You can book a telephone call, TEAMS or face to face meeting at our offices | Use the link below. EMAIL richard@pfep.co.uk

PFEP Wealth provides independent regulated financial advice to individuals, families and businesses. We focus on providing an end-to-end advice strategy to our clients which encompasses the following key services:

• Pensions & Flexible Drawdown.
• Directors pension schemes.
• Investments & ISAs
• Protection planning.
• Mortgage Advice.
• Complex buy-to-let and commercial lending.
• Succession planning.
• Inheritance Tax Planning.
• Trusts.
• Property portfolio tax management.
• Property Transfers.
• Complex company and personal tax advice.
• Company structuring and restructuring.
• Share transfers
• Family Investment Companies.
• Company Law.
• Charity Law.

PFEP Wealth | About

• £15M assets under our management.
• FCA directly regulated.
• Over 125 investment clients.
• Offices in Halesowen B62.
• In-house mortgage broking team.