Estate Planning & Tax Service
Wills | Lasting Powers of Attorney | IHT Planning |
Call today and arrange a FREE intial meeting.
0121 421 7144
Open 9am to 3pm | Monday to Saturday |
Single Will £95.00
Joint Wills £245.00
Lasting Power of Attorney P&F £295.00
Lasting Power of Attorney H&W £295.00
We advise on gifting property | Buy 2 Lets to Limited Company | SDLT | CGT | Share Transfers | BPR | APR |
Voted Best Financial Advisers in Halesowen
| Offices in Manor Lane B62 | Free Parking |
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.
Sophie Collett Mortgage & Protection Advsier.
We are pleased to announce, Sophie was awarded the Top Rated Mortgage & Protection Adviser award 2021 from Vouchedfor in February 2021.
Our Advisory Team
Richard Bishop
Director
Amanda Chambers
Operations Manager
Andrew Timmins
Senior Mortgage Adviser
Andrew Jenkinson
Mortgage and Equity Release Adviser
Our key services
Retirement Planning
At retirement planning | Tax Free Cash | Flexible Pension Access
Financial Planning
Cash Flow Planning | Retirement Forecasts | Do I have enough money?
Mortgage Advice & Equity Release
Mortgages | First Time Buyers | Buy 2 Let | Equity Release
Estate Planning
IHT Tax Planning | Wills | Trusts | LPAs
Life Insurance and Mortgage Cover
Life Cover | CIC | Income Protection | BUPA
Group Life & Income Protection
Group life and income protection for small businesss | BUPA Group Schemes
Why use Premier Financial & Estate Planning?
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.
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 amanda@premierpractice.co.uk to request