Here at MMR Financial Planning (Midlands) Ltd, we have been offering financial services and advice throughout the West Midlands for many years.
As a professional, personable company, we pride ourselves on the honest and reliable way we deal with all of our customers. We are also accredited Independent Financial Advisers.
If you're looking for financial advice in the West Midlands, contact us for quotes and advice today. As we are independent, you have the choice whether to pay a fee for the mortgage advice we provide. Typically 0.5% of the mortgage amount.
Retirement options/pensions before or at retirement
Care home fees planning (and asset protection)
Investments - Including ISAs and savings
Mortgages* and equity release**
Inheritance tax planning***
Taxation advice for entrepeneurs and business owners***
Special pension cost analysis report - Are your pension plan charges too high? Free initial cost check available
Asset finance available for plant and equipment vehicles etc.
Invoice discounting/factoring finance available on competitive terms
FULL FINANCIAL HEALTH CHECK
*Your home may be repossessed if you do not keep up repayments on your mortgage.
** This is a lifetime mortgage. Mortgages on and equity released from your home will be secured against it;
To understand the features and risks, ask for a personalised illustration;
*** Tax planning and Trusts are not regulated by the Financial Conduct Authority.
As we are independent, you have the choice whether to pay a fee for the mortgage advice we provide.
Typically 0.5% of the mortgage amount.
MMR Financial Planning (Midlands) Ltd is Authorised and Regulated by the Financial Conduct Authority
To discuss any aspect of financial planning, please feel free to call MMR Financial Planning (Midlands) Ltd:
Phone: 01384 401 747
Mobile: 07970 717 139
Address: 458A High Street, Kingswinford,
West Midlands, DY6 8AW