Pension & Financial Adviser in Halesowen B62
PFEP WEALTH
We work with individuals, families, and entrepreneurs to grow their wealth, reduce their tax burden, and ensure their assets are passed smoothly and efficiently to the next generation.
How we work?
To determine whether we can support you effectively and ensure we’re a good fit for your financial planning needs, we’re happy to meet with you face‑to‑face at our offices on Manor Lane, Halesowen.
While we find in‑person meetings most beneficial, we appreciate that a telephone call or TEAMS meeting may be more suitable for some clients, particularly those based throughout the UK or overseas.
We currently work with clients across Europe, the United States, and the Middle East.
The easiest way to contact us is via WhatsApp on 07546 980987
Alternatively, please call 0121 421 7144 or email richard@pfep.co.uk
The initial meeting is at no cost to you.
GET IN TOUCH
PFEP Wealth, Manor Lane, Halesowen B62 8PU, UK
Accreditations
Why use PFEP Wealth?
Innovative Financial Planning
Innovative Financial Planning
Innovative Financial Planning
Our specialists are passionate about evidence-based investing and the management of your money to achieve your financial goals.
Experienced team
Innovative Financial Planning
Innovative Financial Planning
We have an expert team of financial planners and mortgage advisers who provide quality independent advice.
See our reviews on Vouched4
Innovative Financial Planning
See our reviews on Vouched4
Almost 60% of our referrals come from other clients, and we are very proud of this fact. You can read our clients reviews here – Vouched4 –
What our clients say
INFORMATION
Estate Planning
INFORMATION
- The information contained in this website is aimed at consumers based in the UK.
- Financial decisions should not be taken based on the content of this website, please seek advice.
PFEP Wealth
Estate Planning
INFORMATION
- PFEP WEALTH is a trading style of Premier Practice Limited which is Authorised and Regulated by the Financial Conduct Authority.
- We are listed on the Financial Services Register 566936.
- Estate Planning is conducted by Premier Estate Planning Limited.
Estate Planning
Estate Planning
Estate Planning
- The FCA does not regulate Estate Planning, Wills, Tax Advice or Trusts.
- Our website offers information about trusts, taxation and long-term care planning, but not personal advice.