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.
Employers urged to take a fresh look at group life assurance or risk potential tax threat (Birmingham Post Article 29.03.2018)
The current pension Lifetime Allowance is threatening to play havoc with group life assurance schemes – popular with many companies. Employers need to be up to speed on the different types of schemes available and consider if their employees are in the right one. Yet many are unaware of potential problems and the danger that...by Read More
The Scottish Widows Retirement Report is now in its 14th year and is always a good barometer of whether people are saving enough for their old age. With the 2018 one recently out, it is a mixed picture. More young people are getting the message but overall levels have stalled. The Report hails the great...by Read More
Britain's markets watchdog proposed measures to help five types of customers get better value for money in the 500 billion pound investment funds platforms sector, sending shares in leader Hargreaves Lansdown lower.July 16, 2018Read More