We’re a firm of Chartered Financial Planners, specialising in providing bespoke, independent advice.
We believe in helping clients to identify, achieve and maintain their desired lifestyle, without the fear of running out of money or dying with too much.
We focus on achieving life-changing outcomes for each and every person we work with; providing transformational financial planning that will give you the confidence to live the life you want to live.
With this in mind, the people we typically work with are:
• Senior executives
Life as a senior executive can be as fast-paced as it is rewarding; leaving little time for financial planning. Whether you’re approaching retirement or have a different financial issue, such as a recent inheritance, redundancy or questions surrounding tax planning, we will help you get financially organised.
• Business owners
As a business owner, your time and energy can be pulled in multiple directions. From work, to home, to employees, to family, there are plenty of people and projects relying on you. We will create a strategic financial plan that will account for the future security of your business and your family.
We’re proudly different from many financial advice organisations.
• We’re Financial Planners. We put you, your values and your objectives first. Planning second. Products last.
• We’re Chartered. Our Chartered status demonstrates our dedication to ongoing personal development and an ethical code of conduct.
• We’re independent. We have the freedom to select products and providers from the entire market; recommending the financial solutions that will enable you to achieve your goals.
• We hold the Pension Transfer Gold Standard. This accreditation from the Personal Finance Society is a code of good practice for safeguarded Defined Benefit pension transfer advice.
The Cruck Barn, 20 Country Park View, Walmley, Sutton Coldfield, B76 1TE
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