• Happy couple enjoying their Wealth on a boat

    We Protect and Enhance Your Wealth

    Clear straightforward financial advice
  • A beautiful house free of inheritance tax

    We Protect and Enhance Your Wealth

    Clear straightforward financial advice
  • A happy family playing worry free in the breeze

    We Protect and Enhance Your Wealth

    Clear straightforward financial advice

Our Services

Based in the heart of Lichfield we are proudly independent and offer a range of services, including:

Coins on a table
Retirement Planning

We believe that your hard earned wealth should last a lifetime.  Whether your building your pension pot, approaching or enjoying your retirement it is vitally important to make sure you have a Plan for your pension funds.  We help people answer important questions like:

  • How much do I need to achieve financial independence?
  • How much can I realistically build up?
  • What is the best way to access my pension funds?

We can answer all of these questions and help you keep your retirement plans on track.

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Investment Planning

The investment world often seems daunting and very confusing. With so much information available at the click of a button it is easy to sink in a sea of financial data and economic jargon! We believe in keeping things simple and cost effective. We build low cost, tax efficient portfolios that are created to suit your personal circumstances so you have the best possible chance of achieving your goals.





a locked box
Inheritance Tax Planning

Having built a lifetime’s worth of wealth you want to know that it will be passed to the people you love both quickly and also intact. The thought of the chancellor of the Exchequer taking a slice of your estate before your loved ones are allowed to isn’t a very pleasant one. We call this protecting your legacy. We can help you and your family by making sure your wealth goes directly to the people you want it to.




Regulatory Warning: Tax treatment is dependent upon individual circumstances and may be subject to change in the future. Not all areas of estate planning are regulated by the FCA and the value of your investments and any income from it may go down as well as up. You may not get back the original amount you invested.

We Believe

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." Robert Kiyosaki

What our Clients say

a happy retired lady

I now have enough income to live comfortably in retirement

Enhance helped a retiree achieve her ideal income in retirement.  She now has peace of mind and is able to live her life how she wants to.

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an ambitious family man with his son

I am now able to plan for my family's future

Enhance helped a father of two young children take control of his pension plan.  He now knows what he wants his future to look like and how he will be able to help his children with education costs.

Read More

THE ENHANCE DIFFERENCE

We Listen

Our approach is simple. We listen to you. Once we understand you and what it is you are looking to achieve we then help you accomplish your goals.

Trust

We believe it is a privilege to work with individuals and families and be a trusted advisor to them.

Simplicity

We take pride in providing simple, elegant, personalised financial solutions.

Plan

We create a clear Financial Plan that shows you the steps you need to take to achieve your goals.

FREE 30 MINUTE CONSULTATION

Whether you are looking for independent, impartial advice on retirement, inheritance tax, investment management or life assurance we are here for you. We offer a free 30 minute meeting which will give you the opportunity to discuss your needs. We are happy to do this at our offices in Lichfield, in your home or your place of work.  We find that a conversation over a hot drink really helps people to explain what it is they are looking to achieve. It is also a great way to find out in more detail how we can best serve you.

If you are interested, there are a number of ways you can get in touch with us.

  1. Call us on 01543 546046 or 0800 1120046
  2. Email us on info@enhancefp.co.uk
  3. Message us using the quick contact request form.

QUICK CONTACT REQUEST



LATEST NEWS

Commentary

To get commentary on the latest topics in personal finance visit our new articles section.


Pension advice?

The Chancellor confirmed further changes to pensions in his most recent budget. These changes are set to affect a large amount of people. If you are interested to see if these changes impact upon your personal retirement goals please contact us today for impartial, pensions advice.


Enhance FP open new offices in Lichfield

Due to continued growth Enhance FP are moving to larger offices in Lichfield. “We are delighted to have outgrown our existing space and the team are very excited to be moving into larger offices. The move demonstrates that we are going from strength to strength and will further enhance the service we offer to our clients”. (Lee Kirven, Owner Enhance FP)