As an established firm, with over a decade of experience, we help business owners and wealthy individuals, right through to their later life years, with their financial matters.
We offer a gateway to knowledge and work with you to ensure you are maximising your financial position, both now and in in the future. We love what we do and get a real satisfaction from having a positive impact on the lives of our clients, their loved ones and their businesses.
We offer an initial face to face meeting at no obligation or cost. This providing the perfect opportunity to undertand your requirements, concerns and goals in more detail and whether we are a suitable match to work together going forward. It's important that you feel totally comfortable with us, so that we can go on to forge a relationship together built on trust.
If you are looking to work with a passionate and engaged adviser, who will have your best interests at heart then look no further.
Highlights, Specialties & Features
- Investment Advice
- Retirement Planning
- Estate Planning
- Later Life Planning
Professional Associations & Certifications
- Certificate in Financial Planning
- Diploma in Financial Planning
- Society of Later Life Accedited Adviser
- Member of Chartered Insurance Institute
- Member of Personal Finance Society
- West Midlands, Worcestershire, Warwickshire
|Address||Innovation Centre, 1 Devon Way, Longbridge Technology Park|
|Phone Number||0121 222 5655|
Products & Services
We offer different service levels, where advice can be provided either on a one-off basis, or on-going basis. Depending on your needs, will depend on which is most appropriate and of most value to you. Either way, we will always take an holistic view of your situation to provide you with the best possible advice, so it is really important we have all the facts together beforehand.
A one off basis, can be provided where you may simply need help in setting something up or it could be where we carry out a totally bespoke piece of work designed around you, such as in-depth analysis of what your retirement will actually look like, or an in-depth analysis of your estate for inheritance tax purposes.
Lisa Footes was appointed by my company to advise and implement a suitable workplace pension scheme for this business. She has been instrumental in dealing with this process form inception to implementation and has been very attentive to our needs throughout. She has given my firm clear and well considered advice throughput this process and has also been of enormous benefit in relation to the administrative work required.
Lisa is always a cheerful friendly person who explains things in a way that can be easily understood. She promotes a very professional approach and knowledge of the financial markets and has always answered questions or given advice promptly or if not will have an answer for you in a very short space of time. I feel safe in the knowledge that my retirement investments are being closely monitored.
Lisa conducted a thorough review of my financial situation and appraised my needs whilst understanding a range of possible future scenarios. Lisa was happy to answer queries and back up her proposals with evidence and was willing to spend time to ensure that I was happy with the way forward. Lisa’s charges are transparent and competitive and her firm is highly professional and efficient.