Business Details
Your Trusted Financial Advisers in Wolverhampton
We are Independent Financial Advisers offering unbiased advice across the entire marketplace. Our approach centres on understanding individual client needs through a free initial consultation at your home or business. Based in Wolverhampton but serving clients nationwide, we prioritise transparency and professionalism in all financial matters. With decades of combined experience, our directors hold advanced qualifications including DipFA, MIFS and specialist taxation accreditations.We operate under strict FCA regulations to ensure recommendations align precisely with client risk profiles and financial objectives. Our independence allows unrestricted access to diverse investment products while maintaining client-focused service delivery through face-to-face meetings, postal correspondence or digital communication channels.
Services
Savings & Investments
Pension Planning
Estate Planning
Corporate Services
Tax Planning
Highlights and features
- We offer independent financial advice regulated by the FCA
- Our directors hold advanced financial planning qualifications
- We provide nationwide service with local Wolverhampton knowledge
- We combine 25+ years' experience with modern digital capabilities
- We maintain transparent fee structures with no hidden costs
Associations and certifications
- Financial Conduct Authority
What people say
Impartial sound advice
Professional manner
Genuine integrity
Knowledgeable specialists
Prompt assistance
Services
Savings & Investments
We optimise savings strategies by reviewing existing portfolios and identifying tax-efficient opportunities. Our specialists help clients understand investment performance while ensuring compliance with current regulations. With access to the full marketplace, we create tailored solutions that align with individual risk profiles and long-term financial goals.
Pension Planning
Our pension specialists navigate post-2015 freedoms to develop retirement strategies that prevent under-funding or over-funding. We consolidate multiple pensions and create withdrawal plans that maximise income while minimising tax liabilities. Regular reviews ensure ongoing alignment with changing personal circumstances.
Estate Planning
We develop inheritance tax mitigation strategies while coordinating with solicitors and accountants. Our approach preserves wealth across generations through trust structures and strategic asset distribution. We ensure compliance with current legislation while respecting clients' legacy intentions.
Corporate Services
We advise company directors on retirement income strategies and share option agreements. Our services include trustee planning and corporate investment strategies that align with business objectives. We provide protection solutions that safeguard business continuity and owner interests.
People
Julian Strutt
Director
Director with 25+ years' experience in financial services. Holds B.Sc Hons, DipFA, MIFS qualifications and specialist taxation accreditation. Focuses on creating tailored investment solutions for private clients.
Rhian Simpson
Director
Director bringing NHS management experience to financial planning. Qualified with two B.Sc Hons degrees and DipFA accreditation. Specialises in helping clients achieve balanced investment portfolios aligned with personal objectives.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, estate planning and corporate financial advice. Our independent status allows access to the full marketplace for tailored solutions.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 624680.
Do you offer nationwide services?
While based in Wolverhampton, we provide financial advisory services to clients throughout the United Kingdom.
How are your advisory fees structured?
We operate transparent fee structures with no hidden costs. Specific arrangements are discussed during your free initial consultation.
What qualifications do your advisers hold?
Our directors hold advanced qualifications including DipFA, MIFS and specialist taxation accreditations. We maintain ongoing professional development.
