Horizon Financial Planning Limited

Independent Financial Adviser  7 Weekin Works, Birmingham, West Midlands, B17 9HD
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FCA authorised
Last authorised 26th July 2021
Offering wealth management and flexible financial solutions for individual and corporate clients.
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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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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Group risk
Meet our advisers
MR Simon Broome
Director
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.

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

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

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