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About Us Join as a Professional
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Professionals UK United Kingdom Bedfordshire Belfast Berkshire Birmingham Bristol Buckinghamshire Cambridgeshire Cardiff Cheshire Chester Devon Edinburgh Essex Glasgow Hampshire Hertfordshire Kent Lancashire Leeds Liverpool London Manchester Newcastle Nottingham Oxfordshire Sheffield Surrey Sussex Warwickshire Yorkshire Europe Amsterdam Berlin Brussels Dublin Ireland Madrid Milan Monaco Paris Stockholm Zurich United States Chicago Los Angeles Miami New York San Diego San Francisco San Jose Texas United Arab Emirates Dubai
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Financial Advisers in Birmingham

0121 652 0124 Send Enquiry

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Andrew Horne - Financial Adviser

Andrew Horne

Continuum Financial Services - Partner Financial Adviser
Expertise:
  • Employee Benefits
  • Business & Finance
  • Financial Wellbeing
  • Exit Planning
  • Death in Service
  • Group Pension Schemes
  • Sharehoder Protection
  • key person insurance
  • Loan Protection
  • Relevant Life Insurance
  • Financal services
  • Financial advice for directors
  • Financial Advice
  • Corporate
  • Corporate Advice
  • workplace
  • Workplace Pension Schemes
  • Employee Retention
  • Employee Recruitment
  • Pension Auto Enrolment
  • Employee Absence
  • Group Life
  • group medical
  • Group Benefits
  • Testimonials (4)
Dipen Tanna - Financial Adviser

Dipen Tanna

Dipen Tanna Wealth Management - Principal Financial Adviser
Expertise:
  • investment planning
  • Investment
  • Pensions
  • family protection
  • ISA's
  • Retirement Planning
  • Business Protection
  • Critical illness cover
  • Life Insurance
  • Income Protection
  • Unit trusts
  • Wealth Management
  • wealth preservation
  • Postings (1)
James Bowers - Financial Adviser

James Bowers

Sovereign Wealth LLP - Wealth Management Consultant Financial Adviser
Expertise:
  • Pensions
  • family protection
  • Investment
  • Wealth Management
  • ISA's
  • Inheritance Tax Planning
  • Income Protection
  • Pensions on Divorce
  • investment planning
  • Business Protection
  • business continuity
  • intergenerational planning
  • Retirement & Pension Planning
  • Retirement Options
  • Retirement Planning
  • Unit trusts
  • Investment Bonds
  • Life Insurance
  • Critical illness cover
  • Critical Illness Insurance
  • Tax Planning
  • wealth preservation
  • Trust Planning
  • Trusts & Estate Planning
  • Estate tax planning
  • Estate planning
  • Trusts
  • Financial Advice
  • Financial Adviser
  • Cash Flow Planning
  • Cash flow modelling
  • Financial Analysis
  • income tax
  • Capital Growth
  • Capital Gains Tax
  • Postings (41)
Nadia Khan DipPFS Cert CII (MP) - Financial Adviser

Nadia Khan DipPFS Cert CII (MP)

Wren Sterling - Independent Financial Adviser Financial Adviser
Expertise:
  • Advice
  • Financial Services
  • Financial Advice
  • Financial Adviser
  • Retirement Planning
  • Retirement Advice
  • Retirement & Pension Planning
  • Estate planning
  • Estate tax planning
  • Trust Planning
  • Trusts & Estate Planning
  • Corporate Advice
  • Auto Enrolment
  • Workplace Pension Schemes
  • Business Planning
  • Business Protection
  • Individual Pension Schemes
  • Investment Advice
  • Investment Planning
  • Mortgage adviser
  • Mortgage Advice
  • Mortgage & Protection Advice
  • Life cover
  • Critical Illness Insurance
  • Relevant Life Insurance
  • Death in work insurance
  • Private Medical Insurance
  • Income Protection
  • Corporate Protection
  • Long term planning
  • Advice & Guidance
  • children protection
  • Corporate benefits
  • Investment Bonds
  • Onshore and offshore Bonds
  • Buy to Let mortgages
  • Remortgages
  • Residential
  • commercial and residential
  • Postings (192)
Kate Wooding - Financial Adviser

Kate Wooding

Goddard Perry Consulting Ltd - Business Development Manager Financial Adviser
Expertise:
  • Income Protection
  • Pensions
  • Pension Transfers
  • ISA's
  • Inheritance Tax Planning
  • family protection
  • Investment
  • investment planning
  • Pensions on Divorce
  • Wealth planning
  • Pension advice & transfers
  • Pension Auto Enrolment
  • Pension Advice
  • Pension Planning
  • Pension contribution
  • Insurance Advice
  • Protecting your family
  • Protecting your business
  • Estate planning
  • Long Term Care planning
  • Investment Advice
  • Employee Benefits
  • Business Property Relief
  • Inheritance Tax IHT
  • Inheritance Tax Stratagies
  • ISA investments
  • Investment Bonds
  • VCT & EIS
  • Keyman/Shareholder Protection
  • Relevant Life Insurance
  • relevant life plans
  • Generational Wealth
  • Cashflow Forecasts
  • Mortgage & Protection Advice
  • Mortgage Advice
  • Trusts & Estate Planning
  • Postings (23)
Jay Dhaliwal DipPFS - Financial Adviser

Jay Dhaliwal DipPFS

Chase de Vere Independant Financial Advisers Ltd - Independent Financial Adviser Financial Adviser
Expertise:
  • Pension advice & transfers
  • Pension Advice
  • Pension Consolidation
  • Investment Planning
  • Investment Advice
  • Inheritance Tax Planning
  • Estate planning
  • Pensions on Divorce
  • Investment
  • ISA
  • Pension Transfers
  • Wealth Preservation and Growth
  • intergenerational planning
  • ISA's
  • ISAs
  • Protection and Insurance
  • Protection
  • Income Protection
  • Life Insurance
  • Critical illness cover
  • Family Income Benefit
  • NHS
  • Unit trusts
  • Limited Company
  • Pensions
  • Mortgage
  • Mortgage & Protection Advice
Ian Rex-Hawkes - Financial Adviser

Ian Rex-Hawkes

Aegis Financial Consulting - Owner Financial Adviser
Expertise:
  • Inheritance Tax Planning
  • Inheritance Tax Stratagies
  • Wealth Management
  • Financial Planning
  • Financial Advice
  • Investment Planning
  • Investment Advice
  • Pension Advice
  • Pension advice & transfers
  • Pension Claims from Divorce
  • Pensions on Divorce
  • Pension Transfers
  • Pension contribution
  • annuity purchase
  • pension income
  • ISA
  • ISA investments
  • ISA contributions
  • Life Assurance
  • Life Insurance
  • Critical illness cover
  • Income Protection
  • Key Person Protection
  • shareholder protection
  • Postings (2)

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