2 Hagley Close
We are hoping to provide you with information on the website that will be interesting, informative and hopefully motivate you to ask us about the one product that we offer - financial advice !
If you live or work within 50 miles of our offices, we offer you the opportunity of a FREE no obligation meeting to discuss your financial issues. This gives you an opportunity to see whether we can work together, and for me to explain how we think and work, and determine how we can make or save you money in the future.
For a bit more detail on how we work, I have attached some documents to the site for more detailed information. The Product Advice Service shows how we deal with your initial enquiry. You then have a choice of dealing with us on different levels of service - Financial Shopper (Pay as you Go), Financial Coach (Annual review, and research at half the bronze rate), and Financial Guru which implies a review meeting every six months, and all research included. We always remember that you have a choice.
Independent Financial Advisers and Mortgage Brokers. Personal attention from highly qualified (Level 4) IFA. Fees or Commission Based to suit your needs. ...
Investing is never easy particularly in the volatile world we now live.Our approach is to look closely at the risk level you are prepared to tolerate, and recommend a balance of different fund sectors so you can control your exposure to risk, whilst still achieving above average returns.Let's talk about it !
Jonathan Plant has worked for national IFAs, but felt that he could not offer genuine individual independent advice under the target pressures of a large business. We take the time to consider your individual circumstances, and are looking not just to solve one problem, but work with you as adviser in the long-term.
Jonathan Plant was Chairman of the Birmingham Region of the Personal Finance Society in 2007, the professional body for Financial Advisers, who are concerned with developing professional standards in the adviser community. We are also members of the Association of Independent Financial Advisers and the Association of Mortgage Intermediaries. We are regulated and authorised by the Financial Services Authority.
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