3A Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG

FCA Number: 604355
Total No. Advisers: 4
No. Offices: 1
Locations: Oldbury

Financial Advisers

David Huntbatch

Location: Oldbury

Telephone: 0121 233 0611

Highly qualified Financial Planner advising private and corporate clients. Specialises in Inheritance Tax Planning, Retirement Planning and Corporate Financial Planning. Has superb technical knowledge and communicates to clients in plain English.

Sarah Seeley

Location: Oldbury

Telephone: 0121 233 0611

Chartered Financial Planner with over 18 years experience working with business owners and private clients to provide pension, investment and protection solutions. Takes time to explain and educate clients on all areas of financial advice.