To arrange a no obligation appointment with our experienced adviser call us now on 01299 878542. Our objective is to achieve steady growth in the value of your capital in the most tax efficient way. Wealth accumulation or income in retirement we can help you secure a long and prosperous retirement.
If you are interested in becoming a client or you would like to learn more about our services, please contact us. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction we are obliged to offer you the Financial Ombudsman Service to help settle this.
If you are interested in becoming a client or you would like to learn more about our services, please contact us. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction we are obliged to offer you the Financial Ombudsman Service to help settle this.
Services
Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire. Founded in 1986, we have been part of the community for 30 years providing advice and support to individuals from our office in Stourport. Our aim is to provide a superior level of customer service to enable you to get the most out of your finances and protect your assets in the long term.
There are a wide range of investment arrangements available, with varying degrees of risk and tax-efficiency. We can offer advice on both regular premium investing and/or lump sums. We specialise in investments for those nearing or in retirement, with the majority of our investment clients aged 50+.
It is as important as ever to plan for your retirement and understand how you will achieve your desired standard of living in retirement. We specialise in pensions and retirement planning. After getting to know you, establishing your requirements and analysing your existing plans we will provide you with a detailed report of the options available to you.
Personal Financial Advice's sister company WIP give advice on Wills, Inheritance and Probate protecting your assets in the long term with a will writing service both legally binding and cost effective, to ensure that your wishes are fully met. If you do not have a will, your assets will be distributed by the authorities according to the Laws of Intestacy.
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