About us

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.