Common Sense Financial Planning Ltd

Independent Financial Adviser  127 Birmingham Road, Lichfield, Staffordshire, WS14 9BJ
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FCA authorised
Last authorised 7th June 2021
Your wealth should be aligned in such a way that it enables your life, not the other way around.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Stuart Evans BA (HONS) DIP PFS
Director
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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

127 Birmingham Road, Lichfield, Staffordshire, WS14 9BJ

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