First Service Financial

About Us

Specialist Services:

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.

Future Services:

We are now basing our business proposition on "Customer Agreed Remuneration" - so it is the clients and ourselves that agree how much we are paid for our services rather than the commission offered by product providers.

Services Offered:

We offer independent financial planning advice to individuals and businesses - whether your requirement is for a mortgage, pension, protection (Life, critical illness or income), investment or savings plan - or just IHT, Capital Gains Tax and Income Tax planning. Based in Hagley, we cover the West Midlands, Worcestershire and surrounding counties.

Awards/Ratings/Associations:

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.

Services Offered:

Both

Areas Served:

Local area

Business Hours:

Monday 9:00 to 21:00

Tuesday 9:00 to 21:00

Wednesday 9:00 to 21:00

Thursday 9:00 to 21:00

Friday 9:00 to 17:00

Saturday 9:00 to 12:00

Operating Since:

2001

Branches:

1