Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Protection

There are events we can all face that have the potential to completely transform our lives.

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Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have...

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Welcome to Southcote Financial Limited.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0121 661 7014 or email us at enquiries@southcotefinancial.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

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Here's how we formulate the plan towards Your Goals.

Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.

About you

We meet together to discuss your personal circumstances and your current financial situation.

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Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

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Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

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How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

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Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

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Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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Our Main Services.

  • Financial Planning

  • Savings & Investments

  • Retirement Planning

  • Wealth Management

  • Protection

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Request call back.

or call us
0121 661 7014
 

See What Our Clients Have To Say About Us.

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In 2016 I decided to retire within one year. 

As you can imagine I was feeling apprehensive about all the different options available, in regard to financial advice/advisors out there.

I spoke with friends and associates who had already retired, and a trusted colleague suggested Will Kiely of Southcote Financial, whom he was using to manage his finances.

I did my due diligence rooting out information on Facebook/Google/FIA with reference to the company to find fabulous feedback on all types of financial services supplied by Southcote Financial. I introduced myself to Will via text and received a reply soon after. We arranged a meeting at my home after which I knew Southcote was going to be my choice based on our conversations. Several meetings later, all at my home, the year passed, and I signed on the dotted line. From that point on everything moved with pace and effectiveness, no fuss or drama and I received my first pension payment shortly after reaching 55 years old.

Will also supported my wife with a large investment, allowing her to finish work at a similar time to me and then again with the pooling of her various pensions allowing her to retire on her 55th birthday.

Both of us are now serviced on the same platform which works well and saves money.

Will is enthusiastic, approachable, wholly professional, friendly and extremely knowledgeable. Whilst the majority of our contact with Southcote, has been directly with Will, the team that support him, have always been quick to turn around any queries we may have had.

I would have no hesitation in recommending Will and his team Services to anyone who is looking for any type of financial service.

Sarah & Mark

After retiring from work over six years ago my finances have been in the very capable hands of Southcote Financial Services. All the people there are professional and friendly and I feel confident they have my best interests at heart. I have and would continue to recommend them to family and friends. 

Paul W

I have entrusted my pension and financial affairs to Will and his trusted team at Southcote Financial for the last 6 years. The level of personal customer service and professionalism provided is second to none!

All of my queries clearly explained to me and my needs taken into consideration.

Will and his Southcote Financial team offer expert advice, a wealth of experience, and attention to detail, all provided in a warm and friendly atmosphere.

I would wholeheartedly recommend Will and Southcote Financial to anyone who is in need of financial services.

Russell E

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0121 661 7014
30a The Green,
Kings Norton, Birmingham B38 8SD.

enquiries@southcotefinancial.co.uk