We are Chartered financial planners in Harborne
Adrian and Philip are Chartered Financial Planners and Chartered Wealth Managers based in Edgbaston, Birmingham and work with clients in Harborne and throughout the UK.
Being financial planners means we focus our efforts on building a financial strategy to achieve your objectives and aspirations.
We won’t spend undue time focusing on products or whether fund A is better than fund B. We know that is irrelevant. What’s not is showing our clients what they need to do to get the life they want and then keep it forever.
Who we work with
Most of our clients are business owners, entrepreneurs or senior executives. We have successfully advised many people just like you across Harborne.
Our clients have busy lives, accept the limits of their financial knowledge and are happy to delegate the management of their finances to professionals. Our careful planning applies universally to everyone.
Business owners and entrepreneurs in Harborne
As business owners ourselves (and with our own families to think about, too), we know the opportunities you need to take advantage of and the threats you need to avoid.
If you are based in or around Harborne and worried about your money and investments, phone us to book a meeting and watch the two short videos on the ‘Our costs’ page to see how we address this.
Senior executives in Harborne
You have worked for decades building your career. At some point, you may want to step back, perhaps realise your share options, take on a non-exec role, or just retire.
You will want to know if you’re on course for your chosen strategy and work out what your ‘number’ is. Working with senior professionals in Harborne, we can help you with all of this. Watch the videos on this page and think about how they can relate to you.
Contact
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.