About us

We’re a family-run financial planning firm offering independent advice to people across the West Midlands.

Our goal is to bring what you have to life. We’ll show you your financial reality and give you the confidence to enjoy life, safe in the knowledge that your future is in good hands.

Recently, Dan has taken on the role of Managing Director, meaning that our clients can rest easy knowing that their adviser won’t retire any time soon! We believe this level of continuity is extremely important for our clients, ensuring we’re there every step of the way into retirement.

What’s more, our two advisers don’t work in isolation; they are assisted by our dedicated support team.

What our clients say

Partner with reliable
and experienced advisers

Enter your details & we'll be in touch to
discuss your goals.

Alternatively, contact us directly using the details
below and speak to a member of the team.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as such by us and held in accordance with the appropriate date protection requirements. You agree that such a personal information may be used to provide you with details of services and products in writing, by email or by telephone.