Southcote Financial Limited

Restricted - Whole of Market  30A The Green, West Midlands, Birmingham, B38 8SD
Pension and Retirement Specialists.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Lump sum
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Regular savings
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Accident & sickness
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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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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.1/10
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FCA authorised
Last authorised 30th November 2020
Meet our advisers
David Price
Mortgage Advisor

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.

Will Kiely
Financial Advisor

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.

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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

About us

We are a local financial advice company based on the historic Kings Norton Green in the West Midlands. We have over 14 years of experience providing quality advice to help our clients achieve their goals. Our aim is to provide effective and ongoing advice to our clients to help them realise their goals

Our services

We specialise in our clients, as every client is different. We treat you as an individual and assist you in trying to achieve your goals at whatever life stage.

No matter the employment type
- Company owner
- Contractor
- Employed
- Self Employed

We can help with mortgages, pensions, investments, equity release, protection, Long term care planning, insurances and corporate financial planning.

Where to find us
Head office address: 30A The Green, Kings Norton, West Midlands, Birmingham, B38 8SD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Commercial and overseas mortgages are on a referral basis.

Response rating
9.1/10
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FCA authorised
Last authorised 30th November 2020

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