Financial Adviser Lichfield

We are an award winning firm providing local financial advice. Our offices are on the outskirts of Lichfield from where we are well placed to give you high quality service if you are looking to work with a financial adviser in Lichfield.

We have won several local awards which we are especially proud of as we have been nominated and voted for by our clients and business peers.

We have devised our own customer promise which all of our advisers including Lichfield Financial Advisers adhere to:

  • We promise to always treat our customers with respect and empathy, as we would expect to be treated by others
  • We promise to never take advantage of our customers and all our advice will be in what we believe is in the best interests of our customers
  • We promise to always be transparent, open and honest. We will use plain language to explain our recommendations, commission or fees.

The Benefits of a Lichfield Financial Adviser

There are many advantages to working with a firm of local Lichfield financial advisers. We know the area and in our sector getting forms signed is one of the things we have to do and it is much easier for us to call in to see you or for you to pop into our office if we do need a signature or proof of identity rather than relying on the Post in you have a Lichfield Financial Adviser.

Because we live and work in the area we know Lichfield. We work with business clients to offer financial planning advice to their workforce and this usually requires a number of separate visits to the business. Because we are local this is not an issue and we feel that we can provide a much more bespoke service and are able to build a long-lasting relationship. This is also true of our private clients who really build up a lasting rapport with their Lichfield Financial Adviser.

Financial Services Available in Lichfield

We provide a wide range of financial services, offering a holistic approach to our clients. Where we do not provide a particular service in-house we work closely with other professionals such as estate agents, solicitors and accountants to make your financial planning requirements in Lichfield as seamless and straight-forward as possible.

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.

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

The Financial Conduct Authority do not regulate estate planning, inheritance tax planning and auto enrolment.

Our Financial Advisers in Lichfield provide a host of financial planning advice and financial services including:

Investments and Savings
Pensions Advice including Auto Enrollment
Financial Protection which includes things like Life Insurance
Long Term Care Planning
Corporate Services for businesses, their owners and directors.

Book A Meeting With A Lichfield Financial Adviser

Your initial meeting for financial advice in Lichfield is at our cost. Simply contact our Client Liaison team by email or by telephone 0121 323 2070. We will take a few details and most of the time we will be able to make an appointment for you with one of our Lichfield Financial Advisers there and then. We will confirm the appointment either by Post or email whichever is your preferred contact method.

We look forward to talking to you soon.