Neville House, 42-46 Hagley Road, Edgbaston, Birmingham, B16 8PEMake an enquiry
Our clients are specialists in their field. So are we.
We are financial planners, specialising in working with three groups of people:
- Medical professionals
We typically work with GPs, dentists or consultants at one of the West Midlands’ many hospitals.
Generally in their 50s, they are considering their retirement options. Many want to finish work before the traditional retirement age for their profession. We will show you how to retire on your terms; at a time of your choosing and with an income sufficient to sustain your lifestyle.
- Business owners
Your personal and corporate finances are inextricably linked. We therefore produce a plan for both, to achieve your corporate and personal financial goals.
Specifically, that might mean helping you withdraw money from your business more tax-efficiently, helping you plan for the sale of your business or helping you buy your business premises tax-efficiently.
- Accountants and solicitors
Our professional clients often have relatively complex financial lives. Many are business owners, perhaps with multiple partners, where competing ages, priorities and outlooks create complications.
We will help solve your current financial challenges, then look to the future, ensuring your finances are in the best shape possible to help.
We are financial planners: We use sophisticated financial forecasting software to create bespoke plans designed to ensure you achieve your financial objectives and preferred lifestyle.
We are independent: Our independence means we are not restricted to a single product provider, allowing us to source only the best for our clients.
Our relationship is with you not your money: Money is simply a means to an end. Until we know you, your beliefs, what you want to achieve in life and the aspirations you have, how can we possibly start to advise you?
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