8th Floor , 2 Snowhill, Queensway, Birmingham, B4 6GA

FCA Number:
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham

Financial Advisers

Victoria Jones

Location: Birmingham

Telephone: 0121 752 8140

Chartered Financial Planner and Pension transfer specialist advising on defined benefit transfers, Pensions & Retirement planning, Inheritance tax ΓÇô Estate Planning, Trusts and Investments. STEP qualified (Society of Trust & Estate Practitioners).

Julie Cattell

Location: Birmingham

Telephone: 0121 752 8140

Specialist in later life planning for families, elderly clients and individuals with care need, was SOLLA accredited, the gold standard accreditation for providing advice to later-life clients. Advises on pensions, investments and inheritance tax planning

Mark Grainger

Location: Birmingham

Telephone: 0121 752 8140

Mark has been a financial planner since 1993. He prides himself on being able to explain how financial plans and investments work in plain English. Mark advises business owners and professionals on all aspects of financial planning.