PFEP

Independent Financial Advice

Premier Financial & Estate Panning provides independent advice to individuals and businesses. Based in Lapal near Halesowen the company has been established since 2007. The team at PFEP have over 50 years experience in financial services and we focus on providing a planned approach to clients finances and offer a range of turn-key services to ensure all aspects of our clients financial planning is reviewed and implemented.

Advice Team

Richard Bishop

Director

Amanda Chambers

Operations Manager

Andrew Timmins

Senior Mortgage Adviser

Sophie Collett

Mortgage and Protection Adviser

Jackie Bishop

Director

Andrew Jenkinson

Mortgage and Equity Release Adviser

Gurveer Atwal

Investment Manager

Kashai Grant

Estate Planning Manager

Premier Financial & Estate Planning

Offices in Manor Lane. B62 8PU.

We are fully regulated by the Financial Conduct Authority.

20 years experince.

 

Premier Financial & Estate Planning

We are based in Halesowen and offer financial advice to our clients based in: Halesowen, Wolverhampton, The Black Country and Kidderminister.

  • Practice Practice Limited – we have been offering regulated financial advice for over 14 years.
  • Clean compliance & complaints record.
  • You have recourse to the Financial Ombudsman Service if you’re unhappy with any advice or financial products recommended by Premier Practice.
  • You are covered by the Financial Services Compensation Scheme.
  • Over £10 Million of Client Assets under Influence.

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