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Brian Mole Independent Financial Advisers Ltd

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Brian Mole Independent Financial Advisers Ltd

Overview:

We generally see clients at our offices but our advisers are quite happy to see clients in their own home or at their place of business if this is more convenient.

Our team of advisers deal with Corporate Bodies, Companies and of course, individual clients. Our services are frequently called upon by firms of solicitors when they require technical expertise with regard to financial planning matters.

We offer advice on all aspects of financial services. Some of the areas we deal with are Inheritance Tax Planning, Investments, Trustee Investments, Life Assurance, Health Insurance, Individual and Corporate Pensions and Long Term Care Planning. We also have a fully independent Mortgage Department.

Our Mortgage Department is recognised as being able to offer completely Independent Mortgage Advice.

We also deal with larger Company Pension Schemes as well as smaller schemes and also administer these on behalf of individual groups.

We pride ourselves on the quality of our administration team. Our business is fully computerised using the latest IT systems; this gives us access to up-to-date insurance premium rates and stock market valuations. To obtain lots of further information on a host of other financial products, we recommend that you continue to use this website and explore all the tools and calculators that are offered on this site by clicking the various links. It is a wealth of information! We offer you the facility to purchase some products on-line via this site; there are also many research tools available for you to explore.

As Independent Financial Advisers, we act for you, the client. We are not tied to Insurance institutions and we are not a member of any other group or network. We are authorised and directly regulated by the Financial Conduct Authority. We offer advice on a fee basis which can either be taken from any investment or by cheque from you; Please note that some products pay commission decided by the product provider, however this will be discussed at the time of advice. The choice is yours. Our priority is our clients.

History:

From 1981 to early 1994 Brian Mole traded as Brian Mole Financial Services. In early 1994, the company became a Limited Company and began trading as Brian Mole Independent Financial Advisers Limited. The company is now one of the largest suppliers of Independent Financial Advice in the Midlands. A 2009 Plimsoll analysis of financial services companies throughout the UK, has rated Brian Mole Independent Financial Advisers Ltd as “Strong “, reflecting an outstanding performance despite competitive pressures.

Since 1994, the Company has grown considerably and we can now offer clients the expertise of a large number of fully qualified Independent Financial Advisers, many being specialists in their particular fields and all highly respected. In total our advisers have over 150 years of experience working in the Financial Services sector. Each adviser is highly trained and experienced.

Formerly known as: Brian Mole Financial Services

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