We are an independent, lifestyle-based firm of award-winning wealth managers and Chartered Financial Planners in Sutton Coldfield, Birmingham. We work in partnership with clients throughout the UK.
Our purpose is simple: to be our clients’, and their families’, trusted lifetime financial partner, wealth manager, counsel, and expert.
Our unique Financialsense® money concierge service is for materially successful people who are too busy working, or living, to manage their own financial affairs. The service helps our clients achieve and maintain financial freedom, as well as improving their financial performance and well-being. It gives them the financial confidence, capability and encouragement to live the life they want to live today and in the future.
We are very proud of the ‘professional friendships’ we enjoy with our clients along with the positive impact and value we have on their lives that goes beyond the financial.
For clients, we are ‘the number on the fridge’; the second person their wife/husband/partner/son/daughter would call in the event of a disaster. There’s no bigger compliment than that!
But don’t take our word for it, watch what our clients say.