Business Details
35 Years
experience
Trusted Financial Advisers in Coventry
Established in 1991, our firm combines the expertise of a large organisation with the personalised service of a local company. We specialise in NHS pensions advice and expert witness court reports, regulated by the Financial Conduct Authority. Our national presence spans London, the Midlands, North West, Scotland, and Derby, supported by a technical research team ensuring robust financial planning solutions.Led by Managing Director Louise Claro, a court-recognised expert witness and BBC contributor, we prioritise compliance, transparency, and client-focused advice. With over three decades of experience, we deliver independent financial guidance tailored to both individual and corporate clients across the UK.
Services
NHS Pensions
Expert Witness Court Reports
Financial Planning
Wealth Management
Details
- Year established: 1991
Highlights and features
- Recognised expert witness in high-profile cases
- Regular BBC contributors for financial affairs
- National presence with localised service delivery
- Technical research team supporting complex planning
- Regulated by Financial Conduct Authority (FCA)
Associations and certifications
- Financial Conduct Authority (FCA)
Services
NHS Pensions
Specialist guidance for NHS employees on pension entitlements and optimisation strategies. Our FCA-regulated advisers provide tailored solutions considering career length, salary bands, and retirement goals. We ensure compliance with evolving pension schemes while maximising client benefits.
Expert Witness
Court-compliant financial reports prepared in accordance with CPR Part 35. Our certified experts deliver impartial analysis for legal proceedings, specialising in high-profile cases requiring technical precision and adherence to judicial standards.
Wealth Management
Comprehensive strategies for preserving and growing client wealth. Our FCA-regulated services include investment portfolio management, tax-efficient planning, and intergenerational wealth transfer solutions tailored to individual circumstances.
People
Louise Claro
Managing Director
Recognised financial expert and court-appointed witness with regular BBC media appearances. Oversees compliance and regulatory reporting while leading our national advisory team to deliver specialist financial solutions.
Questions
What specialist services do you offer?
We specialise in NHS pension advice and expert witness court reports under CPR Part 35, alongside comprehensive financial and wealth management services.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference number 148759.
Where are your offices located?
We operate from London, Coventry, Glasgow, Cheshire, and Derby, serving clients nationwide with localised expertise.
