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  11. Meriden Financial Planning Limited

Meriden Financial Planning Limited

Independent Financial Adviser  Alpha House, Stourbridge, DY8 1PA
First meeting at adviser's own cost
Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
We can advise you on
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Annuity purchase
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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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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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life 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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Corporate pension
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Group Pension/Stakeholder
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Duncan Chance
Managing Director/Independent Financial Adviser

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

Accreditations
Certified Financial Planner
Mr Richard Oliver

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mr Daryl Chance
Mortgage and Protection Adviser
Richard Chapman
Independent Financial Adviser
Mr Simon Hornsey
About us

Are you looking for a mortgage or life insurance adviser near Stourbridge? Do you need specialist financial advice from a professional you can rely on? There are lots of reasons why people need advice from a financial adviser and Meriden Financial Planning in Stourbridge is here to help.

Based in the West Midlands near Birmingham, our local independent financial advisers are fully qualified and experienced in financial planning services. You may require someone to help you understand complicated financial jargon, or simply need independent financial advice you can trust.

Our Independent Financial Advisers currently cover the following areas, but are not limited to:

Birmingham; Bromsgrove; Coventry; Dudley; Evesham; Halesowen; Kidderminster; Redditch; Sandwell; Solihull; Stoke-on-Trent; Stourbridge; Stourport; Walsall; West Bromwich; West Midlands; Wolverhampton; Worcester and Worcestershire.

Our services

Our centralised investment process is built around client objectives. This will always form the basis of The independent financial advice we provide. Its important to our firm that these objectives are the clients and not our own.

Where to find us
Head office address: Alpha House, 42 New Road, Stourbridge, DY8 1PA
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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