Here to help you

Whether you need personal advice or advice as a business owner, we are dedicated to working with you. We understand life’s financial challenges and are here to help; from the simple to the complex, we provide independent advice on all financial planning and investment matters, offering a highly personalised service.

While we are focussed on providing financial advice and wealth management across Lichfield and the West Midlands we also offer our advice to clients across the UK.


“…Their quality of work has been outstanding and their attention to detail is first class…..”

 Operations Director at Pension Works

“Kris displays honesty, integrity and always provides high levels of service. His attention to detail and quality of advice is outstanding and he has a strong desire to develop the long-term relationships that matter between an adviser and client.”

Anonymous, South of England

“Kris’s extensive knowledge of the pensions landscape, experience of working with senior people from a range of backgrounds, attention to detail and a patient approach to those not as familiar with pension regulations and jargon as himself,  gave me confidence in the decisions I had to make.”

Professor & Senior University Manager, South East England

Want to know more?

To find out more or to arrange a meeting with us please click below.