial, she combines technical expertise with personal understanding of clients' needs while maintaining active involvement in local community activities.
Sharon Kennedy
Financial Adviser
Sharon manages daily operations while providing technical support for investment and pension platforms. A black belt martial artist and Rock Choir member, she balances organisational responsibilities with client-focused service delivery.
Questions
What financial services do you offer?
We provide mortgage advice, pension planning, investment guidance, business protection, equity release, and life insurance solutions tailored to individual needs.
How do you tailor financial advice to individual needs?
Our advisers conduct comprehensive assessments of personal circumstances, financial goals, and risk tolerance to create bespoke strategies addressing specific requirements.
Are your mortgage recommendations suitable for first-time buyers?
Yes, we specialise in guiding first-time buyers through mortgage options, explaining different rates and helping secure appropriate financing solutions.
How do you approach pension planning?
We explain various pension types, assess retirement goals, and recommend investment strategies while considering tax implications and future income requirements.
What business protection options do you provide?
We offer tailored insurance solutions covering key personnel risks, partnership protection, and business continuity planning to safeguard against unexpected events.
Can you help with equity release?
Yes, we advise on lifetime mortgages and other equity release schemes, explaining implications for inheritance and long-term financial planning.
