Management that works for you
From our offices in Birmingham and Worcester, we provide expert investment management and wealth planning advice to clients, helping them achieve their financial goals. We are well established in the local area, providing a high-quality personal service, backed by the resources of an international financial services group. We work closely with a wide range of clients, including individuals and their families, trusts, business owners, as well as the professionals who support them.
Book a free one-hour phone or in-person consultation at home or at your nearest office.
Your local offices
Birmingham
Worcester
How we can help
Reach your financial aspirations with services made to support you at every step.
Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
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Investment management
Ensure your money is working as hard as it can with our investment management service.
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Frans was so kind and helpful. He listened to all my worries and answered my questions, leaving me reassured and content that I can afford a comfortable retirement
How we helped Lucinda to look forward to the future
Lucinda is in her early sixties and starting to think about life after retirement. She has been working for her current employer for many years, and joined the company pension plan when she started. She has also inherited the family home from her mother, mortgage free.