LG Embrey Financial Planning

Independent Financial Adviser  3rd Floor, Morfe House, Shrewsbury, SY3 7LU
First meeting at adviser's own cost
There is no ‘one size fits all’ solution for financial planning. Our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
We can advise you on
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Defined benefit
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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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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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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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Estate planning
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Steven Embrey

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

As independent financial advisers in Shrewsbury, we are invested in your future. Be that managing wealth, reducing your risk or providing a helping hand for your financial affairs. LG Embrey is committed to impartial financial planning and investment advice that benefits you & your family. Since 2010, we’ve been the long-term financial partner for loyal clients throughout Shropshire and beyond.

Our services

Final Salary and Defined Benefit Transfers
We hold the necessary qualifications and permissions to advise you in this area

Retirement planning
Identifying the best options for pension savings so you can plan for the retirement you want and deserve.

Inheritance tax planning
Managing your assets and inheritance tax bill so that your hard work can provide a legacy for future generations.

Wealth management
An overarching view to provide financial advice covering investments, estates, accounting, taxes, and legal.

Equity release
Unlocking the value of your property and turning it into a cash lump sum or several smaller amounts, giving you the financial freedom to enjoy life.

Independent mortgage advice
Supporting you to find the very best deal for your financial situation when it comes to buying a domestic or commercial property.

Financial planning
Planning advice to help you achieve a certain goal or target to achieve the lifestyle that you deserve and have worked for.

Where to find us
Head office address: 3rd Floor, Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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