Specialist Military Advice

First Service Financial Limited offers specialist financial advice for military clients, based on our experience and knowledge of the military sector.

Jonathan Plant has been running Financial Advice Seminars at RAF Shawbury since 1998 as well as speaking at JHSAO Housing Briefs in respect of the Mortgage market.   He was for six years on the management committee of SIIAP, the trade organisation responsible for financial services in the military market.


The Armed Forces Pension Scheme (AFPS) has changed over the years, specifically in 1975, 2005 and 2015.   Understanding the implications for you is vital in planning your future, for when you leave the Armed Forces.


Your status as a Crown Servant can bring benefits if you are posted overseas, but broadly your investment processes are similar to civilians.


Possible postings during and after the mortgage application can be a minefield – particularly if you may need to let your property. Issues concerning your credit record can present problems to the unitiated if your principal address follows you from base to base, and the application of Forces Help to Buy (FHTB) can leave potential lenders cold. You need to work with an expert.


We are happy to advise you in respect of life insurance and/or serious illness protection for mortgage protection and family protection on top of Death in Service Benefits. We will ensure that war risks are covered, and make sure that you utilise allowances such as SRIPs, which can significantly reduce the costs of providing protection for you and your family.


For those working full time in the Armed Forces, and those in the reserves, general insurance can present specific problems, whether you are looking for kit cover, home and contents, license to occupy cover, personal accident, travel, pet insurance, flying pay or even motor insurance. We have joined with Trinity Insurance to give you full access to their product range of general insurance products specifically designed for the Armed Forces, but will be happy to provide a personal contact where you need a little more help. Any commission that we earn from products taken out through this link will be added to your account to offset the costs of financial advice.

If you need financial advice and are in the Armed Forces, make sure that the advice as qualified by an expert in the military field.


Military insurance from Trinity for Kit, Contents and Personal Accident Cover.


Contact Us:

Tel: 01562 886768   Email: jonplant@firstservicefinancial.co.uk

2 Hagley Close, Hagley, Stourbridge, West Midlands, DY9 9LP