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.

Reviews and Ratings for Financial adviser Richard Bishop, Birmingham

Our Advisory Team

Richard Bishop


Amanda Chambers

Operations Manager

Andrew Timmins

Senior Mortgage Adviser

Sophie Collett

Mortgage and Protection 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: 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

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