The Birmingham Office was established in 1995 and many of the team have worked together for much longer. Our experience and expertise, together with our commitment to the highest levels of client service, provide the foundations for a progressive approach to bespoke wealth management. We take time to understand each of our clients’ objectives – and offer exceptional personal attention to help them achieve their long-term goals.
We have dedicated teams who manage a full range of wealth management services on behalf of individual clients, charities, clients of independent financial advisers, trustees and pension funds. In addition, we are supported by a full range of financial planning, investment and administrative services. Our investment management skills can complement your tax-efficient needs in areas such as ISAs, pensions and inheritance tax planning – all of which helps to provide an enhanced investment service to achieve the most effective outcome for our clients.