Business Details
Your Trusted Partner for Financial Planning Solutions
We are a dedicated team of financial professionals committed to delivering personalized, high-quality financial planning services. Our approach is centered on understanding clients' unique needs and aspirations, providing tailored advice across retirement planning, investments, estate management, and later life care. With a focus on continuous professional development and the use of advanced financial tools, we ensure our clients receive informed, forward-thinking guidance.Our team's expertise, including Chartered Financial Planners and STEP-qualified practitioners, enables us to offer comprehensive solutions that address both immediate and long-term financial goals. We prioritize transparency, trust, and client empowerment, offering a no-obligation exploratory meeting to establish how we can best support each individual's financial journey.
Services
Retirement Planning
Investment Management
Estate Planning
Later Life Care Planning
Pension Advice
Tax-Efficient Strategies
Trust Services
Cashflow Modelling
Financial Reviews
Legacy Planning
Highlights and features
- We offer personalized financial planning tailored to your unique needs.
- Our team includes Chartered Financial Planners with specialist retirement qualifications.
- We provide holistic advice covering pensions, investments, and estate planning.
- Our commitment to continuous professional development ensures up-to-date expertise.
- We offer a free, no-obligation exploratory meeting.
Associations and certifications
- Financial Conduct Authority
- Society of Trust and Estate Practitioners (STEP)
What people say
Award winning
Personalised service
Expert financial guidance
Long-term relationships
Trusted advisors
Services
Retirement Planning
Our Retirement Planning service helps clients secure their financial future by creating tailored strategies that address income needs, tax efficiency, and legacy goals. We analyze existing arrangements, market conditions, and personal aspirations to develop sustainable plans. Our approach ensures clients maintain financial independence while mitigating risks associated with longevity and market volatility.
Estate Planning
Estate Planning focuses on protecting assets and minimizing inheritance tax through strategic use of trusts, wills, and gifting strategies. Our STEP-qualified practitioners provide expert advice to ensure wealth transfers align with clients' wishes while complying with legal requirements. We emphasize simplicity and tax efficiency in structuring intergenerational wealth transfers.
Investment Management
Investment Management combines active fund management with index tracking to create diversified portfolios aligned with clients' risk profiles. We prioritize tax efficiency, cost-effectiveness, and regular rebalancing to maintain optimal asset allocation. Our partnership with Brooks Macdonald enhances our ability to deliver competitive investment solutions tailored to individual financial objectives.
Later Life Planning
Later Life Planning addresses care funding requirements through comprehensive analysis of NHS/authority support eligibility and self-funding strategies. We guide clients through complex care fee structures, helping them navigate financial implications while maintaining quality of life. Our advice considers both immediate care needs and long-term financial sustainability.
Cashflow Modelling
Cashflow Modelling provides clients with visual projections of their financial position across different scenarios. By simulating income, expenditure, and investment performance, we help clients make informed decisions about retirement timing, risk management, and major life events. This service forms the foundation for evidence-based financial planning.
People
Robin Melley
Chartered Financial Planner
Robin specializes in retirement planning, combining technical expertise with personalized advice to help clients achieve financial security. His approach emphasizes long-term relationship building and holistic financial strategies.
Gary Matthews
Chartered Financial Planner
Gary provides expert financial guidance with a focus on pension transfers and investment management. His client-centric approach ensures tailored solutions that address both immediate needs and future aspirations.
Andrew Mason
Non-Executive Director
Andrew contributes strategic oversight and industry expertise, ensuring the firm maintains high standards of professional excellence and client service delivery.
James Wilkes
Director
James leads operational initiatives while maintaining client relationships, combining management expertise with hands-on financial advisory experience to drive service quality improvements.
Billy-Patrick Conkie
Financial Planner
Billy-Patrick offers comprehensive financial planning services, focusing on helping clients navigate complex retirement and investment decisions with clarity and confidence.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, estate planning, later life care advice, and cashflow modelling tailored to individual client needs.
Are your financial advisers qualified?
Our team includes Chartered Financial Planners and a STEP-registered Trust and Estate Practitioner with specialist retirement and pensions qualifications.
How do you charge for your services?
We offer a free initial exploratory meeting. Our fees are transparent and discussed upfront, with options for both one-off reviews and ongoing advice.
Can you help with pension transfers?
Yes, we provide specialist advice on pension consolidation and transfers, ensuring compliance with regulatory requirements and alignment with overall financial plans.
Do you work with clients outside Shropshire?
While based in Shropshire, we serve clients nationwide through remote consultations and maintain our personalized service approach regardless of location.
How do you ensure ongoing service quality?
We commit to continuous professional development and regular client reviews, ensuring our advice remains current and aligned with evolving client circumstances.
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