Financial Services in Solihull

At Associated Financial Services we can offer a full range of completely independent advice to suit your needs.

For the individual it could simply be a case of reviewing, strengthening and streamlining existing financial plans or a request for a thorough overhaul. From straightforward life cover to complex pension planning, we make the process as pain-free as possible.

For companies and sole traders we offer a service that can include consideration of:

· Corporation Tax

· Key employees

· Profits

· Business Assets

· Protection

· Corporate Pension Planning

We work closely with our clients to find the products that best meet their personal preferences and individual circumstances, particularly with regard to attitudes to risk and in terms of most effective tax benefits. To make the best recommendation for you, we advise on all investment types including:

· Individual Savings Accounts (ISA's)

· Personal Equity Plans (PEPs)

· Investment Bonds

· Unit Trusts

· Open Ended Investment Contracts (OEICs)

· Investment Trusts

· Ethical Investments

· Pensions inc. Personal

& Self Administered Scheme's

When designing your investment portfolio, we take into account all key considerations before recommending the correct 'home' for your money.

We combine the vitality of a young and efficient company with the talent and the knowledge of the financial services industry. Our advisers are highly trained, their market knowledge is continually honed and they have the support of an outstanding administrative team.

We pride ourselves on our service and do everything we can to ensure that your mortgage is arranged as quickly, efficiently and professionally as possible. This means working closely with you, your estate agent and solicitors to keep you regularly updated on progress.

We do not believe in "typical" clients nor in off the peg solutions. We believe in providing an individual service.

We are part of one of the UK's leading independent financial advisers. We are not tied to any financial institution, which means we provide completely impartial, independent whole-of-market advice.

Our independent status allows us to provide

advice on:-

· Residential Mortgages

· Buy-to-Let Mortgages

· Commercial Mortgages

· Remortgages

We also help our clients on associated products, such as:

· Mortgage Life cover

· Critical illness cover

· Mortgage Payment protection insurance

We are Independent Financial Advisers and Accountants

Centre of Solihull opposite St Alphege Church

Keywords: accountant, pension, fianancial advisers, mortgage, tax, insurance

Opening Hours: Office hours 8.00a.m to 6.30p.m Monday to Friday