Sutton Coldfield’s longest established Independent Financial Advisers
We are the longest established financial advice firm in Sutton Coldfield and one of the oldest in Staffordshire and the Midlands
Contact us for your free, no-obligation initial consultation
Advising clients for over 25 years
“The integrity and reliability of the firm is what sets us above the rest. Our Philosophy is to look after people as if they were family”
Making a plan for the future
If you have received a personal injury award, we understand that you have probably been through an experience that has had an enormous impact on your life and future plans. In these circumstances, we can assist you to identify and clarify your goals, review your current position, and make a plan to enable you to give yourself the best opportunity of living your desired lifestyle in the future.
Planning for long-term income
Our commitment to building strong, long-term relationships with our clients is particularly important for recipients of personal injury awards, as you can feel assured that we will be able to provide you with high quality advice over the long term. Many recipients of personal injury awards will want to use their award to provide themselves with a regular income. We have been successfully assisting clients with this type of planning for over 25 years.