Contact Details

Shakespeare Buildings, Cradley Road, Cradley Heath, West Midlands, B64 6AG.

T: 01384 562 644
F: 01384 562 445

Members of

Financial Services

We have a separate independent financial services company, Neal and Co Financial Services Limited. We have one fully qualified adviser dedicated to this type of advice and they will advise you on all your Inheritance Tax, pensions, mortgages and investment planning decisions. This area is quite separately regulated, but we see it as an essential part of the comprehensive financial care package that we offer. Circumstances are changing all the time and up to date advice is needed to make sure investment planning is still right. We can guide you on :

  • Investments & savings
  • Inheritance Tax planning
  • ISAs, OEICs, unit trusts and other retail investments
  • Retirement planning
  • Taking reitrement benefits
  • Personal protection policies and plans
  • Mortgages
  • Saving for children
  • Corporate financial planning

We will agree the costs of advice in advance.  This can be settled directly or in some circumstances via an 'adviser charge' taken from the investment.

Neal and Co Financial Services Limited is authorised and regulated by the Financial Conduct Authority under number 450659.

NEAL AND CO are members of:
The Personal Finance Society Financial Ombudsman Service Independent Financial Advisers

More Information?

If you require more information on any of our services please do not hesitate to Contact Us.