Business Details
17 Years
experience
Trusted Financial Advisers in Tamworth
Established in 2009, we are one of the UK's leading independent financial advisory firms specializing in wealth management and bespoke financial planning. Our team of dedicated financial advisers develops long-term relationships with clients, tailoring advice to individual needs and life stages. With over 550 million in assets under management, we combine personalized service with professional expertise, operating under the Financial Conduct Authority's regulation.Our approach begins with a no-obligation consultation, followed by transparent fee structures and ongoing portfolio reviews. We prioritize client understanding through plain English explanations and ethical practices, ensuring financial strategies evolve with changing circumstances. Our commitment to excellence has earned recognition across the financial services sector.
Services
Investment Planning
Retirement Planning
Wealth Protection
Mortgage Advice
Estate Planning
Corporate Tax Planning
Business Financing
Staff Benefits
Key Personnel Insurance
Pension Planning
Details
- Year established: 2009
Highlights and features
- We have over 14 years of experience in independent financial advisory services.
- Our team manages 550 million in client assets with personalized strategies.
- We provide transparent fee structures agreed at the outset of engagement.
- Our FCA regulation ensures compliance with the highest industry standards.
- We maintain long-term client relationships through regular portfolio reviews.
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
Our investment planning service helps clients grow their wealth through tailored strategies that balance risk and return. We assess individual financial goals and market conditions to create diversified portfolios. Our FCA-regulated approach ensures transparent reporting and regular performance reviews to adapt to changing market dynamics.
Retirement Planning
We develop comprehensive retirement plans considering longevity trends and tax implications. Our specialists create income strategies that align with clients' desired retirement lifestyles. Regular reviews ensure plans remain aligned with evolving regulations and personal circumstances, providing financial security in later years.
Wealth Protection
Our wealth protection services safeguard clients' assets against unforeseen events through insurance and estate planning solutions. We implement strategies to preserve family wealth across generations while maintaining liquidity for immediate needs. This includes life insurance, critical illness cover, and inheritance tax planning.
Estate Planning
We create estate plans that balance tax efficiency with asset accessibility, ensuring wealth transfers align with clients' wishes. Our strategies incorporate wills, trusts, and tax mitigation techniques while maintaining flexibility for changing family circumstances and regulatory environments.
Corporate Tax Planning
Our corporate tax planning service optimizes business tax positions through legitimate relief schemes and restructuring strategies. We advise on R&D tax credits, capital allowances, and international tax considerations while maintaining compliance with HMRC regulations and FCA standards.
People
Glyn Clarke
Managing Director
Glyn Clarke leads our team of financial advisers with over 25 years' experience in wealth management. He established Obsidian Financial in 2009 to provide ethical, client-focused financial advice. His expertise in tax-efficient investment strategies has driven our growth to manage 550 million in client assets.
Questions
What financial services do you specialize in?
We specialize in investment planning, retirement strategies, wealth protection, estate planning, and corporate tax solutions, all tailored to individual client needs.
How are your financial advisers qualified?
Our advisers hold relevant financial qualifications and operate under FCA regulation, with ongoing professional development to maintain industry standards.
Do you work with both individuals and businesses?
Yes, we provide services to both private clients and corporate entities across the UK, with tailored solutions for each client type.
How do you charge for your services?
We use transparent fee structures agreed at the outset, with no hidden charges. Fees depend on the complexity and scope of required financial planning.
Are your financial planning services regulated?
Yes, we are authorized and regulated by the Financial Conduct Authority under registration number 509756.
How often do you review financial plans?
We conduct annual reviews as standard, with additional check-ins available to ensure plans remain aligned with changing circumstances or regulations.
