First Service Financial Ltd

Independent Financial Adviser  2 Hagley Close, Hagley, Worcestershire, DY9 9LP
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FCA authorised
Last authorised 13th July 2020
Very simply, my objective is to advise you what I would do if I were you, knowing what I know.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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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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Accident & sickness
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Buildings and contents
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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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Payment protection 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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Commercial mortgages
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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 risk
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Long term care
Meet our advisers
Jonathan Plant B SC, DIP PFS
Director
About us

First Service Financial offers a professional financial planning service in the West Midlands region. You will receive the personal attention of a diploma qualified adviser, and your first meeting will be free of charge and obligation within 50 miles of our offices. Our remuneration is based on Adviser Charging, whereby we agree the cost of our services for both initial research and ongoing reviews, which can be paid on a fee basis or commission offset.

Our services

Our clients tell us that we translate financial jargon into plain English. "Ease of Contact and Communication" was one recent comment made by a client. We only have one product and that is advice. We value our independence, and work for you, not the product providers.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

2 Hagley Close, Hagley, Stourbridge, West Midlands, DY9 9LP

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