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
Bank of England's Vlieghe scales back rate hike view
The Bank of England can probably raise interest rates only around once a year, given the weakening of the economy in Britain and around the world, and even that slow pace might be too much, a top policymaker at the central bank said.

February 14, 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)

Bank of England's Vlieghe scales back rate hike view