Pensions Advisers
Mortgage Advisers
Ethical Advisers
Long Term Care Female IFAs
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Pensions Advisers
Mortgage Advisers
Ethical Advisers
Long Term Care Female IFAs
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| Independent Financial Advisor in AlvechurchMoney Doctor Financial Planning Ltd Address: Bordesley Hall, Alvechurch, Birmingham, B48 7QA Telephone: 0800 1444511 Fax: 01527 68895 E-mail: advice@moneydr.co.uk  Visit our Web
Site: www.moneydr.co.ukGeneral information MONEYDOCTOR FINANCIAL PLANNING is a company of professionally qualified independent financial advisers based in Alvechurch that covers Worcestershire and Birmingham, and is dedicated to providing financial planning solutions for professionals and their families. We are not tied to any product provider and can give our clients truly impartial advice founded on many years of financial planning experience. Our aim is always to add value to our client’s situation by providing an integrated financial plan designed to achieve their short, medium and long term goals within an agreed budget. Such a plan would normally encompass the areas of :-
Before presenting our recommendations we always:- 1. Review your present situation including income, expenditure, assets, liabilities and the ongoing suitability of existing life, pension, investment and mortgage arrangements. 2. Identify the areas which are most important to you and, if affordability is an issue, establish a list of priorities with a view to gradual implementation. It is certain that your financial situation will be affected by changes in your family, career, and external forces in the economy. When these occur your MONEYDOCTOR adviser will be able to review and adjust your financial plan so that your goals will still be achieved. PLEASE CONTACT US FOR AN INITIAL CONSULTATION WITH OUT OBLIGATION. Moneydoctor Financial Planning Limited is authorised and regulated by the Financial Services Authority. Tell us you found an Independent Financial Advisor in Alvechurch on SearchIFA |
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