Welcome to Pool House

Pool House are dedicated to making your money work for you
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Why choose us

We help our clients make well informed decisions about their financial journey through the stages of their life

Most people’s ultimate financial goal would be to achieve financial independence, meaning they work through choice, but this is rarely achieved by accident. This is where our expertise can add great value.

 

We will arrange your financial resources to ensure they work as effectively as possible to help the funding of your personal goals and lifestyle

We will help you take steps to ensure your income, assets and family are protected from the impact of long term illness, disablement or death
We will advise you on how investment arrangements can benefit from legitimate tax relief and shelters and how to withdraw money effectively
We will help you to keep your plans in focus with regular reviews
We will be accessible and responsive whenever you contact us with queries
We will remind you that the wealth you have accumulated exists to be enjoyed when the right time arrives

Our Services

Assisting individuals and businesses alike

Individuals

Investments

Pensions

Mortgages

Protection

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Businesses

Workplace Pensions

Group Insurance

Business Protection

SSAS Trustee Services

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Client Stories

We've assisted hundreds of clients in managing their money

  • ‘A practical, knowledgeable, helpful and reactive firm of professionals - I would have no hesitation in recommending the Pool House team for all your financial and investment needs’.
    Richard - Sutton Coldfield
  • ‘I first met David Burns in 2017 when I was looking for an IFA to advise on amalgamating a number of occupational pensions into a self-invested pension. I had little or no previous experience in investments and David undertook a thorough assessment of my risk profile together with my needs and aspirations for retirement. From the outset, David's down to earth demeanour was very reassuring as he clearly articulated my options and took me through every step of the process. I am regularly updated on fund performance and investment strategy and, when I have chosen to draw down any funds, this has been dealt with quickly and efficiently by the support team, including all the form filling. Every individual I have dealt with at Pool House has been professional, approachable and efficient and I would have no hesitation in recommending their services.’
    Diane – Burntwood
  • 'I have utilised Pool House Group to advise on the consolidation of my pensions and for the ongoing investment strategy and management - this has worked really well through some turbulent market conditions and the service I receive is always high quality and tailored to my specific circumstances. I would have no hesitation recommending Pool House to anyone looking for this sort of help and advice.'
    Mark - Lichfield
  • ‘I have received excellent service throughout a difficult time for us all. Help at the end of the phone when needed.’
    Neil - Rugeley
  • ‘I have used the services of Pool House on a few occasions and found them to be very professional. My preferred contact is Julie Dunn, I find Julie very approachable, efficient and excellent attention to detail. My mortgage case was a trying one to say the least, Julie was very calm and reassuring and kept everything on track. I would highly recommend the services of Pool house in particular Julie Dunn.’
    Jo - Newport
  • ‘I was introduced to Pool House by a friend, I had a lot of pensions with different companies and I wanted to move them to one Pension company. Jonathan and his team did the transfers efficiently with least waste of time. I would recommend Pool House very highly’
    Hitesh – Middlesex
  • ‘We were recommended to Pool House by a friend - who still uses them, and we went to Lichfield to meet the team. Once we had chosen to use them they took us through the advice to transfer a final salary scheme into a SIPP for drawdown. Their follow up and annual meetings to verify our current view on risk for pensions and other ISA investments have been friendly, interesting and professional. So far the investment results have been very satisfactory!’
    James - Gillingham
  • ‘I have been a customer of Pool House for almost ten years now. The advices I have received are most professional. Whenever there is a question or request, emails have always been replied on the same day. I look forward to continuing the relationship for the next ten years.’
    Shen – Birmingham
  • ‘We were searching for an advisor who understands property-based SIPP and were introduced to David Burns and the team at Pool House.  Our first impressions were very favourable. After discussing our needs with them, David suggested moving our property SIPP into a company SSAS.   We felt comfortable with the advice offered and have not been disappointed.  We really appreciate the easy access to the team and the quick personal response to any queries that we may have.’
    Martin - Solihull
  • ‘We used Pool House when applying for our first mortgage. Julie was our adviser and was fantastic, very efficient and made sure everything ran smoothly. We had everything explained to us and now thanks to Julie we are now home owners. We would strongly recommend Julie and Pool House.’
    Catherine - Cannock
  • ‘My husband and I have been dealing with Pool House Group both personally and professionally for a many number of years. Their advice has been invaluable over the years and has enabled us to purchase our own business premises. The team at Pool House set up  all our employees pensions when it became compulsory for them to have a private pension and are always happy to help if advice is needed. The team are friendly, professional and extremely approachable, nothing is ever too much trouble. I would recommend Pool House and have done to friends and family as they have your interests at the heart of everything they do.’
    Lisa – Sutton Coldfield

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