Independent Financial Planners in Halesowen
We are a specialist advice firm focused on preserving, protecting and devolving family wealth.
Here to help with your financial & estate planning needs.
Our adviser Richard Bishop has over 20 years experience in financial services, he’s recognized as a leading financial adviser in the industry. He’s a regular columnist for many of the leading financial publications including the Financial Times. He has lectured in financial planning at Coventry & Wolverhampton University.
Richard is an Affiliate member of STEP, the world’s leading organisation for advisers who focus on family inheritance and succession planning. He is also a member of the London Institute of Banking & Finance and holds many advanced qualifications in both financial planning, trusts & taxation.
Helping you achieve your financial goals
Call 0121 421 7144 or email firstname.lastname@example.org to arrange a free consultation