Who we work with

Our client commitment is simple: We are going to care about you, and be more personally devoted to your financial success than anyone in the world.

Nicholas PlattManaging Director

Whether you’re still enjoying a thriving career, running a successful business, or feel ready to retire, having enough money to move on to the next stage is an issue that resonates with every person we work with.

We all want to know we can enjoy our ideal lifestyle, free from money worries, once we move into retirement. Simultaneously, our clients want to enjoy life now. They know that life is short. They want to make sure they can say “I’m glad I did”, not “I wish I had”.

Our clients tend to be based in the Midlands. We like our clients to join us here at Henwood Court, our beautiful offices in Sutton Coldfield; it’s a relaxed yet professional setting that lends itself perfectly to the focused conversations we will have.

We find our clients are often like us; friendly, open people, happy to form a trusting relationship.

With this in mind, the people we typically work with are:

People approaching retirement
If you’re approaching the time when you’d like to think about retiring, or you’re getting ready to retire right now, you’ll want to ensure all your hard work pays off. You will want to know that the next phase of your life will be exciting and fulfilling and that you will be financially secure.

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People who have already retired
In retirement, you need enough purpose to wake up in the morning and enough money to sleep at night. Retirement will be one of the most rewarding periods of your life as well it should be. To enjoy everything the next phase of your life has to offer, you’ll want to feel confident that your financial future is taken care of.

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