About Enhance Financial Planning

About Us

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:

  1. Retirement Planning – making sure your wealth lasts a lifetime.
  2. Investment Planning – establishing a sensible investment portfolio that reflects your personal goals.
  3. Inheritance Tax Planning – making sure your hard earned money is passed to the people you love.
  4. Protecting your family and your legacy – making sure you and your loved ones are protected in the event of death or illness.
  5. School/University fees planning – giving your children or grandchildren the best start in life.
  6. Cash flow management – helping you allocate where your money should be held and how much you need to achieve your personal goals.
  7. Debt Management – we also offer a comprehensive mortgage service.

Lee Kirven (DipPFS CeMAP)

Lee has been helping clients achieve their financial goals for more than 12 years and has honed his skills over many years working for a variety of financial planning firms including large national organisations and small niche advice firms.  Lee established Enhance Financial Planning with one aim:  to Protect and Enhance people’s wealth.  Lee has always worked very closely with other professionals like solicitors and accountants with the aim of giving his clients the best possible service.  He has advanced financial qualifications in Tax, Trusts and Investment Planning.  He lives in in a village on the outskirts of Lichfield with his wife and two young children.  When he is not at work he plays tennis, holidays in Cornwall and is an avid podcast listener.

Lee would be delighted to speak with you to see if he can help you. Please either call our office on 01543 546046 or 0800 112 0046 or fill out our contact form.

Abraham Okusanya, Research Consultant

Abraham is founder of investment and retirement research consultancy, FinalytiQ. He has authored several industry papers and delivered talks to the FCA, Chartered Insurance Institute, Personal Finance Society and several conferences across the country. He holds a Master’s degree from Coventry and an alphabet soup of designations, including the IMC, CFP, Chartered Financial Planner and Chartered Wealth Manager. But of course, no one really cares. Abraham was one of 5 finalists for the Professional Adviser Personality of Year Award 2015, alongside the then Pensions Minister Steve Web but sadly the award went to a more deserving winner.

Naomi Baker, Financial Planner

Having returned to the Financial Services Industry in October 2015 I have seen nothing but success from my hard work and determination. In these short nine months I have been promoted to Wealth Management team administration and then Trainee Wealth Management Paraplanner. I have also obtained passes in CII exams RO1, RO2, RO3, and RO5, with RO4 next (I've just picked up the book). I set a goal of achieving Diploma status within 18 months of returning to the industry and I am pleased to say I am ahead of schedule with no signs of stopping. Since having the opportunity to take a step back and choose the career I want, I have never been so motivated to reach the top and achieve chartered status.

About PI Financial

Enhance Financial Planning is a trading style of PI Financial Ltd, who are authorised and regulated by the Financial Services Authority.

Pi financial was launched in 1991 as a partnership, with the aim to offer first class financial advice to local individuals and corporate clients. The success and professionalism of the business led to the creation of an infrastructure that could support more independent financial advisers (IFAs). It has always been the vision of pi financial to be recognised as a centre of excellence that provides first class support to IFAs and clients alike.

Pi’s development, growth and ambition have allowed them to widen their vision from the local region to advisers and clients throughout the UK. Pi financial ltd has developed into a collective of IFAs which has been built to a new design to rival the traditional support models. Pi supports IFAs by removing the burden of their everyday business to allow them to maximise their time with clients.  Regulatory protection is vital in Financial Services and by delivering a top class compliance service, it ensures that the advisers’ advice is sound and within legal guidelines. Unique to our industry, Pi provide this through effective use of regional offices in key strategic locations that deliver our bespoke services.

This structure enables our Appointed Representative firms, Approved Persons and directly regulated firms to access the best planning tools and provide tailored financial solutions to their clients. Pi’s expansion has increased in pace to the extent that they were recognised in 2008 as the fifth fastest growing IFA group in the UK. Pi now has over 100 field based advisers with administrative and back office support from over 20 office based staff.  With the support from pi financial, we are confident that Enahnce Financial Planning can provide the best possible service to its clients.

About our Fees

When it comes to fees we believe in being Transparent and Fair.

  1. Your initial meeting will be at our expense so there is no cost to you.
  2. If we both agree that our service will be of value to you we will then discuss the next steps and our costs.  Each client relationship is unique and so our fees are different.  We confirm our fees in writing and will only start chargeable work once you have confirmed your agreement.