PFEP Wealth Management

Flexible retirement specialists

Speak to us today

 

We are the top rated financial adviser in Halesowen

MEET THE TEAM

Our specialists bring a wealth of knowledge and experience to help our clients get their finances in the best possible shape. No bonus schemes or incentives, our only interest is helping you and your family do what’s best for you.

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: hello@pfep.co.uk 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.

Privately owned, with offices in Birmingham & London, Elevation Wealth Management provides corporate and private individuals with clear, independent financial advice covering all aspects of planning using professionally managed financial solutions.