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”
We all hope for the best in life but is important to recognise that things do not always go to plan. We offer expert advice that allows you to understand and clarify what the financial impact would be if the unexpected were to happen. We can help you to put in place appropriate insurance cover to ensure that you and your family have the right protection in place to provide you with peace of mind and financial security. The insurance options that we look at include life insurance, income protection and critical illness cover. We are always cost conscious when considering the insurance needs of our clients, ensuring that we only recommend insurance when it is required and appropriate, and look across the market for the best value cover when we make recommendations.
Please feel free to get in touch to arrange a no-obligation, free initial consultation to discuss your personal circumstances in more detail.