Hopefully, you already know how crucially important a financial plan is for you and your family. Our financial planners can do all the heavy lifting for you – leaving you to get on with life knowing your money is positioned correctly for the future.
Starting your financial plan, it all starts with a short conversation.
Book a free financial planning consultation and we’ll look at your circumstances, identify any planning gaps and provide you with a strategy to secure you and your families future. From inheritance tax planning to investing, pensions, protection and mortgages, we’ll cover everything that matters to you.
Whether or not you decide to act on our advice is of course entirely up to you. But at least you’ll make a well-informed decision.
Unsure where to start with your financial plan? We can help
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.
Richard Bishop | Financial Planner
Sophie Collett | Mortgage Adviser
Andrew Jenkinson | Equity Release
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.
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.