Coton Financial Management Ltd

Independent Financial Adviser 13 Coton Lane, Erdington, Birmingham, B23 6TP
FCA verified
3rd December 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
Meet our advisers
adviser-person
Ron Schmid
Director
Where to find us

13 Coton Lane, Erdington, Birmingham, B23 6TP

About us

We were established in 1988 and have built a reputation in the Erdington and Sutton Coldfield area for providing clear, impartial advice. Our financial adviser, Ron Schmid, has 40 years experience in the industry

Our services

We specialise in pre & post retirement planning for clients, generally involving lifetime cashflow planning with the subsequent purchase of an annuity and the investment of surplus funds

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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