Expert Financial Planning for the Bigger Picture CHARTERED FINANCIAL PLANNERS

Independent financial planning for the long-term

We are a leading firm of Chartered Financial Planners based in Solihull,
offering independent financial advice to individuals and businesses.

Our unique approach to wealth management is centred around providing a holistic, personalised view of your financial aspirations for the long-term.

Our experienced team of wealth managers look after every detail of your wealth, providing the highest level of unbiased advice, whilst never forgetting the importance of building a trust-based relationship over time.

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Pensions
Investments
Family Protection
Mortgages
Estate Planning
General Insurance

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Chartered Financial Planners We are extremely proud to have been awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute (CII)

Invest in commodities for an inflation hedge – Birmingham Post article 31.03.2022

Inflation hit a 30-year high, with rising energy, goods and food prices pushing it to 6.2 per cent in the 12 months to February, according to the Office for National Statistics. The Bank of England, which recently raised interest rates to 0.75 per cent, has forecast inflation will soon hit eight per cent, with further...
April 7, 2022 by Robert Kenyon Read More
How to chase down lost pension property – Birmingham Post article 27.03.2022

There is an estimated £20 billion in lost pensions waiting to be claimed in the UK. It seems an incredible sum and hard to credit that it can be true. Perhaps not so surprising though when you consider how people on average change jobs 12 times throughout their career while also moving house eight times....
April 7, 2022 by Robert Kenyon Read More
Max out your tax relief – Birmingham Post article 17.03.2022

These are tough economic times – the disruption wrought by Covid, the war in Ukraine pushing energy prices through the roof, mortgage rates increasing as inflation rises. Anything, however small, which can help close the gap has got to be worth examining. Maximising tax relief is one way to combat the haemorrhage of cash. Particularly...
April 7, 2022 by Robert Kenyon Read More

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Independent financial planning for the long-term

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Invest in commodities for an inflation hedge – Birmingham Post article 31.03.2022

How to chase down lost pension property – Birmingham Post article 27.03.2022

Max out your tax relief – Birmingham Post article 17.03.2022