Helen Blackburn talks about Wealth Management

Expert advice on pensions & investments over £500,000

If you have over £500,000 in pensions or investments, need expert financial advice and fund management to last a lifetime, you’re in the right place.

So I can get you the right information, please select from the options below. It will help you decide whether we’re the right advisers for you.

You can find out more about me and my company on our service tab. We have dozens of reviews on vouchedfor where you can see what our clients think.

If you’re ready to talk right now, call us on 0121 355 4455 or simply click on the button below to make an appointment by email.

I’m pleased you’ve found us and look forward to speaking with you soon.

Helen Blackburn, BA(Hons) DipFA MLIBF AwPETR

Managing Director

What are you looking to do with your money?

Pension Transfer

This may be a Final Salary or Defined Benefit scheme

Invest a lump sum

Invest a settlement, inheritance or asset sale

Sort out pensions

Use pension freedoms to invest or draw income

Money back guarantee

12 months to meet your expectations
Our fees refunded if you leave us in a year
(excluding fund & provider fees)

 

Our Service

The second most visited page on our website last year, after our home page, was our team page.

People like to know whom they’re dealing with and if they’ve got the right credentials.

I’m sure you’ll be no different, so take a peek through to our service page.

You’ll find all about our team, our fees, and of course, the service you can expect from us.

 

Ready to get in touch?

Click the button to email us,
and we’ll fix a time to talk.
Discover how we can help.