We are a firm of financial advisers based in Shropshire, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs. We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review. Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face-to-face in a follow-up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways for investments, either fixed fee or percentage based on a regular or one-off basis. For insurance products we are paid on a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
DipPFS – Independent Financial Adviser (Director)
DipPFS Certs CII (MP & ER) – Independent Financial Adviser
Lisa Bedford, CeMAP– Mortgage & Compliance Manager
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please
call 01952 463811, or email firstname.lastname@example.org