Independent Financial Advice

Helping you: save, invest, retire and buy property

Call today and arrange a FREE meeting.

0121 421 7144

Open 9am to 1pm | Monday to Saturday |

  • Pensions

  • Investments

  • Protection

  • Mortgages

  • Estate Planning

  • Tax

The very best independent financial advice.

PFEP is a specialist financial planning and mortgage firm located in Lapal, near Halesowen. We are dedicated to providing independent financial & mortgage advice to: individuals, families and businesses.

Why use the PFEP Team?

Innovative Financial Planning

Our specialists are passionate about evidence-based investing and the management of your money to achieve your financial goals.

Experienced team

We have an expert team of financial planners and mortgage advisers who provide quality independent advice. We put you at the centre of what we do.

See our reviews on Vouched4

Almost 60% of our referrals come from other clients, and we are very proud of this fact. You can read our clients reviews here – Vouched4

I need help – What is the next step?

Please call first: 0121 421 7144 or you can use the ‘Book a Meeting‘ option.

If you’d prefer, please email: with a brief description of how we can help you.

Pensions, investments and taxation rules are complex – our advice and and language isn’t.

We won’t baffle you with jargon, just tell us what you want to achieve and the assets you already have and we will do the rest.

Premier Practice Our New Offices

Getting a mortgage quote is based on your personal details – work history, income, credit history, mortgage history and ability to pay. To get the best rates you will need a good credit history, any credit problems and the interest rate will start rising – in real terms the best interest rates are linked to

Office Closed with Immediate Effect

Office Closed with Immediate Effect  In response to the developing situation regarding the Coronavirus, and in light of the government’s revised guidance issued yesterday we wanted to update you on our contingency planning measures. The safety of our clients, staff and our colleagues at our shared offices remains our key priority so we have decided to close the

Invest from £5.00 per week

Invest from £5.00 per week. Take advantage of our cheapest Stocks & Shares 2018 ISA Deal, with Nucleus Platform & Vanguard funds. 0.57% Total Platform & Fund Charge*, Cheaper than Hargreaves Landsdown! Advice & Setup Administration Fee.  £98.50 + VAT. Offer Available in April 2018 Only. Kick Start your Savings Plans Today. Email to request