Warwick House, First Floor, 159 Lower High Street, Stourbridge, DY8 1TS
Office based in Stourbridge close to Birmingham and Wolverhampton. We cover the whole of the West Midlands including Coventry, Walsall, Wolverhampton, Birmingham, Kidderminster, Worcester and Warwickshire.
We specialise in providing no-nonsense wealth management advice, to individuals and business owners. We offer advice on Pensions, Investments, Tax Planning, Equity Release and Life Insurance.
We will meet with you at your home, if convenient, or in our office, whichever suits you.
Advice will be given as to the best course of action you should take to meet your objectives.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.