About us

Practical Financial Advice You Can Count on.

Palatine Financial Planning Ltd are based in the village of Brewood, South Staffordshire. We provide holistic financial planning advice, ranging from retirement planning to investment planning, as well as protecting you, your family and your estate. There is no one size fits all approach when it comes to financial planning and advice. We understand that everyone has different needs and priorities, which is why it is important we have a complete understanding of what matters to you the most. What we do is really simple;- YOU tell us what you want to achieve financially in life. WE provide you with practical and sound advice helping you to draw up a financial plan to help you work towards achieving your goals.

Building a long lasting relationship.

Life throws many challenges as well as opportunities our way which is why it is vital that your objectives are realistic and your financial plan is future proof, flexible and adaptable. We will regularly review and monitor your portfolio to ensure confidence in your financial decisions. This means we can identify adjustments that you may want to make to your financial plan.

What you can Expect

All about you

your goals

financial breakdown

Member of:

VOUCHEDFOR

Much like Trustpilot but specifically for professionals in financial services. Take a look at our reviews, badges and certificates we have gained

BNI MANDER

Business network international, President of Mander Centre in Wolverhampton

PERSONAL FINANCE SOCIETY

As a member of the PFS, High Standards, Professionalism and Trust is at the heart of everything we do

THE LONDON INSTITUTE

Recognised as a highly qualified, experienced and committed to the highest professional and ethical standards