Independent advice for all your financial needs
Who we are
Welcome to Whitefriars Financial Services. We are Chartered Financial Planners based in Birmingham, proud to be fully independent. We have access to financial products from the whole of the market, so you can rely on us to find the right solution for you.
How we work
We are wholly committed to providing you with the best possible advice, service and support. At each stage of our relationship with you, we will do everything we can to alleviate any concerns you may have and exceed your expectations.
Services
We offer expert advice to individuals and businesses on all aspects of financial planning, including life cover, pensions and retirement planning, investments and savings, and estate planning.
Our achievements
Whitefriars Financial Services has been awarded the prestigious title of Chartered Financial Planners. It means you can be confident you’re working with a leading UK firm that meets the rigorous standards of the Chartered Insurance Institute.
