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”

Why make lasting powers of attorney?

There could come a point when you are no longer able to manage your financial affairs, or affairs relating to health and welfare. In this situation, it is generally the case that someone else will have to act on your behalf. Appointing an attorney of your choosing can ensure that, when you are no longer able to act on your own behalf, you know that a trusted person will have the power to manage your affairs on your behalf. It is now possible to make two types of Lasting Powers of Attorney, one which covers financial affairs and another which covers health and welfare.

Please feel free to get in touch to arrange a no-obligation, free initial consultation to discuss your personal circumstances in more detail.

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