We are a wealth management firm working in the main with business owners and retired individuals. The business was established in 2003. Our mission is to grow and protect your wealth financially. We also work to ensure we are growing your emotional and physical well being. We do this through our whole approach to financial planning. We don`t just look at the numbers. We get to know you, your family and your clear goals. We have 100% client retention and I believe this is down to the completely different way we approach financial planning.
We are able to advise on every aspect of financial planning, be it personal or business related.
We have have developed our own model of wealth planning- Atwal Wealth Hierarchy of Needs. All our advice is based on our strategy using this model, this allows for easier understanding of what can sometimes be a complex area.
Most importantly, we ensure we achieve your financial goals, we explain all choices carefully and ensure every client is supported long term with regular contact and email/ telephone support.
The area we excel is in tidying up an individual`s financial affairs and ensuring they have adequate and safe income in retirement. We build a robust and great long term plan with clients. We excel in pension and investment amalgamation, tidying up and most importantly getting better value for money in your investments. We have this down to a slick process and can within weeks produce a comprehensive report showing you what you are paying, your returns/ charges and any opportunities for improvement. If we don`t find any areas we will tell you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
968 Warwick Road, West Midlands, B93 0HL
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