Reynolds Wealth Management

Independent Financial Adviser  69 Upper St John Street, Lichfield, WS14 9DT
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FCA authorised
Last authorised 20th June 2022
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
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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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Buy my next home
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Equity release
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Wealth management
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Mr Gareth Reynolds
Director, Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

69 Upper St John Street, Lichfield, WS14 9DT

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