0121 270 7342

Who We Work With

We work with business professionals and individual clients

The majority of our clients are business owners, professionals and individuals, both pre and post retirement, who are looking for professional assistance to help them plan and secure their future.

We look to develop a long term relationship with our clients where we act as a trusted adviser to them and their family.

We will conduct an initial consultation with each client where we will ask them to consider several personal financial factors that include:

Pre retirement clients

  • Knowing how much is going to be enough for your retirement and the future lifestyle you aspire to - what our American cousins call “the number”
  • Although many clients dislike the rules and restrictions of pensions you want expert help to make the system work for you and maximise your retirement funds.
  • You want to minimise the effects of taxation
  • You want to plan how best to exit your business
  • You may need help with any number of family issues that arise, from assisting with education costs for children and grandchildren to care home fees advice for parents.

Retired clients

  • Producing enough income to meet the costs of your lifestyle, many of our clients use their retirement to catch up on the travel and hobbies they missed out on whilst working and need the income to really enjoy their retirement.
  • You want to preserve the capital you have worked hard to build.
  • You want to minimise the effects of taxation
  • You want expert help to make pension regulations work for you - maximising income and death benefits.
  • You need help with any number of family issues that arise from assisting with education costs for children and grandchildren to care home fees advice for parents.

Following this consultation we will provide a bespoke report for each client that takes into account their own individual requirements. These requirements are assessed on a regular basis as the client relationship progresses and adjusted as necessary. (See Financial Planning Process)