Who are Pannells?
Pannells Financial Planning Ltd – previously PKF Financial Planning Ltd – are one of the longest established and largest independent financial planning firms in the UK.
Established in 1989, we deliver highly specialised financial advice to companies, professional partnerships and individuals and have built a reputation based on the quality of service and impartial advice that we provide.
As a firm we are committed to:
• Acting with the highest ethical standards and integrity
• Acting in the best interests of our clients
• Providing a high standard of advice and service to our clients
• Treating our clients fairly
We embrace the core values of honesty and professionalism and we are committed to improving the skills and knowledge of our Staff at all levels.
Our Consultants are recognised as being amongst the most highly qualified in the industry, many having achieved Chartered Financial Planner status and Fellowship of the Personal Finance Society (PFS).
We have Consultants throughout the UK, providing national coverage to our clients, and we advise across diverse areas of financial need.
Pannells Consultants are highly experienced financial services professionals and can advise both Individuals and Businesses in all areas of financial planning. We can also provide a full financial advisory service to other professional firms – see our Professional Connections link.
As a fully independent firm, our clients enjoy financial advice that is free from bias. We are not ‘tied’ to promoting products from a particular company, leaving us free to provide advice that best meets individual circumstances.
We provide bespoke financial solutions. Our philosophy is to combine a professional approach with innovative financial planning advice. We are not afraid to challenge your thinking, or help you look at things from a different perspective so that you can make an informed decision about how best to achieve your goals.
For individuals we advise in all areas of financial need, from protection through to savings and investments, retirement planning to trusts and inheritance tax planning, mortgages and equity release.
We guide companies through the implementation of successful auto enrolment programmes and employee benefit schemes; we help Directors plan their exit or profit extraction strategies effectively.
By working with a firm of our size and professional reputation you have the reassurance that our Consultants have the backing of a team of professional support staff, technical analysts and administrators who work together to ensure our recommendations are fully researched, approved for suitability, and implemented effectively. These teams are a supplementary resource that you can rely on, in addition to your Consultant, to handle any on-going queries that you may have.
Address: 45 Church Street,Birmingham, B3 2RT
Phone: 0121 609 3210