Pool House Professional Advisers

Independent Financial Adviser Pool House, 30 Dam Street, Lichfield, WS13 6AA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Professional Advisers and Independent Trustees offering bespoke advice on all your retirement, investment and tax planning needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David Burns
Director
Jonathan Hovers MSc FPFS
Director
Accreditations
Chartered Financial Planner
What our clients say
What a pleasure to visit Pool House. A warm friendly greeting awaits you. Professional Advisers with huge experience in financial products and planning. A bespoke service to meet all your individual needs. Everything is explained to you in great detail and made easy for you to understand. A "no pressure” service in a beautiful Grade 2 listed building in the heart of Lichfield with a cup of tea or coffee, what could be any better!! Fully recommended.
PM, Lichfield
Where to find us

Pool House, 30 Dam Street, Lichfield, WS13 6AA

Make an enquiry
About us

Pool House Professional Advisers combines a wealth of experience in pensions, investments and tax planning advice providing clients with the highest levels of service and a bespoke solution to fit their respective requirements. The Pool House Advisery team comprises a range of skills and expertise in specialist areas with a combined experience of more than 40 years.

Our services

We are a Chartered Firm of Financial Planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

As Independent Financial Adviser’s we have access to a large range of financial products and services from a vast range of providers. We can recommend the products that are most suitable for you.

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

We work on a fee or commission basis and all costs are discussed at our initial meeting, which will be free of charge.

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