We are a firm of Independent Financial Advisers (IFAs) specialising in retirement and investment planning advice. Based in the village of Wall Heath, Kingswinford, we help people across Dudley and the wider West Midlands plan for a successful retirement.
Our job is to understand your retirement goals and to advise you on your journey to achieving them. We do our best work with three categories of people:
1. Focused on retirement
You are probably in your 40’s or 50’s and serious about planning for retirement on your terms. You need advice on how best to achieve your desired level of income and funds at retirement.
2. Getting your pensions back on track
You have lots of different pension plans and have lost track of them. You want to get your retirement plans in order and are likely to benefit from our Pension Review service.
3. Ready to retire
You are ready to take your pension income and/or access some tax free cash from your pension pot. You need help understanding all of the options available and advice on the most suitable for your situation.