INDEPENDENT FINANCIAL PLANNING
Financial planning with us isn’t complicated or expensive – and we’ve lowered our fees.
Unsure where to start with your financial plan? We can help
WHAT YOU’LL PAY | OUR FEE’S
£495.00 – Adhoc advice service.
£1,545.00 – complex financial planning requirements. We cover a range of services including protecting your wealth, sorting your pension or structuring your finances tax-efficiently.
£495.00 – small single pension to £50,000 (Adhoc advice)
£1,295.00 over £50,000 (mutiple schemes) – you’ll receive tailored advice on our fund and portfolio services, designed to help you grow your wealth over time.
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.
Estate Planning Manager
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.
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.
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: firstname.lastname@example.org 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.
PFEP | Latest Updates
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 email@example.com to request
Important information – please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest.