Firmus Financial Services Limited specialise in providing independent, whole of market advice, on all areas of financial planning to individuals, companies, trusts and charities.

The principal services that we provide advice on are: 

  • Investments 
  • Pensions and Retirement Planning
  • Mortgages (your home may be repossessed if you do not keep up repayments on your mortgage)
  • Protection - including mortgage, family and business protection
  • Equity Release - to understand the features and risks of an Equity Release Scheme please ask for a personalised illustration*
  • Trusts and Gifts 
  • Long Term Care Planning 
  • Wills and Trusts

*There may be a fee for Equity Release/Mortgage advice.  The precise amount will depend upon your circumstances but we estimate it will be £599 for Equity Release and £499 for Mortgages.

Although based in Staffordshire, we have many clients throughout the UK. Clients are welcome to visit us here at our offices, and we are happy to see clients in their homes or their places of work and there is no charge for the first meeting to see if we can help you and if you wish to work with us. 

Prior to undertaking any work we would explain to you in writing the cost of our services and the options as to how our costs can be paid. 

For appointments and enquiries please telephone us direct on 01782 343424 option 1 or email us info@firmusfs.co.uk

The Financial Conduct Authority does not regulate Taxation and Trust Advice, Will writing and some forms of Mortgages.