Financial planning advice in Birmingham

Having personal financial planning advice means that our partners and managers can work together with our advisers to ensure the best solution to meet your needs, however complex, whether financial planning or wealth management.

Financial planning services

Having assessed your current situation and understood your future needs, we will help you make the most suitable choices from the full spectrum of financial planning products and services in the market. We can assist you with the following:

• Life cover

• Auto-enrolment

• Investment strategies and portfolio management

• Tax, trust and estate planning

• Pensions and retirement planning (private and corporate)

• Protection – life assurance / critical illness / private health insurances

• Savings

• Corporate employee benefit planning

• Long term care

• Mortgages

• Education funding

• Business assurance

How we work

At an initial meeting, we can arrange for an independent financial planning consultant to attend to gain a detailed picture of your circumstances, commitments and existing financial arrangements and objectives, from which to analyse the most appropriate options and alternatives for you.

Certain situations may necessitate a report which your UHY adviser will prepare, setting out clearly recommendations.

Any recommendations from our financial planning specialists will be truly independent – not influenced by financial incentive or tied to one product provider.

You are entirely free to choose which, if any, of our recommendations you want to proceed with.

At your request, and where necessary, we are also able to:

• review your finances regularly with you;

• provide valuations automatically at agreed review points and upon request; and

• send you regular communications on financial planning opportunities.

The next step

If you would like to discuss the financial planning advice we can provide in more detail, please contact one of our financial planning specialists.