Founded in 2007 we provide expert financial advice on all aspects of financial services for individuals and businesses. We operate mainly in the Lichfield, Sutton Coldfield area but we work across the Midlands and have clients throughout the UK.
Our approach to financial planning is an holistic one. We call it Lifestyle Financial Planning because in order to give you the most appropriate advice we need to understand your hopes and dreams. We do this because money is only the means to an end, and you achieving what you need for yourself and your loved ones is what matters.
We believe that this is the true role of your qualified Financial Adviser. We can of course help you with things like mortgages and pensions, but ideally we prefer to work with our clients to really get to know them and what their short, medium and long-term financial goals are so we can provide the most appropriate tailored advice for your circumstances and ambitions.
Our modern offices have free parking and are situated between Lichfield and Sutton Coldfield.
Or we are very happy to meet with you at your home or place of business.
We look forward to working with you.
Giving the most appropriate financial advice for each of our clients is a given. On top of this, customer service and communication with our clients is what we do really well.
You will never be left wondering where we are up to on the financial matters we are dealing with on your behalf.
You will not only have your own qualified financial adviser who can be contacted via mobile phone and direct email address, but you will also benefit from our large team of client support staff who work along-side our advisers to keep you up to date.
168 Birmingham Rd, Shenstone, Lichfield, WS14 0NX
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