Common Sense Financial Planning Ltd

Independent Financial Adviser 127 Birmingham Road, Lichfield, Staffordshire, WS14 9BJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
Your wealth should be aligned in such a way that it enables your life, not the other way around.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Wealth management
    • Long term care
Meet our advisers
Stuart Evans BA (HONS) DIP PFS
Director
Accreditations
Chartered Financial Planner
What our clients say
Clear sensible and knowledgeable advice delivered in a professional manner. Also has a sense of humour which is refreshing.
Fiona D, Birmingham
Stuart is very good at explaining the difference between the products on offer. He's friendly and approachable and very conscientious and trustworthy. Both my mother and I have used Stuart for a while now and we're very pleased with the service we've had from him. I would quite easily recommend him to other first time investors.
Mike & Vera R, Wolverhampton
Stuart has been my financial adviser for some 15 years. I have been impressed with his straight forward helpful manner which combines with a high level of professional expertise. The regular reviews we have are invaluable in helping me to successfully manage my financial affairs. Stuart has continued to provided excellent advice on a wide range of key financial issues for me. I would fully recommend Stuart to anyone needing help in his areas of expertise.
Michael O, Birmingham
Where to find us

127 Birmingham Road, Lichfield, Staffordshire, WS14 9BJ

Contact us
About us

Our approach is built on a philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around. The result is not so much a single, rigid, financial solution, but a vital process in which your wealth is always at the service of your life. The real questions in financial planning are not, “How much do you have now?” or “How much will you need in the future?” The real question is, “How do you want to live your life and how can your wealth support those ambitions.

Our services

We focus our efforts on helping you achieve a true “Life Wealth Integration” solution to your financial planning needs. Our firm’s experience encompasses a wide variety of financial disciplines. Acting as your Financial Life Advisor, we work closely with you to design and implement a total life plan for managing your wealth to meet your life goals. Our total planning approach is designed to provide you peace of mind throughout your lifetime and for future generations.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Common Sense Financial Planning Ltd Registered Office 38-39 Albert Road, Tamworth, B79 7JS. Registered in England and Wales No. 6812384. Common Sense Financial Planning Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.

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