Helping you plan for your financial future.

  • Are you on track to retire?

  • Are you concerned your retirement date seems too far away?

  • Are your assets on track to align with your financial goals?

  • Do you need some confidence to make that leap and retire?

Are worried about running out of money?

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.

Richard Bishop MA DipFA

Areas of Expertise
Richard Bishop offers high levels of expertise for: individuals reaching retirement, multi-property owners and company directors. In addition solicitors and accountants often request advice for their clients who require complex tax and trust advice.
Richard is an expert and the leading author on company constitutional law and drafting articles of association for companies and charities.

Richard Bishop Financial Adviser Career Highlights
Richard is the Director of Premier Practice and recognised as a leading financial adviser in the industry. He’s a regular columnist for many of the leading financial publications including the Financial Times. He has lectured in financial planning at Coventry University.
He advises on a wide range of financial planning issues including complex: retirement, pension & tax planning together with niche tax mitigation for multi-property owners. Richard has developed an interest in estate planning and asset protection through his membership of STEP and is a trusted advisor to a number of high net worth families & business owners.
Richard is an Affiliate member of STEP, the world’s leading organisation for advisers who focus on family inheritance and succession planning. He is also a member of the London Institute of Banking & Finance and holds many advanced qualifications in both financial planning, trusts & taxation.

Richard Bishop MA DipFA Latest Publications

Areas of Expertise
Richard is an expert and the leading author on company constitutional law and drafting articles of association for companies and charities.

Articles of Association: Guidance and Precedents.

Charities and Not for Profit Organisations.

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.

Reviews and Ratings for Financial adviser Richard Bishop, Birmingham