Pension Planning Centre

Independent Financial Adviser 8 Norton Road, Coleshill, Birmingham, B46 1ET
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
The Pension Planning Centre helps individuals and families plan for their retirement.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Steve Moulton
Independant Financial Adviser
Where to find us

8 Norton Road, Coleshill, Birmingham, B46 1ET

Make an enquiry
About us

The Pension Planning Centre (PPC) is a service that helps individuals and families plan for a better future. We have advisers in various locations able to deal with your Pension needs.
We believe by establishing your goals and objectives we can develop a financial plan that is personal to you, and help you prepare for retirement. Within the plan, we look at your individual circumstances taking into account all of your financial assets, liabilities and your attitude to risk.
Whether you are looking at truly being financially independent or whether you are looking to be in the best possible position in retirement then we are able to help. Pensions are only one piece of the retirement puzzle; other pieces could include Individual Savings Accounts (ISA’s), Unit Trusts/OEIC’s and investment bonds and cash deposits.

We aim to help you make the most from your circumstances.

Our services

Our dedicated team of Pension Advisers work to develop long term relationships with our clients. We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of financial advice.

We recognise that any area of Financial Wealth Management is a personal issue and special to you. We are careful to take the time to ensure we understand your individual needs and aspirations - and as these may change over time, we review your affairs to ensure they continue to meet your objectives.

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

The Pension Planning Centre is a trading style of Obsidian Financial Limited which is Authorised and Regulated by the Financial Conduct Authority. FCA registration number 509756
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at
.

Registered Office: Obsidian House, Hints Road, Mile Oak, Tamworth Staffs B783PQ. Registered in England 6925501.

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