Why choose us
We are financial planners.
That means we follow a process to build a plan that will achieve your financial objectives and preferred standard of living, both now and in the future.
We use sophisticated financial forecasting software to create bespoke financial plans for our clients, reviewing them regularly to keep them on track.
Even the best plans will fail if they are poorly implemented.
Most of the financial plans we create require the use of financial products; pensions, ISAs (Individual Savings Accounts) and so on.
We are independent, which means we are not restricted in our choice of product or provider, allowing us to select the right option to deliver your plan.
Our relationship is with you not your money
In our view, some financial advisers place too much emphasis on your money, and too little on you.
Money is simply a means to an end. Until we know you, your beliefs, what you want to achieve in life and the aspirations you have, how can we possibly start to advise you?
Selecting the right products or investments is important, but these decisions are secondary to the financial plan we create, which is ultimately the difference between achieving your objectives and not.
We won’t agree to work with clients who we can’t genuinely help.
Nor will we take clients on where the value of our advice is lower than the fees we charge.
In common with many of our clients, we only work with certain types of people.
That specialism means we have an in-depth knowledge of the financial challenges and issues they face.
Of course, we also know the solutions and how to create a bespoke financial plan to deliver your objectives and aspirations.
Our clients lead busy and unpredictable lives. We’ll do everything possible to fit around your schedule.
We are happy to meet you at a time and location convenient for you.
Alternatively, if you prefer to meet without the distractions of work or home, we are delighted to greet you at our office in Birmingham.
Authorised and regulated
We are authorised and regulated by the Financial Conduct Authority (FCA).
You can view our entry on the FCA register by clicking here.