About us

HELPING YOU WITH your life journey.
We’re one of the leading wealth management and investment specialists in the West Midlands. We’ll work with you to meet the challenges and decisions you face in organising and protecting your wealth, and we’ll make sure you enjoy a future completely free from financial worry.

Our starting point is your goals and the lifestyle you’re looking for. Understanding this completely allows us to build a detailed, comprehensive and disciplined plan to get you where you want to be. And, while you’re at the centre of what we do, it’s important that we also include the aspirations and needs of the generations before and after you. We aim to provide reassuring direction and guidance to secure the financial future for you and your family.

We’ll organise and manage your wealth, enabling you all to enjoy life while feeling confident about what lies ahead. Our support will be attentive and discreet, based on clear service standards and a dedication to making plans a reality.

We’re here for you, for the long term.

If our clients have cause for a complaint and are not satisfied with the outcome of their complaint, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at The Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk