Our advisers all have decades of experience at providing excellent detailed investment and pensions advice for all ages of clients. Our administration team can't wait to process our clients' cases and help in any way they can.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 16th November 2020
What our clients say
l have been with Louise now for ten Years and circumstances have changed Financially and she has worked throughout with the most professional and understanding advise for my pension and future. Louise has been excellent and explains everything.
At probably one of my most difficult times in my life Louise was a friendly face who listened and advised me in an are of which I had no previous knowledge.
The firm was established in 2009 by Louise O'Reilly. Having worked for many years for HSBC Bank Louise's aim was to run a local firm which is purely committed to the financial planning needs of wealthy individuals and families. We are part of Quilter Financial Planning Ltd, the UK's largest network of financial planners, which keeps our advice and processes up to date and efficient. Further it provides our clients with peace of mind that there is a company of huge financial strength and strict governance backing our firm.
We have 3 services available, transaction only, financial planning and wealth management. Once we explain the differences in services, it is up to the client which level of service they require.
Where to find us
Head office address: 1A Belwell Lane,, Sutton Coldfield, B74 4AA
Minimum wealth (income/assets)
Minimum mortgage value
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