WHAT WE DO...
We are independent financial advisers based in Wall Heath, Kingswinford and offer a variety of financial planning services for people across the West Midlands including
WE SCORE HIGHLY WITH OUR CLIENTS
Our average client satisfaction score out of 10
WHAT THEY SAY...
What are our clients saying about us?
I had a private pension not working for me and an old works pension that was frozen. Tim put them both together and got them working for me. It is working well, just wish I met Tim 20 years ago. He is doing a great job. Tim has been my adviser for 4 years and my pension has increased by almost 50%. Thanks Tim.Janice P, Birmingham, Client Since September 2013
I’ve known Tim for many years and have always found him to be of excellent character and extremely knowledgeable about his profession. Tim has recently advised me on my pension fund and has done so in a timely and professional manner, has kept me up to date throughout the process and I feel I can contact him directly at anytime with any questions I may have. I am 100% happy with the service received.David C, Lower Gornal, Client Since July 2013
Due to a combination of receiving inheritance and having retiring with a lump sum ‘pay out’, we found it necessary to seek professional financial advice as to the best course of action to move forward and plan for future affairs. From our initial meeting with Tim, his enthusiasm, professionalism and genuine interest in our affairs far exceeded our expectations. From that day onwards things have definately proved to us that this was the right decision. Tim clearly explained all options available to us throughout every stage of our consultations. From our experience, Tim obviously has the ability to listen to peoples’ needs and tailor his advice accordingly. All of his advice has proved invaluable and our financial future is certainly more structured.Mark S, Wolverhampton, Client Since February 2015
Tim is an excellent financial advisor. His advice has helped my investments far outperform my expectations. Today we had our first meeting over an instant messaging social media application, this has to be the way forward as it’s a flexible approach to conducting meetings. Well done Tim 👍Leon J, Solihull, Client Since February 2015
Met this very clever man who made me look at life differently. Creating a future not just living for today. Meeting up with Tim makes you open your eyes. He manages my pension and cares about your dreams to make them a reality.Wyonnie E, Tamworth, Client Since May 2018
Here are 3 reasons why people choose to work with us and are happy recommending our services to their friends, colleagues and family members.
WE MAKE THE COMPLEX SIMPLE
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