Financial planning

Our lifestyle financial planning service enables you and your family to confidently live the life you want.

Working with you

We work with “normal people who have done well”

By “normal people done well”, we mean you will have accumulated wealth, have needs that are sometimes complex, you are busy with work, life, or retirement, and need a trusted adviser who can handle the financial tasks you need to delegate.

Business owners

Align your personal and business finances to achieve financial independence.

Senior executives
& professionals

We work with you to enable you to live your best life and plan for the future.

for retirement

Ensure you are both emotionally and financially ready for retirement.

In retirement

Achieve and maintain financial freedom for you and your family for years to come.

How we help

Incomparable support when you need us the most

We will support you through key financial moments in your life with our unique, personalised service, Financialsense®. We meet your planning and investment needs and help you realise the outcomes you want for your life journey and for those you care about most.

Our Financialsense® programme will create a dynamic financial plan, combined with ongoing planning. It delivers multigenerational financial freedom to ensure your estate planning is in order and transfers wealth to younger generations to mitigate Inheritance Tax.

Learn more

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE