TRUST IS THE FOUNDATION TO A SUCCESSFUL RELATIONSHIP

About Us

Silver Birches Financial Planning

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 with you to build a bespoke plan that will help achieve your long term financial goals by;

  • personalising advice to suit your unique needs.

  • explaining complex issues in a way that’s easy to understand.

  •  giving you friendly, local support whenever you need it.

  • providing ongoing help, personalised for you.

Quilter Financial Planning (Our Network)

We are part of the Quilter Financial Planning Network who share the same values and beliefs about being clear and transparent with our clients. Quilter Financial Planning are one of the leading financial advice networks in the UK, with a strong track record of delivering great customer solutions.

Quilter Financial Planning supports over 1,300 appointed firms in the UK and is home to some of the fastest-growing, most progressive advisory firms in the UK.

Meet The Team

Ben Williams
BSc (Hons) PETR AdvDipFA Chartered ALFBF
Founder, Chartered Associate of the LIBF & Financial Planner
Tel: 07837760122
Email: benwilliams@silverbirchesfp.co.uk

Ben graduated from Sheffield Hallam University with a First Class Honours degree in IT with Business. Upon graduation Ben obtained his Diploma for Financial Advisers 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 with the aid of specialised software builds bespoke financial plans to meet specific needs and retirement objectives.

As a Chartered Associate of the LIBF, Ben is highly qualified, experienced and committed to the highest professional and ethical standards.

Steve Rowley-Terry
BSc (Hons) Dip (PFS)
Financial Planner

Steve has been an accountant for nearly 20 years, working for big firms such as Deloitte, KPMG and PwC, before setting up his own practice in 2021. He qualified as a Financial Adviser in 2022.

Steve uses a holistic approach to financial planning, tailoring his advice to each specific client to help them achieve the best possible outcomes. Coupled with his accountancy experience Steve is able to offer a wide range of advice and has a particular focus on tax efficiency.

Steve trades under Bolnore Financial Planning, which is a trading style of Silver Birches Financial Planning.