J&P Financial Services

Sonia has brokered our mortgage, a re-mortgage, and all was great. But my pension is where she has excelled. I don't understand it, she clearly does; the most important thing is that she listens to my needs and starts from there. Have recommended her to colleagues that I like as well.
Jan 9th, 2023

Phil was very knowledgeable, he gave me very informed advice but was never pushy, i would have given him a perfect review if he wasn't a villa fan
Mar 20th, 2021

I needed some advice about moving my pensions and after reading about scams and things finally found Sonia through the pensions advisory service. She went through all the options available and after what seemed like an age (pension companies fault not Sonia's) everything got moved and sorted. Being a cautious investor, Sonia took this into account when choosing the investments for me. Would highly recommend.
Jan 1st, 2021

I went to Sonia for some pension advice last year. In conversations we had, she talked to me with language I understood. She went through all the options available for the pensions in question and hopefully these investments will serve me well. I am a cautious investor and Sonia took this into account when choosing the investments for me. Would recommend.
Nov 20th, 2020

Quite simply put, for us, Mercia Financial Planning, Sutton Coldfield stood out from all the other Financial Advice Companies we had trawled through - their ethos reflected a professional, genuine and person centred approach echoed through the 5 star and very relatable reviews. From our initial (free) and subsequent meetings with Sonia Foxall we knew we had made the absolute right decision. Sonia made us feel at ease whilst remaining professional, equally being genuinely interested in our financial goals and plans for the future. Its a minefield for us but Sonia guides you through, not only with her lovely personality ( believe me I think this is key also) but also by ensuring you always understand and equally feel in control. It has been one of the best decisions we have ever made and I would highly recommend them - in fact I already have! If youre looking for financial advice which is genuinely interested in you and one which will always give sound advice and options tailored to your desired outcomes - then please hesitate no longer!
May 16th, 2020