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.
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...by Read More
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...by Read More
- March 21, 2019Read More