Strategic Financial Portfolios Ltd

Independent Financial Adviser  Strategic Financial Portfoilos Ltd, Halesowen, West Midlands, B62 8HD
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FCA authorised
Last authorised 19th October 2020
We are a firm of independent financial advisers with combined experience of over 45 years specialising in bespoke fee based financial planning to Individuals, Companies and Trusts.
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 & 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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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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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
Mohammed Bostan BEng, MSc, DipPFS
Managing Director
Robert Anglin BSc MBA (Hons) DipPFS
Independent Financial Adviser
About us

Strategic Financial Portfolios Limited is Authorised and Regulated by the Financial Services Authority.

We provide clients with bespoke, independent financial advice. We achieve this by providing impartial advice that is entirely focused on the client's specific situation and needs. You can expect an objective, professional and efficient service. Our role is to help you understand your financial position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.

Advice is available to individuals, trustees and businesses at either our offices or a venue of your choice.

Our services

Strategic Financial Portfolios Limited is a firm of independent financial advisers with combined experience of over 45 years specialising in bespoke fee based financial planning to Individuals, Companies and Trusts.

All of our clients receive without exception, an objective, professional and highly efficient service personally delivered by a qualified licensed independent financial adviser.

At Strategic Financial Portfolios we work closely with our clients in creating a trusting relationship. Our core belief is that we have been successful because we have been able to give highly individual advice that is entirely focused on our client’s specific situation and needs.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Strategic Financial Portfoilos Ltd, 1 St Kenelm Court, Halesowen, West Midlands, B62 8HD

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