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Shirebrook Financial Services Ltd ![]() Address: Unit 2, Castle Court 2, Castlegate Way, Dudley, West Midlands, DY1 4RH Telephone: 01384 256361 Fax: 01384 459280 E-mail: westmidlands@shirebrookfs.co.uk Contact: Steve Thompson & John Haden General information Our Company Shirebrook Financial Services Limited was established in March 2001 by the founding Directors, Clive Leah, and Martin Sumner. Clive and Martin have built the business on their fundamental philosophy and belief of offering hands on Independent Financial Advice for all clients both personal and corporate. This approach to work has contributed to the current success of the business and the enviable reputation for delivering outstanding advice and levels of service. We are already one of the fastest growing financial groups in the North West and in July 2006 we opened our new offices in the West Midlands. The expansion of the business into the West Midlands area is an important strategic move for Shirebrook and signals acceleration in the growth of the company. Key Individuals Steve Thompson – Director Steve joined the company in August 2004 to run our West Midlands branch after a successful 5 year period as an Independent Financial Adviser at a national firm of IFA’s. With over 13 years experience of offering face to face advice he is able to offer advice to both businesses & individuals in many different areas of corporate & individual financial planning. Steve is a pension transfer specialist for the firm having attained the G60 advanced pensions qualification. John Haden – Senior Consultant John joined Shirebrook in 2005 and along with Steve Thompson runs our branch in the West Midlands. John has 17 years experience within the financial services industry having been an IFA for the past 6 years and offers face to face advice to both individual and corporate clients. John has passed the Advanced Financial Planning Certificate in Taxation and Trusts and is currently working towards an advanced diploma in pension planning. Our Services As a Shirebrook client you are guaranteed the very best independent financial advice and an advisor that will work with you to achieve your financial goals. We provide Independent Financial Advice across all aspects of personal and corporate financial planning but typically find ourselves particularly active in the following areas:
We pride ourselves on meeting your needs, by ensuring that we understand your circumstances and requirements, before we make any recommendations or suggestions. Regulatory Information Authorised and Regulated by the Financial Services Authority. Shirebrook Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 195018. The FSA does not regulate some forms of Inheritance Tax Planning. Shirebrook Financial Services Limited is registered in England and Wales. Registration No. 4084178 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley, PR7 1NY |
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