Financial Adviser Stourbridge

Call: 01384 402362

• ISA's, Tax efficient savings, Investments
• Retirement options, Pension planning
• Investing for income, Investing for growth
• Open market options, Inheritance tax planning
• Income drawdown, Pension benefits

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Woolley & Harris Welcomes You…

As independent financial advisors and your local Financial Adviser Stourbridge, we cover all aspects of financial planning for people from all walks of life. We offer impartial professional advice to clients throughout the Midlands including Halesowen, Kingswinford, Womborne, Kidderminster, Bewdley, Hagley and Stourport.

We want to help to help you make the very most of your money.

We are focused on consistently providing the best holistic financial planning advice. Our approach is based on experience and qualifications coupled with knowledge of the market and treating our customers fairly.

We Work With You

We’ll work with you throughout our very client focused ‘Advice Process’ according to your own financial attitudes, abilities and best interests.

Tell Us What You Want

Talk to us about your interests:-

• Retirement Income – which route should you take out of the many options available
• Savings & Investments – advice on tax efficient investments
• Estate Planning – how to protect your wealth with Wills, Trusts & Inheritance Tax Planning
• Pensions - saving for retirement and making the most of your current pension plans
• Financial Protection – reduce the financial hardship death, critical illness or long term illness can bring you

Please feel free to contact us. We’re here to help.

As an Independent Financial Adviser Stourbridge you can be sure our advice is only for your benefit. We are not influenced by any product provider; our over-riding objective is to make a positive difference to your financial planning and that for your family.

Payment choices offered: Fees or Commission

Investment IFA(s) based at branch:

MR NIGEL P HARRIS

MR STEPHEN J SIMONDS

Incremental or equivalent qualifications/designations held by IFA:

MR STEPHEN JOHN SIMONDS:
Level A
MAQ - Mortgage Advice Qualification (CII)
Level B
G60 - Pensions (CII)

Woolley & Harris is authorised and regulated by the Financial Services Authority

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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration Woolley & Harris Financial Advisers Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information