1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Staffordshire
  8. breadcrumb-arrow
  9. Lichfield
  10. breadcrumb-arrow
  11. Reynolds Wealth Management

Reynolds Wealth Management

Independent Financial Adviser  69 Upper St John Street, Lichfield, Staffordshire, WS14 9DT
First meeting at adviser's own cost
Why Us? We specialise in ensuring you get the best out of your retirement and only deal with clients planning for, or at the point of retirement.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 25th October 2021
Meet our advisers
Mr Gareth Reynolds
Director, Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

What our clients say
We are extremely pleased with the help and advice given by Gareth. My husband had several pensions which were fiddly to say the least, particularly one provider who was not completely easy to deal with. Gareth has made this process so much easier and has obtained a good standard of living for our retirement and therefore giving us peace of mind to be able to enjoy ourselves. We would recommend Gareth to anyone as he is helpful, reliable, approachable and professional at all times.
Bernard Greatrix, Staffordshire
Gareth is a friendly bloke who gives good advice and is honest about the different products that may or may not be suitable for you. He was thorough, efficient and kept in regular contact.
Noel, Staffordshire
Gareth as provided me with all the financial advice I have needed over the last six years since my retirement with regards my pensions these were particularly complex due to the number of companies had worked for and without his excellent guidance I would have been considerably worse of today, following this Gareth as continued to provide a complete package of excellent financial advice and guidance this is most reassuring for both me and my wife and I look forward to our relationship continuing. PS I have already recommended Gareths services to both friends and relations.
Michael Jones, Sutton Coldfield
About us

Financial Planning practice in the heart of Lichfield, Staffordshire who's principal adviser holds both the Chartered & Certified Financial Planner titles. Gareth Reynolds was also Highly Commended in the <url hidden> Young Financial Planner of the year awards for 2015. Gareth also holds the required advanced pension qualification to advise on Final Salary Pension benefits.

Our services

We work with you, involving you in your planning needs as you are the most important part. We work primarily with clients looking to plan for or already at retirement and are qualified to assist on all pension planning including Final Salary Benefits.

We take the complexity from your life and give you peace of mind to enjoy it without the concern of running out of money. To get the best out of retirement you need to know that you have enough to live out your dreams and aspirations without worry, this is what we can give you.

Where to find us
Head office address: 69 Upper St John Street, Lichfield, WS14 9DT
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 25th October 2021

Similar advisers near you

Chapter House Wealth Management
Independent Financial Adviser 0.03 mi
We are committed to putting our clients at the heart of everything we do and to providing the best possible service.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 0.32 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
See profile
Enhance Financial Planning
Independent Financial Adviser 0.41 mi
We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
 
See profile
Pool House Professional Advisers
Independent Financial Adviser 0.42 mi
Professional Advisers and Independent Trustees offering bespoke advice on all your retirement, investment and tax planning needs.
 
See profile