Welcome to our website.

We are hoping to provide you with information on the website that will be interesting, informative and hopefully motivate you to ask us about the one product that we offer - financial advice !

If you live or work within 50 miles of our offices, we offer you the opportunity of a FREE no obligation meeting to discuss your financial issues. This gives you an opportunity to see whether we can work together, and for me to explain how we think and work, and determine how we can make or save you money in the future. 

For further information, or to arrange a meeting, please call Jonathan Plant on 01562 886768 or click the contact button and email us details of your enquiry.

For a bit more detail on how we work, I have attached some documents to the site for more detailed information. The Product Advice Service shows how we deal with your initial enquiry. You then have a choice of dealing with us on different levels of service - Financial Shopper (Pay as you Go), Financial Coach (Annual review, and research at half the bronze rate), and Financial Guru which implies a review meeting every six months, and all research included. We always remember that you have a choice.

Listed in Financial Advisor Finder


First Service Financial Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 479175.
Registered in England & Wales, Company Number 6465071. Registered Office address: 2 Hagley Close, Hagley, Stourbridge, West Midlands, DY9 9LP. Trading address: 2 Hagley Close, Hagley, Stourbridge, West Midlands, DY9 9LP. Telephone: 01562 886768
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
© 2017 First Service Financial Ltd
| Regulatory Information | Login | Cookie Policy