We're INDEPENDENT financial advisors and have looked after generations of clients over 39 years. We offer INDEPENDENT FINANCIAL PLANNING mostly to seniors (60 years old plus) who have or are about to retire. ALL of our Google reviews are 5 Star reviews! Our main office is just outside Lichfield, and we can also meet clients in the village of Yarnfield, near Stone, Staffordshire. Our main focus in
volves advice and guidance in simple layman's terms on:
1. Reducing Income Tax
2. Increasing the returns on Bank & Building Society Savings
3. Provision of quality Investment Management
4. Pensions analysis and management
5. Protecting assets against possible loss due to Long Term Care needs
6. Reduction of Inheritance Tax
7. Guidance on structuring Wills, Trusts and Powers of Attorney. We have just over 100 clients who retain our services via an annual fee, and we look after them extremely well indeed. Indeed, we are well known for providing a high level of prompt service and continually exceeding our clients' expectations. If you fit our client ‘profile’ and want to be considered as a client - ask for a no-cost meeting where we will demonstrate what we do. SEE what we do and make your OWN judgement about whether our services will suit you. We will NOT entertain taking a client on without showing them what we do first - nor will we consider providing advice on one area in isolation as that could cause ‘issues’ or a conflict with other areas of planning. At the time of writing (February 2022), we had been in business for 36 years (27 of those as INDEPENDENT advisers), and have never had a complaint found against us.
