Financial Advisers
in Burton upon Trent

Brian Mole Independent Financial Advisers is a team of professional, independent financial advisers (IFAs), based in Burton upon Trent. Brian Mole IFA provide comprehensive financial advice locally throughout Staffordshire & Derbyshire in addition to clients across the country.

Jay Financial provides independent financial advice to businesses and their employees. Providing advice on pensions, protection and investments, we have a particular specialism in financial planning for directors, and employee benefit schemes.

The financial landscape is one of shifting sands. Old opportunities disappear, and new ones present themselves. The irony is that the time available to continually assess our options and strategies while managing our daily lives is limited.

Create Financial Management LLP is a firm of Independent Financial Advisers with offices located on Wyvern Business Park, Derby. We have 15 Independent Financial Advisers — several already having Chartered Status, with the other Advisers studying towards Chartered status, which is the highest qualification for Independent Financial Advisers.

Radar Finance & Leasing Ltd — has over 30 years of funding expertise and a large selection of satisfied customers from across a variety or business sectors. We aim to offer an unrivalled service to assist businesses and individuals acquire and hire their assets using a variety of funding and vehicle sourcing options.

Some key times at which advice can be most needed include providing for a young family in the event of your death or ill-health, saving and investing for your children’s university fees or to help them with the cost of a first home. Later it is crucial to get advice on how to fund retirement and eventually how to best draw on your accumulated retirement fund. As the years advance, planning your estate and minimising Inheritance Tax are further areas in which quality advice can pay dividends.

Whatever your particular requirements, whether it be a mortgage, loan, business or personal protection against accident, sickness or death we ensure to find the best solution for you with expert advice and superior quality products enabling you to SAVE MONEY in the process.

Traditional values such as service and integrity form the cornerstone of the Jean Lamb Wealth Consultancy. I firmly believe in putting you, my clients, first and in building a strong and lasting relationship with you as your trusted adviser.

Our aim is to offer jargon free advice and assist clients with their individual financial planning needs and offer regular bespoke reviews to ensure both suitability and that set objectives are still being met.