Contact us, if requiring help Planing your Finances.
Need advice on your personal finances? Mortgages, Investments & Pensions are our areas of expertise.
Contact us for some initial no-obligation financial advice.
Contact us for Financial Advice
For many people, today’s, fast-paced lifestyle can result in uncertainty about how’s best to plan for the future for themselves, their families or their dependents.
If you’re looking for some local independent financial advice then please feel to contact us either by phone using the relevant contact details below, or request a callback by completing the form below.
We have over 75 years of combined experience in the financial services sector. Serving the local Worcestershire area, and wider West Midlands region and beyond.
Some questions you may want answered to before you contact us for advice
What is financial advice?
It’s a service whereby people like us, called independent financial advisers (IFAs) look at an individual’s personal circumstances and financial plans and then recommend products to help them meet their needs.
Any advice given is unbiased about the whole range of financial products from all the different companies available.
What is wealth management?
It’s an investment advisory service that combines various, multiple financial services to address the needs of affluent (high-net-worth) clients.
A wealth management advisor is a high-level professional who manages an affluent client’s wealth holistically, typically for one set fee.
Do you charge fees, if not currently a client?
We do not charge initial fees to talk! For those who contact us seeking financial advice/planning, we’ll initially potentially talk over the phone to generally assess needs. After which a face-to-face meeting would take place.
As a result of the meeting, based on what has been discussed we might make certain financial planning recommendations. It would be upon acceptance in the undertaking of putting such recommendations in place that fees would be incurred/charged.
Am I under any obligation when first talking to you?
NO – The reality being unless we speak first, we do not know if, or how, we might be able to help you.
As all people’s circumstances are different and unique to them, as are their wants. It first has to be established what it is your wishing or consider doing i.e. building a pension pot, or looking to build an education fund for a child.
To then, be able to ascertain if, or what’s feasible based on circumstances and the information provided.
The only way we can get to this point is through a no-obligation chat
Is the advice you offer truly independent?
YES we are, the financial products and services we use to build futures for our clients are from what’s termed as the whole of the market.
This means we are not solely linked or affiliated with any one finance provider.
As no one finance product or service suits, or applies to all it could be detrimental to an individual as each situation and circumstance will be unique
Can you help me with getting a mortgage?
YES, we can if it’s mortgage advice you’re after head over to our home loan section.
Request a callback
Please provide a few basic contact details, and we’ll get back to you as quick as we can during normal working hours.
Hagley Financial Planning
This section is dedicated to dealing with savings, investments, health & life insurance, estate planning, pensions and retirement. Should you require independent mortgage advice, please click the link
Hagley Financial Planning Ltd
20 Hagley Hall Mews, Hagley, Worcestershire, DY9 9LQ
Email: h@hagleyfinancial.co.uk
Phone: 01562 887962