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.
Congratulations to all our employees who have had all their hard work rewarded by passing Personal Finance Society examinations recently. All our Trainee Advisers, Harte Thind, Alex Haynes & James Luke, are progressing through their apprenticeships and have passed a number of exams each in the last few months as they head towards their Diploma...by Read More
Congratulations to Naomi Fielder who recently passed her latest PFS exam which brings her up to level 4. This means she is now qualified to give financial advice. This is the culmination of many years of hard work, studying and taking exams. So, well done to Naomi. We’re all very proud of you. Naomi will...by Read More
New European Union rules to make the cost of stock and bond research more transparent are saving millions of pounds for investors and have not materially cut coverage of smaller firms, Britain's Financial Conduct Authority (FCA) said on Thursday.September 20, 2019Read More