First Service Financial Ltd

Independent Financial Adviser 2 Hagley Close, Hagley, Stourbridge, West Midlands, DY9 9LP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jonathan Plant B SC, DIP PFS
Director
What our clients say
Please check on Linkedin for personal recommendations.
Jon Plant, Hagley
Where to find us

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

Make an enquiry
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.

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

First Service Financial Limited is Authorised and Regulated by the Financial Conduct Authority. Our reference is 479175.

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