What clients say

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.

Find out what our clients think of us.

What clients say

We are delighted to say that, since becoming clients seven years ago we have been highly impressed all round by the quality of service offered by Self Financial Planners Ltd, and in particular:

All the staff we have dealt with have been friendly, approachable, professional and utterly trustworthy

We like the fact that there are no hidden fees and all costs are fully explained

The lengths to which you went to help me recently with a tax query relating to my pension contributions in 2009 was above and beyond the call of duty.

Most importantly, we know that, if anything happened to one of us, you would be there to help sort out the financial consequences for the other in a calm, sympathetic and professional manner. That is a huge comfort to both of us.


- Nick and Sally Keegan

I have been a client of Self Financial Planners since 2004 and would say that I am delighted that I got involved with them and would recommend them to anyone to help with their wealth management and pensions. I have valued their pro-active professional advice whilst understanding and listening to my requirements and requests.


- Brian PettiferChairman of Private Property and Leisure Group

We have been clients of Self Financial Planners Ltd and their predecessors Roger Self Ltd and Roger Self since 1969. We were recommended to Roger Self Ltd when seeking a mortgage for a house in Edgbaston when other possibilities had been  exhausted. Roger succeeded. Since then we have relied on them totally for all our financial planning and have never had cause to doubt their commitment to our financial well-being. Our present comfortable existence is largely due to their expertise and diligence and we recommend unreservedly their service to others.


- Keith and June Padmore

Self Financial have been looking after my family’s affairs for many years. The continuity, advice and planning is always first class. The team at Self are responsive, diligent and thoughtful. It is a pleasure dealing with them.

- Matt ThomasTrader, Vontobel Group

My late husband and I have been clients of Self FP since 1986. They have provided consistently excellent personal service.  When my husband died unexpectedly William was tremendously helpful in co-ordinating my financial strategy, working efficiently and compatibly with my accountant, and allowing me peace of mind at a stressful time.

- Diane BennettRetired