Business Details
Your Trusted Financial Partner in Sutton Coldfield
Sirius Financial Planning is an independent financial advisory firm authorised and regulated by the Financial Conduct Authority. With over 30 years of combined experience, our directors Robert McAneny and David Atkins specialise in providing impartial, jargon-free advice tailored to individual client needs. We prioritise long-term client relationships built on trust and transparency, offering a free initial consultation to demonstrate the value of professional financial planning. Our expertise spans pensions, savings, investments, and protection strategies, with a focus on simplifying complex financial concepts.We serve clients across Sutton Coldfield, Atherstone, and surrounding areas, maintaining a client-centric approach that has earned us numerous personal recommendations and longstanding relationships. Our commitment to clear communication ensures clients feel confident in their financial decisions, supported by our in-depth knowledge of tax-efficient solutions and regulatory compliance. We regularly review investment strategies to align with changing personal circumstances and market conditions, helping clients achieve their financial objectives with confidence.
Services
Pensions
Savings
Investments
Protection
Financial Planning
Independent Advice
Highlights and features
- We offer 30+ years of combined experience in financial services
- Our FCA-authorised advisors provide impartial, jargon-free guidance
- Free initial consultation to explore your financial requirements
- Personalised approach focusing on long-term client relationships
- Specialists in navigating complex pension and investment regulations
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
Trust and transparency
Longstanding client relationships
Clear communication
Professional expertise
Services
Pensions
We specialise in comprehensive pension advice, helping clients navigate state, occupational, and personal pension options. Our experts explain complex tax regulations and investment choices, ensuring your retirement savings align with your risk profile and financial goals. With recent changes to inheritance tax rules affecting pension planning from 2027, we provide timely guidance to maximise your retirement income while minimising tax liabilities.
Savings and Investments
Our investment strategies balance risk and return to help clients grow their wealth over time. We explain different investment vehicles and market risks while creating diversified portfolios tailored to individual financial objectives. We emphasize the importance of establishing emergency savings before investing, ensuring clients maintain financial stability while pursuing long-term growth through carefully selected investment products.
Protection
We help clients safeguard their financial future through appropriate protection strategies. Our advice covers life insurance, income protection, and business protection solutions designed to maintain your family's standard of living during difficult times. We assess individual circumstances to recommend cost-effective policies that provide peace of mind against unexpected events while complementing overall financial plans.
Financial Planning
Our holistic financial planning service integrates all aspects of personal finance to create comprehensive strategies. We work with clients to establish clear financial goals, develop practical plans, and implement solutions that evolve with changing life circumstances. This includes cash flow analysis, tax planning, and regular portfolio reviews to ensure ongoing alignment with clients' objectives and market conditions.
Independent Advice
As independent financial advisers, we offer unbiased recommendations across the whole market. Our FCA-authorised status ensures we maintain the highest professional standards while providing objective advice tailored to individual needs. We explain complex financial products in simple terms, helping clients make informed decisions without being tied to specific providers or investment products.
People
Robert McAneny
Director
With over 30 years' experience in financial services, Robert specialises in pensions and investment strategies. He provides clear, jargon-free advice to help clients achieve their financial goals while maintaining a strong focus on client relationships and regulatory compliance.
David Atkins
Director
David brings extensive financial planning expertise, focusing on long-term wealth management solutions. His client-centred approach combines technical knowledge with practical advice, helping individuals and businesses navigate complex financial decisions with confidence.
Questions
What financial services do you specialise in?
We specialise in pensions, savings, investments, and protection strategies, providing comprehensive financial planning solutions tailored to individual client needs.
Are your initial consultations free?
Yes, we offer a free, no-obligation initial consultation to help you understand the benefits of professional financial advice before making any commitments.
How do you charge for your services?
Our charging structure varies depending on the service, with options including hourly rates, fixed fees, or commission-based arrangements, all clearly explained upfront.
What areas do you cover?
We primarily serve clients in Sutton Coldfield, Atherstone, and surrounding areas, with experience supporting clients across the UK through remote consultations.
How do you stay updated with financial regulations?
As FCA-authorised advisors, we maintain professional development requirements and regularly review regulatory changes to ensure our advice remains compliant and current.
Can you help with pension transfers?
Yes, we provide specialist advice on pension transfers, including assessing benefits, tax implications, and ensuring transfers align with your long-term financial objectives.
