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Independent Financial Advisors in Warwickshire
Formed in 2009, we are independent financial advisors and planners in Stratford upon Avon, providing high quality advice combined with a friendly, approachable style and a highly personalised service.
Many of our clients are based locally although we cover much of the UK and do not restrict our services to any specific region. We work with both private clients and businesses and our client base extends into the surrounding counties including Oxfordshire, Worcestershire, Leicestershire and Northamptonshire as well as further afield into London and the Home Counties.
Services include pensions advice, consolidation of existing pensions, savings and investments advice, business protection, personal insurances, advice on mortgages, pre- and post- retirement planning and estate planning.
Auto Enrolment and Employee Benefits
As well as arranging competitive employee benefit packages for companies and advising on specialist executive packages, we have developed an area of expertise in Auto Enrolment. We are helping our clients to understand their new obligations, implement the necessary changes and put in place efficient processes to manage the ongoing requirements.
Having notched up almost 40 years experience between us and with client relationships spanning 20 years or more, we are not your average firm. The long standing client relationships we have built up are testament to our ethics and service and if we don’t think we can add any value to your situation we will be honest with you from the outset.