Financial Adviser Sutton Coldfield

With offices on the outskirts of the town we are ideally placed to give a range of local financial advice in Sutton Coldfield to the businesses and the people who live and work in the area.

We are a well-known and well-established award winning firm providing a holistic range of financial advice. We have a great reputation and have won the local Business Networking Awards Professional Business of the Year in 2014 and finalists in 2016. This is especially important to us as we were nominated and voted for by our clients and peers who are in the Sutton Coldfield area.

Our financial advisers in Sutton Coldfield adhere to our customer promise which reflects the ethos of our business and the way we work with our clients:

  • We promise to always treat our customers with respect and empathy, as we would expect to be treated by others
  • We promise to never take advantage of our customers and all our advice will be in what we believe is in the best interests of our customers
  • We promise to always be transparent, open and honest. We will use plain language to explain our recommendations, commission or fees

We have stylish modern offices situated near Sutton Coldfield, with our own free parking. Our clients can meet us here or at their home or place or work.

Why Choosing A Sutton Coldfield Financial Adviser Makes Sense

Our Financial Advisers who serve Sutton Coldfield clients live in the town or close by. The financial services sector still requires a great deal of original signatures on documents so by using a local firm we can easily call and see you to get documents signed as we are never far away from you in Sutton Coldfield.

Also, receiving financial advice can involve making serious decisions about your financial future. So, we believe it is much better to really get to know your Financial Adviser and see them face to face. Not all financial services decisions are straight-forward and having the opportunity to talk matters through in person with your Sutton Coldfield Financial Adviser can help clarify all the options open to you.

Your Sutton Coldfield Financial Adviser

All of our Financial Advisers are qualified to give appropriate advice. Some of our Advisers specialise in mortgage and financial protection, others are qualified to give a full and comprehensive range of advice. All our Advisers are qualified or working towards their specialist Long Term Care Advice qualification – no adviser is allowed to give advice on this unless they are qualified. You also have access to not only Financial Advisers in Sutton Coldfield but through our practice our clients have access to a Chartered Financial Planner and Fellow of the Personal Finance Society – so you don’t get much more qualified than that!

What Your Sutton Coldfield Financial Adviser Offers

Your Sutton Coldfield Financial Adviser provides a complete range of financial planning advice and financial services including:

  • Investments and Savings
  • Pensions Advice
  • Financial Protection
  • Mortgages
  • Estate Planning
  • Long Term Care Planning
  • Private Medical Insurance
  • Corporate Services for businesses, their owners and directors

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Estate Planning is not regulated by the Financial Conduct Authority.

Put A Date In The Diary With Your Financial Adviser in Sutton Coldfield

Your initial meeting with one of our Sutton Coldfield Financial Advisers is at our cost. All you need to do to make an appointment is call our Client Liaison Team on 0121 323 2070 or drop them an email We will take a few important details and make an appointment for you with one of our Sutton Coldfield Financial Advisers.

We look forward to hearing from you.