Horizon Financial Planning Limited

Independent Financial Adviser 7 Weekin Works, Park Hill Road, Harborne, Birmingham, West Midlands, B17 9HD
FCA verified
10th December 2018
Offering wealth management and flexible financial solutions for individual and corporate clients.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Simon Broome
Director
Where to find us

7 Weekin Works, Park Hill Road, Harborne, Birmingham, West Midlands, B17 9HD

About us

Horizon Financial Planning Limited has been established since 2001. The Managing Director, Simon Broome, has been in the financial services industry for over twenty years.
We specialise in holistic financial planning, providing independent, professional, impartial advice. Creating a financial plan is a collaborative process. Once created our expert knowledge, advice and review programme will keep you involved, informed and in control.

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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