Our independent financial planning services can help create the way to a brighter financial future
Bespoke investment portfolios carefully tailored to meet your investment objectives.
Tailored retirement planning solutions that help you make the most of your retirement.
Unbiased, whole of market mortgage advice to find you best possible mortgage.
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A bespoke, trustworthy and personal approach to financial planning
We are an award winning Independent Financial Adviser practice based in Kidderminster, Worcestershire. We have a diverse range of clients and specialise in those new to financial planning, therefore our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on their financial affairs.
Benefits of Financial Advice
Plan your future
Creating a financial plan helps you see the big picture and set long and short-term life goals.
Peace of mind
You can rest assured, knowing your finances are in control and our regular reviews will keep you on track.
We understand how complex financial products work and how these products may be able to benefit you.
We’ll keep you updated on industry changes and how these may affect you.
We will provide you with a range of solutions tailored to your individual circumstances.
''Superb! Even working with us on evenings and weekends when required. Our case was rather complicated but was still dealt with swiftly and successfully. Many thanks to Luke Powell for a great service. Highly recommended.''
Mr T Elwell
Frequently asked questions
Are you whole of market advisers?
Yes, we are whole of market Advisers, meaning we are not restricted to using certain providers. We access the whole marketplace to ensure we find the best suited products from the industry leading providers to provide you with a bespoke service. Unlike restricted advisers, our advice is unbiased, meaning you can rest assured knowing we have your best interest at heart.
Are you regulated?
Yes, we are fully regulated by the Financial Conduct Authority (FCA), meaning you are in safe hands.
Is my initial consultation free?
Yes, we offer a free no obligation initial consultation service to establish whether you require our services. This enables us to sit down with you and assess your financial affairs, get to know eachother and see exactly how we can help you. During this consultation, we will outline any associated fees should you require further services.
Is my money safe?
All of our providers are regulated by the Financial Conduct Authority and your money is protected under the Financial Services Compensation Scheme (FSCS).
Will I be tied into a contract with you?
No, we don’t ask any of our clients to commit to any contracts. We strive to deliver excellent customer service and build long term relationships with our clients. However, should you wish to leave, you are free to do so.
Book your free initial consultation today
Speak with one of our Advisers today, and see how we can help you make the most of your financial planning needs.
07753 761 296