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.

Private Client

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)

New ruling tax threat to some pension transfers (Birmingham Post article 27.12.2018)

Defined benefit (DB) transfers have surged since the introduction of pension freedoms. It is reckoned that more than 100,000 people have left their final salary pension in the past 12 months, and rising. According to Retirement Planner, there are a number of reasons for this. The first is flexibility – instead of taking a set...
January 9, 2019 by Robert Kenyon Read More
Be sure to make the most of your State Pension (Birmingham Post article 20.12.2018)

Looking to maximise your income in retirement? A good place to start is with your State Pension. If you’re not getting the full amount or are not on track for it, then, as highlighted in Royal London’s State Pension Guide 2018, it’s worth considering topping up. “The cost of doing this is effectively subsidised by...
January 9, 2019 by Robert Kenyon Read More
UK inflation falls again, leaving BoE under no pressure on rates
British inflation hit its lowest in nearly two years in December as fuel prices fell, leaving the Bank of England under no pressure to carry on raising interest rates as uncertainty over Brexit dominates the economic outlook.

January 16, 2019Read More

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Independent financial planning for the long-term

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News

New ruling tax threat to some pension transfers (Birmingham Post article 27.12.2018)

Be sure to make the most of your State Pension (Birmingham Post article 20.12.2018)

UK inflation falls again, leaving BoE under no pressure on rates