About Southcote Financial Limited

Pension and Retirement Specialists.
We are a local financial advice company based on the historic Kings Norton Green in the West Midlands. We have over 14 years of experience providing quality advice to help our clients achieve their goals. Our aim is to provide effective and ongoing advice to our clients to help them realise their goals
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Group pensions
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Overseas
  • Self employed
  • Self build
  • Flexible

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