Business Details
8 Years
experience
Expert Financial Advisers in Wolverhampton
Established in 2018, we are a Wolverhampton-based financial advisory firm specialising in investments, pensions, and tax planning for individuals and businesses. Our team of qualified professionals delivers tailored solutions to help clients achieve their financial goals through comprehensive financial planning, estate planning, and protection strategies. With a focus on transparency and client-centric service, we operate nationwide across the UK while maintaining strong local roots. Our expertise extends to workplace pensions, employee benefits, and corporate financial solutions, supported by our regulatory compliance with the Financial Conduct Authority.We prioritise clear communication, cultural sensitivity, and practical financial guidance, as demonstrated through our successful support of clients with diverse needs including non-English speakers. Our commitment to excellence is reflected in our clients' testimonials praising our professionalism, timely delivery, and ability to simplify complex financial matters.
Services
Financial Planning
Tax Planning
Pensions Advice
Investment Management
Estate Planning
Business Protection
Employee Benefits
Workplace Pensions
Group Risk Solutions
Protection Services
Details
- Year established: 2018
Highlights and features
- We offer nationwide financial advisory services across the UK
- Our team includes FCA-regulated and DipPFS-qualified professionals
- We provide culturally sensitive financial solutions for diverse clients
- We combine 20+ years of individual expertise with modern financial strategies
- We maintain transparent communication throughout the advisory process
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Extremely professional
Kept us up to date
Knowledgeable and patient
Professional and efficient company
Truly want to help
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual and corporate client needs. Our approach combines investment management with tax-efficient planning to optimise wealth growth and preservation. With FCA-regulated expertise, we help clients navigate complex financial decisions while maintaining compliance with current regulations.
Tax Planning
Our specialist tax planning services identify legitimate opportunities to reduce tax liabilities through strategic financial arrangements. We focus on long-term tax efficiency while ensuring full compliance with HMRC requirements, helping clients retain more of their hard-earned wealth through legitimate tax mitigation strategies.
Pensions Advice
We provide expert guidance on pension arrangements including workplace pensions and self-invested personal pensions (SIPPs). Our advisers help clients maximise retirement income through strategic pension consolidation, contribution planning, and drawdown strategies tailored to individual circumstances and future aspirations.
Investment Management
Our investment solutions focus on achieving clients' financial objectives through diversified portfolio strategies. We assess risk tolerance and investment goals to create tailored portfolios that balance growth potential with capital protection, regularly reviewing performance against market benchmarks.
Business Protection
We help businesses safeguard against financial risks through tailored protection solutions. Our services include key person insurance, shareholder protection, and group risk benefits that ensure business continuity during unexpected events while protecting company assets and employee welfare.
People
Andrew Weaver
Managing Director
Qualified financial adviser with specialist expertise in investments and pensions. Leads operational management while delivering strategic financial solutions to high-net-worth individuals and corporate clients across the UK.
Lee Fellows
Financial Advisor
Experienced adviser since 2007 offering comprehensive financial planning solutions. Specialises in pension transfers, inheritance tax mitigation, and personal insurance strategies for individuals and businesses.
Will Smith
Senior Account Executive
Senior administrator supporting client relationships with technical expertise. Focuses on ensuring smooth implementation of financial solutions while maintaining high service standards for all client interactions.
Alison Morales Ojeda
Independent Financial Adviser
Over 20 years' experience in financial services. Specialises in creating tailored investment and tax planning solutions for business owners and professionals seeking to optimise their financial future.
Jan Hampton
Account Executive
32-year financial services veteran with extensive administrative expertise. Focuses on client communication and documentation accuracy, ensuring seamless support for advisers and clients.
Questions
What financial services do you specialise in?
We specialise in financial planning, tax planning, pensions advice, investment management, and business protection solutions for both personal and corporate clients.
Are you regulated by any financial authority?
Yes, we operate as an appointed representative of Lyncombe Consultants Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).
Do you offer services outside Wolverhampton?
We provide financial advisory services nationwide across the UK, with particular expertise in supporting clients with cross-regional and international financial needs.
How do you approach client financial planning?
We take a tailored approach, starting with comprehensive needs analysis before developing customised strategies that align with each client's specific financial goals and circumstances.
Can you help with corporate financial solutions?
Yes, we offer workplace pensions, employee benefits, and business protection solutions tailored to meet the specific needs of companies and their workforce.
How are complaints handled?
We have a formal complaints procedure and will acknowledge receipt within three working days. Unresolved issues can be referred to the Financial Ombudsman Service for independent review.
