Established in 1989, we deliver highly specialised financial advice to companies, professional partnerships and individuals and have built a reputation based on the quality of service and impartial advice that we provide.
Our Consultants are recognised as being amongst the most highly qualified in the industry, many having achieved Chartered Financial Planner status and Fellowship of the Personal Finance Society (PFS).
We have Consultants throughout the UK, providing national coverage to our clients, and we advise across diverse areas of financial need.
As a fully independent firm, our clients enjoy financial advice that is free from bias. We are not ‘tied’ to promoting products from a particular company, leaving us free to provide advice that best meets individual circumstances.
We provide bespoke financial solutions. Our philosophy is to combine a professional approach with innovative financial planning advice. We are not afraid to challenge your thinking, or help you look at things from a different perspective so that you can make an informed decision about how best to achieve your goals.
Advice to GP's and other Medical professionals, particularly with regards to the NHS Superannuation Schemes.
Advice on Lifetime Allowance and (Tapered) Annual Allowance.
Advice on reducing the tax exposure following the sale of your business.
A review of your Investments and Pensions to ensure that they continue to represent value for money and that you are able to take advantage of all available options with regards to Pension Freedom.
Defined Benefit (Final Salary) Pension advice, considering the merits of transfer (where appropriate).
Business Protection advice including Share Protection and Key Person Cover.
Investments and Pensions (New Money)
Pannells Financial Planning Ltd, 45 Church Street, West Midlands, Birmingham, B3 2RT
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