Pannells Financial Planning

Independent Financial Adviser  Pannells Financial Planning Ltd, West Midlands, Birmingham, B3 2RT
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FCA authorised
Last authorised 10th May 2021
We provide innovative and bespoke financial planning to fit around both your individual and corporate objectives.
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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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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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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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
Meet our advisers
MR Tim Bartley MBA FPFS Chartered Financial Planner
Chartered Financial Planning Consultant
About us

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.

Our services

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)

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Pannells Financial Planning Ltd, 45 Church Street, West Midlands, Birmingham, B3 2RT

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