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Casey Financial Planning Limited

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Houndsview Cottage, 24 Silver Birch Drive, Hollywood, Birmingham, Worcestershire, B47 5RB
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https://www.caseyfinancial.co.uk
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FCA Number: 944939
Website Image of Casey Financial Planning Limited

Casey Financial Planning Limited, located near Birmingham, offers expert advice in financial planning tailored to individual needs. FCA regulated with the number 944939, our services range from investment and pension guidance, retirement advice, to final salary pension transfers, all aimed at securing your financial future. Rooted in Worcestershire, we cater to clients across surrounding regions, committed to delivering trend-resistant solutions that meet various life stages and financial goals. Based in Houndsview Cottage on Silver Birch Drive, Hollywood, our approachable team often assists local families, ensuring a secure and stable financial pathway. Trust Casey Financial Planning Limited for bespoke, credible, and regulated financial advice.

Their team includes one financial adviser. Check FCA registration here.

Casey Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Casey Financial Planning Limited from the Motorway

  1. From the M42:
  2. At junction 9, take the exit for A4097/A446, signposted for Kingsbury and Lichfield.
  3. Once you reach the roundabout, take the ramp towards M42 South, headed for Birmingham, M6, Coventry, and Birmingham Airport.
  4. Merge onto M42.
  5. Take the exit that leads to M42/M6 Toll, directed towards M5 South-West, M40, Birmingham South, N.E.C, London, and Coventry.
  6. Stay in the left-most lane to continue on M42 and follow the signs for The South West, M5, London, M40, Coventry, Birmingham South, N.E.C, and the Airport.
  7. Take the M42 exit directed towards M5 South-West and Birmingham South-West.
  8. Continue onto the M42.
  9. At junction 3, take the A435 exit signposted for Birmingham South, Redditch, and Evesham.
  10. Proceed on the A435 ramp.
  11. Upon reaching Portway Island, take the third exit onto Alcester Road/A435.
  12. At the roundabout, take the third exit onto Alcester Road.
  13. Turn right onto Houndsfield Lane.
  14. Turn left onto Oak Tree Lane.
  15. Finally, turn right onto Silver Birch Drive. Your destination will be on your right side.

List of advisers under Casey Financial Planning Limited:

Casey Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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