Unavailable for contact through VouchedFor
Based in Lichfield
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
VouchedFor requires payment to accommodate reviews, so we prefer to use Google as it’s also a more visible and public website. As of 28/5/23 I’ve looked after generations of clients and 'grown' with them over the last 37 years. Our business ethos focuses strongly of acquiring the best possible returns for them whilst minimising taxation. We have exacting standards, care very much for our clients and have NEVER had a complaint found against us - which speaks volumes for our integrity and care. WE WILL NOT START WORK WITH A POSSIBLE NEW CLIENT WITHOUT FIRST DEMONSTRATING WHAT WE DO AT AN INFORMAL FIRST MEETING (OR SOMETIMES ONLINE WHERE LONG DISTANCES ARE INVOLVED). That way, they can make a sound decision about whether our services will suit them and we can ensure we only acquire clients who need our specific range of skills and advice. We pride ourselves on attention to detail, keeping advice easy to understand, providing advice on areas most other advisers skip over and generally doing a much better job than expected in good time.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
We will not travel to see a potential new client in their home. We offer a demonstration meeting at our Office (or my home) so you can be sure that we have the staff, technology and other facilities to look after you professionally. After all, if you don't see where we work from - for all you know it could be from a tent next to the M6 with a mobile phone!