We are a dynamic, award winning firm of financial advisers. Our modern offices are located in Shenstone-Woodend, close to Tamworth, Lichfield, Sutton Coldfield and Birmingham. For many years we have provided comprehensive advice and financial services to our personal and business clients. Our in-house researchers and qualified administrators provide our advisers with the support they need to give our clients timely advice and manage their financial planning requirements Our services include: - Pensions - Investments and Savings - Financial Protection - Mortgages - Estate Planning - Long Term Care - Corporate Services The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on the mortgage. We charge £495 for mortgage advice and £495 for lifetime mortgage advice. Estate Planning is not regulated by the Financial Conduct Authority. Financial services can be confusing so our aim is to offer financial advice in a clear and transparent manner that enables our clients to be informed before making financial decisions. We believe in making a positive contribution to the local community and one of the ways we do this is through our nominated charity Help Harry Help Others who work to find a cure for Brain Cancer and help children with cancer. We provide a free initial review to service users the charity is working with to help to remove some of their financial concerns.