Based in the heart of the cathedral city of Lichfield, Enhance Financial Planning offers advice to families, business owners and trustees. We have over 40 years’ experience in the financial services industry, working with clients in all aspects of financial planning. Some examples of the areas we help clients with are:
- Retirement Planning – making sure your wealth lasts a lifetime.
- Investment Planning – establishing a sensible investment portfolio that reflects your personal goals.
- Inheritance Tax Planning – making sure your hard earned money is passed to the people you love.
- Protecting your family and your legacy – making sure you and your loved ones are protected in the event of death or illness.
- School/University fees planning – giving your children or grandchildren the best start in life.
- Cash flow management – helping you allocate where your money should be held and how much you need to achieve your personal goals.
- Debt Management – we also offer a comprehensive mortgage service.