Who We Are
We are a leading financial advice firm, based in Halesowen, managing investment an pension assets.
We advise family businesses, private families and individuals on their retirement and estate planning.
Who are you?
You’ll probably be approaching retirement with over £50,000 in pension assets and require advice on drawing down your pensions to provide tax free cash and income.
You may need advice on your estate planning, trusts and inheritance tax mitigation.
The First Meeting
The first meeting is at our cost and without any obligation.
You can come to our offices in Halesowen, after the first meeting, we produce a short plan which indicates the main areas of advice we can help you with and the fee’s that we would charge.
What about fee’s?
We charge a fixed fee for the financial planning element, this would include a short to medium term plan and a cashflow to your goal retirement age.
On average this costs £1,295.00.
The fixed fee minimum is £495.00.
We charge 0.75% of the assets we mange for you for on-going financial planning.