Enhance Financial Planning

Financial Advisers (Independent) in Lichfield

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Lombard House
Cross Keys
Lichfield
Staffordshire
WS13 6DN

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Opening hours

Monday to Friday: 9am - 7pm

Saturday to Sunday: Closed


Key Services

advice, Enhance Financial Planning, financial advisers, financial advisor, inheritance tax planning, investment, investment advice, investment planning, mortgage, pension advice



About

  • Clear straight forward financial advice
  • Retirement planning
  • Investment planning
  • Inheritance tax planning
  • No obligation initial consultation

Based in the heart of the cathedral city of Lichfield, Enhance Financial Planning offers advice to families, business owners and trustees. We have over 40 years' experience in the financial services industry, working with clients in all aspects of financial planning. Some examples of the areas we help clients with are:

Retirement Planning - making sure your wealth lasts a lifetime.
Investment Planning - establishing a sensible investment portfolio that reflects your personal goals.
Inheritance Tax Planning - making sure your hard earned money is passed to the people you love.
Protecting your family and your legacy - making sure you and your loved ones are protected in the event of death or illness.
School/University fees planning - giving your children or grandchildren the best start in life.
Cash flow management - helping you allocate where your money should be held and how much you need to achieve your personal goals.
Debt Management - we also offer a comprehensive mortgage service.

Free initial consultation

Whether you are looking for independent, impartial advice on retirement, inheritance tax, investment management or life assurance we are here for you. We offer a free 30 minute meeting which will give you the opportunity to discuss your needs. We are happy to do this at our offices in Lichfield, in your home or your place of work. We find that a conversation over a hot drink really helps people to explain what it is they are looking to achieve. It is also a great way to find out in more detail how we can best serve you.

If you are interested, there are a number of ways you can get in touch with us.

Call us on 01543 546046 or 0800 1120046
Email us on info@enhancefp.co.uk

Reviews

 

Sensible advice from a professional adviser

Service

Quality

Value

I spoke to Lee to get some advice on my pensions as i had several with various old employers. Lee was able to clearly lay out the options available to me and I was very happy with the advice.

Simon Perry - 09/03/2018 | report this review

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Testimonials

I had been saving into a pension for many years and had never really given much thought to how these funds would support me and my family in retirement. Having realised that I needed to seek advice I contacted Lee and arranged a meeting with him. I had built up a pension pot on my own and had received financial advice on and off in the past but I never really felt as though my retirement planning was on track. Lee asked me what I wanted my retirement to look like and I explained to him my goal of being financially independent at age 60. I wanted to be mortgage free, have a certain level of income and be in a position to pay for my children to go to university. Lee explained how pensions are now much more flexible and outlined a number of potential strategies that I could follow. He then analysed my pension and put together a Financial Plan for me which contained a recommendation for the investment of my pension funds and how much I needed to save in the future. I have found this very useful and it has given me peace of mind about my retirement plans. Up until this point, I had simply been saving without thinking about how I would achieve my goals. I now have a Plan that is based on giving me the income I need in retirement and I feel in greater control of my finances. I truly believe that all of my goals are achievable. I have always found Lee professional, approachable and he keeps things simple which helps me understand the Plan I have in place.

SB, Bristol


I had been saving into a pension for many years and had never really given much thought to how these funds would support me and my family in retirement. Having realised that I needed to seek advice I contacted Lee and arranged a meeting with him. I had built up a pension pot on my own and had received financial advice on and off in the past but I never really felt as though my retirement planning was on track. Lee asked me what I wanted my retirement to look like and I explained to him my goal of being financially independent at age 60. I wanted to be mortgage free, have a certain level of income and be in a position to pay for my children to go to university. Lee explained how pensions are now much more flexible and outlined a number of potential strategies that I could follow. He then analysed my pension and put together a Financial Plan for me which contained a recommendation for the investment of my pension funds and how much I needed to save in the future. I have found this very useful and it has given me peace of mind about my retirement plans. Up until this point, I had simply been saving without thinking about how I would achieve my goals. I now have a Plan that is based on giving me the income I need in retirement and I feel in greater control of my finances. I truly believe that all of my goals are achievable. I have always found Lee professional, approachable and he keeps things simple which helps me understand the Plan I have in place.

SB, Bristol


Testimonials are added by the business owner and are not independently verified.

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