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DY - Dudley

First Service Financial

Shirebrook Financial
Services Ltd

Forum Wealth
Management Ltd

First Service Financial

Address: Office Suite 1d, Arrow Court, Adams Way
Springfield Business Park, Alcester,
Warwickshire B49 6PU
Telephone: (0845) 129 8825
Fax: (0845) 3033356
E-mail: 4U2B@knowlesaustin.org.uk
Visit our Web Site: www.firstservicefinancial.co.uk

Contact: Principal: Jonathan C L Plant, B Sc, M C M I, M S F A

General information

For Local, Independent Advice, with the Personal Touch

- Independent Mortgage Brokers*
- Pension Transfer Specialists
- Investment Portfolio Analysis
- Personal Financial Planning
- Employee Benefit Consultants

First Service Financial was established in 2001 by the principal, Jonathan Plant.
Jonathan has worked as an Independent Financial Adviser for Jardines (where he looked after members of the British Veterinary Association and National Pharmaceutical Association), before moving on to Hogg Robinson, where his roles included operating Solicitors Financial Services with Law Society Members and running Hoggs military business in the Midlands.

After a spell with LEBC Group, he set up his own practice on September 11th, 2001 (a date he will never forget!).
Jonathan Plant is a Member of the Society of Financial Advisers (SOFA), which is only available to practising Financial Advisers who have passed the Chartered Insurance Institutes Advanced Financial Planning Certificate (AFPC), including special papers on Pensions (G60), Taxation and Trusts (G10), and Personal Financial Planning (G20). He also is a facilitator for SOFA, helping on courses to enable Financial Advisers to obtain additional qualifications.
He also holds the Institute of Financial Services Certificate in Mortgage Advice and Practice (CeMAP), and offers full and unbiased mortgage advice.

Telephone Jonathan Plant on 0845 1298825 for an initial confidential discussion, free and without obligation.

* Mortgages are not regulated by the Financial Services Authority

First Service Financial is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited, which is authorised and regulated by the Financial Services Authority.

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