Donald Asset Management prides it selves on understanding fully our client?’s needs - high quality independent advice delivered in the manner and timescales that their lives demand. Our clients are busy and look to us to ensure that their finances are working for them, both today and for the future. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.damltd.co.ukFour Oaks Ho/160 Lichfield Rd, B74 2TZ

BBT Financial Services are based in Sutton Coldfield and look after clients throughout the UK. We provide independent financial advice to both businesses and individuals. We pride ourselves on a high level of personal service on all aspects of financial planning. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.bbtfs.co.ukWrens Ct/62 Victoria Rd, B72 1SY

Index Fund Advisors is a fee-only Independent Financial Advisor that is structured to work on behalf of a small number of affluent entrepreneurs and their families. We have taken Nobel Prize-winning academic research that has identified the dimensions of stock returns that consistently outperform major global market indices, and created low risk, cost efficient portfolios that entrepreneurs can utilise to preserve and maintain their wealth. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.indexfundadvisors.co.uk35 Little Aston Hall/Aldridge Rd Little Aston, B74 3BH

Squirrel Financial Management has built up a reputation of providing first class financial solutions for our clients. Our advisers, technicians and support staff work as a team in order to deliver a first class service and design the most appropriate financial solution for you Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.squirrelgroup.co.ukDrey House/338 Lichfield Rd, B74 4BH

We help clients of all ages and backgrounds to identify the most appropriate financial solutions at different stages in their lives. Our expert financial advisers take the time to get to know your particular situation and are familiar with the common issues that relate to different situations and events. Their expertise and experience can help you understand and implement the best financial solutions for you, delivered with a personal approach. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.batesonline.comWeston House/62 Anchorage Rd, B74 2PG

Robson Lister was established in April 2001 when Ian Robinson and Stephen Roberts brought their clients, contacts and expertise together to create a new partnership. They have almost 40 years combined experience in financial services and have built up a client base of high net worth individuals and companies. Robson Lister provides independent financial advice directly to personal and corporate clients and also to clients introduced to us by other professional firms such as solicitors and accountants. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.robsonlister.comOculus House/16 Mill St, B72 1TJ

Regulated directly by the FSA, Premier Independent Investments (UK) Ltd. is a truly independent firm of IFAs with a wealth of experience in advising members of the public in all aspects of financial planning. Whatever your financial planning needs be it investing money, planning for retirement, provision for school fees, long term care, family or business protection, Inheritance tax planning, we can, by the use of sophisticated research and data systems produce solutions for your needs. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.ethicaladviser.co.uk278 Penns La, B76 1LG

Jordan Financial Management Ltd is a firm of independent financial advisers specialising in Inheritance Tax, Estate Planning, Investments, Pensions, Retirement Planning and Mortgages. Being ?‘independent?’ means we have access to over 130 different product providers and their financial products, enabling us to search the entire marketplace for the best solutions to suit your financial objectives. Areas serviced: Sutton Coldfield, Tamworth & Lichfieldwww.jordanfm.co.ukThe Guildhall/32 Lichfield Rd, B74 2NJ