Pension Planning Centre

Independent Financial Adviser 8 Norton Road, Coleshill, Birmingham, B46 1ET
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • 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
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Steve Moulton
Independant Financial Adviser
Where to find us

8 Norton Road, Coleshill, Birmingham, B46 1ET

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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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