Chartered Financial Planners and Accredited Financial Planning Firm™. We are independent financial planning specialists based in Meriden near Coventry and working throughout Warwickshire and the West Midlands. We offer an all-round personal financial planning and advisory service, and most clients benefit from our specialist expertise in constructing and maintaining investment Portfolios - through savings and pensions. Together we develop a strategic financial plan tailored to each person’s needs and goals – adaptable, flexible and responsive over time to life’s changes. To date our Advisory Financial Planning Service has resulted in over £85 million of funds under advice. Our Financial Planning Directors, Adrian Smith and Ivan Hutchings, already both hold the designation "CERTIFIED FINANCIAL PLANNERCM professional", and Adrian is also a Chartered Financial Planner. (Only a small group of UK advisers are similarly qualified to such rigorous standards).