Obsidian Financial

Independent Financial Adviser  27 Hannon Road, Birmingham, West Mids, B14 6BS
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FCA authorised
Last authorised 7th June 2021
Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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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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Long term care
Meet our advisers
MS Gem Durham Dip (PFS)
IFA
About us

Offering independent financial advice to individuals and businesses.
We start the process by gaining an overall understanding of your goals and ambitions, and then help you to plan to achieve those desires.
Your financial plan will change overtime as life events take place or changes in the market occur, we will be there to support you to adapt your plan to the changing circumstances.
In the current economic climate financial planning is becomming an ever more complex issue. My purpose is to work with you, to help you make informed and appropriate choices.

Our services

We take each individual person or company as just that - an individual. We offer a service to suit your unique individual circumstances and aspirations.
We genuinely care about our clients, we take pride in what we do and we ensure we deliver our promises together with a strong emphasis on customer service.
It is these simple but all important qualities together along with our knowledge and expertise that differentiate us from the rest and ensure we build lasting and trusted relationships with our clients.

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

27 Hannon Road, Kings Heath, Birmingham, West Mids, B14 6BS

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