About us

We are a firm of independent financial advisers principally based in Staffordshire but also operating from Warwickshire. Our clients are spread across the length and breadth of the UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.

As fully independent financial advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it is for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.

We provide advice and help following a personal/business financial review which can be held at a time and place convenient to you. Usually we will start with a very broad discussion of your concerns and aspirations, before moving on to a more thorough review of personal and financial circumstances.

Following our initial review, we will take time to consider your situation, needs and priorities before compiling a detailed financial planning report. We will discuss this face to face with you in a follow up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in achieving your financial planning objectives.

Our charges can be structured in several ways; some of our clients prefer a fee based approach whilst others are more comfortable with a commission basis, where available or a combination of both. We will always agree the remuneration method with you before we proceed.