If you would like to discuss your own personal circumstances and how we might be able to help then please call our offices on 0800 6342 111 or complete the form below. We will always make sure you are only advised by one of our regulated independent financial advisers.
Any initial meeting is offered free of charge after which, any further consultation, advice and arrangement of financial affairs is charged as per our Client Agreement and is only carried out with your written consent.
We have offices are located in Coventry, West Midlands and Leamington Spa, Warwickshire where we are happy to arrange a convenient time for you to meet one of our expert independent financial advisers. Alternatively, we can arrange for a home or nursing home visit where appropriate.
We treat the majority of our new and existing clients as Retail Investors rather than Professional Investors which means we have an extra duty of care to fully explain our advice and recommendations to you in clear English and all of our discussions with you are always treated in the strictest of confidence.
As part of your own due diligence you should always check that any advice firm you are speaking to regarding care fees planning is registered with the Financial Conduct Authority (FCA) on their register which can be found here. Our FCA registration number is 150427.
Thank you for visiting our website and we look forward to hearing from you.
