"Wealth is not his that has it, but his that enjoys it"
"Wealth consists not in having great possessions, but in having few wants"
"Time is the most valuable thing a man can spend"
- Laertius Diogenes
"The glow of one warm thought is to be worth than money."
"I don't care too much for money for money can't buy me love"
- The Beatles
"Simple, genuine goodness is the best capital to found the business of this life upon. It lasts when fame and money fail, and it is the only riches we can take out this world with us."
-Louisa May Alcott, Little Men
"And though I have the gift of prophecy, and understand all mysteries, and all knowledge, and though I have all faith, so that I could remove mountains, and have not charity, I am nothing."
"Not he who has much is rich but he who gives much"
"Life is what happens to you while you are busy making other plans"
"I pity that man who wants a coat so cheap that the man or woman who produces the cloth shall starve in the process"
Why not get in touch and see if we can help?
Choosing the right financial planner is a very important choice. You are looking for a long term relationship that will endure for years to come. So you ask:
Can they give you what you need?
Do they provide good service?
Do you trust them to put you first?
This website has tried to give you a flavour of what we do and how we work but until you get the taste and feel of what we do how can you know? Why not get in touch and arrange a preliminary telephone conversation. Then if you like the sound of what we say go to the next level and arrange a meeting to see if you like the look of us.
We try to make it easy for clients to get in touch and we have a 24 hour 7 day a week live reception service on 0121 554 4444. An adviser may not be available to take your call at 3 a.m. but your message will be sent by email for us to pick up first thing in the morning.
If you would like to arrange a meeting straight away, please get in touch to arrange a mutually convenient time. We have to ask you to arrange a time beforehand because we do not have the capacity to take callers without an appointment but we can usually fit you in quite quickly if your meeting is urgent.