Business Details
32 Years
experience
Your Trusted Financial Advisers in Stratford upon Avon
Established in 1994, MaherBrownsword has built a reputation for delivering tailored financial advice rooted in over three decades of combined expertise. Our team of qualified professionals specialises in pension consolidation, investment strategies, estate planning, and protection solutions, prioritising client needs through a personalised approach. With a commitment to ethical practices and technological innovation, we empower individuals and families to navigate financial complexities with confidence.Our Stratford upon Avon-based office serves clients nationwide, supported by a philosophy that values transparency, continuous learning, and long-term relationships. Recognised by the Financial Conduct Authority, we maintain rigorous compliance standards while fostering a culture of accessibility and client empowerment through educational initiatives like our monthly podcasts.
Services
Investments
Pensions Guidance
Estate Planning
Income Protection
Critical Illness Cover
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of combined experience in financial advisory services
- Our team holds advanced qualifications including DipPFS and CEng certifications
- Specialised expertise in pension consolidation and estate planning solutions
- Ethical investment strategies incorporating Environmental Social Governance principles
- Client-centric approach with proven track record of multi-generational client relationships
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic service
Clear, sound advice
Outstanding service and advice
Capable and trustworthy team
Demystified financial advisors
Services
Investments
Our investment advisory service creates tailored portfolios aligned with individual risk profiles and financial goals. We specialise in mainstream investments and business relief strategies, leveraging market expertise to optimise returns while maintaining appropriate risk controls. Clients benefit from ongoing portfolio reviews and access to comprehensive market analysis tools.
Pensions Guidance
We provide comprehensive pension consolidation and planning services, helping clients navigate complex retirement options. Our expertise includes workplace pensions, self-invested personal pensions (SIPPs), and tax-efficient withdrawal strategies. We focus on creating sustainable income streams while ensuring compliance with evolving regulatory requirements.
Estate Planning
Our estate planning solutions help clients preserve wealth across generations through strategic wills, trusts, and inheritance tax planning. We collaborate with legal professionals to create comprehensive succession plans, addressing both UK and international estate considerations while minimising tax liabilities.
Income Protection
We offer tailored income protection policies and executive insurance solutions designed to safeguard financial stability during unexpected life events. Our approach considers both personal and business needs, ensuring adequate coverage while maintaining cost-effectiveness and policy flexibility.
Critical Illness Cover
Our critical illness cover solutions provide financial security against major health events, with policies customised to individual circumstances. We help clients understand policy terms, exclusions, and benefit structures to ensure appropriate coverage levels aligned with their overall financial strategy.
People
Andy Maher
Company Director
Andy founded MaherBrownsword in 1994 after a career in financial services and education. He specialises in ethical investing and technology integration, holding DipPFS and Cert CII qualifications. A former basketball player, he combines sports discipline with financial expertise to deliver client-focused solutions.
Joan Evans
Financial Planning
Joan transitioned from engineering and education sectors to financial planning, bringing analytical expertise in cashflow modelling and systems innovation. She holds CEng and CIPD qualifications, focusing on data-driven financial strategies that balance technological advancement with client needs.
Sarah Robertson
Client Liaison Officer
Sarah manages client communications and estate planning operations, leveraging hospitality and education sector experience to ensure exceptional service delivery. She coordinates investment administration and supports the sister company's legal services team with trust and will planning expertise.
Chris Welford-Thompson
Mortgage & Investment Administrator
Chris brings diverse client service experience from advertising, energy, and healthcare sectors. With a background in graphic design and modern languages, he specialises in client communications and mortgage administration, combining creative problem-solving with multilingual client support capabilities.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, estate planning, income protection, and critical illness cover, providing tailored solutions for individuals and families across the UK.
How do you personalise financial advice?
We conduct comprehensive consultations to understand individual circumstances, goals, and risk profiles, creating bespoke strategies that evolve with clients' changing life circumstances.
Do you offer ethical investment options?
Yes, we incorporate Environmental Social Governance (ESG) principles into investment strategies, helping clients align their portfolios with their ethical values while maintaining financial objectives.
How can I register a complaint?
Contact us directly via [email protected] or 01789 268656. If unresolved, you may refer complaints to the Financial Ombudsman Service at www.financial-ombudsman.org.uk.
Do you serve international clients?
Yes, we support clients globally, with experience managing cross-border financial planning requirements while ensuring compliance with relevant international regulations.
How do you stay updated on financial regulations?
As FCA-authorised advisors, we maintain continuous professional development and participate in industry conferences to ensure compliance with evolving financial regulations and best practices.
