Contact us

If you have pensions or other investments over £500,000 and you don’t relish the thought of managing them yourself, please get in touch.

We have a proven investment and performance review process. Quite simply, it has enabled our clients to get on with their lives knowing we have their best interests at heart.

What’s more, it costs absolutely nothing to come and chat with our team. We’ll spend as much time as you need to see if we are the right advisers for you.

And you really don’t have anything to lose with our simple guarantee – if you become a client, we don’t meet your expectations and you leave within a year, then we’ll refund you all the fees paid to us.

In case you’re wondering, no, we have never been asked for a refund. Our guarantee stands in case you are the first. Call us on 0121-355-4455 or click on the button below to email us.

How to find us

Location: 12A Duke Street, Sutton Coldfield, West Midlands, B72 1RJ.
We are on the first and second floors in the building next to the Duke Inn.

Car parking: is directly opposite our office, on a pay and display car park.
Duke Street is one-way and needs to be approached from Holland Road.

Nearest railway station: Sutton Coldfield on the cross-city line from Birmingham New Street.

Driving Directions: 4 miles from the M6 Spaghetti Junction, following the A5127, Birmingham to Lichfield Road.
10 miles from Lichfield, following the A5127 Lichfield to Birmingham Road.

At the junction of the Empire Cinema please turn into Holland Road and take the second left into Duke Street.

The car park is about a quarter of a mile up on the right hand side, opposite the Duke Inn.

Sat Nav postcode: Duke Street, Sutton Coldfield B72 1RJ – you will arrive at the pay and display car park opposite the Duke Inn and our offices.

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.