Business Details
34 Years
experience
Trusted Financial Planning & Wealth Management in Lichfield
Established in 1992, our firm delivers personalized financial wealth management solutions designed to demystify financial products and provide clarity for future financial health. With over 30 years of industry experience, our Chartered Financial Planner specialises in unbiased advice for high-net-worth individuals and businesses. We are directly authorised by the Financial Conduct Authority (FCA), ensuring compliance with rigorous regulatory standards. Our services encompass comprehensive financial planning, investment strategy, tax efficiency optimisation, and specialist probate, will-writing, and lasting power of attorney services.Client relationships are built on deep understanding, with tailored approaches adapting to evolving life circumstances. We maintain transparent charging structures and utilise portfolio models aligned to individual risk profiles, offering initial appraisals followed by annual reviews. Our FCA authorisation (registration 997398) guarantees adherence to consumer duty principles, ensuring appropriate product recommendations. Client testimonials consistently highlight our expertise in pension planning, investment adaptation, and the ability to simplify complex financial matters through personable, forward-thinking strategies.
Services
Wealth Management
Financial Planning
Investment Advice
Probate Service
Will Writing
Tax Efficiency
Pension Planning
Protection Insurance
Portfolio Management
Estate Planning
Details
- Year established: 1992
Highlights and features
- Chartered Financial Planner with 30+ years' experience since 1988
- FCA-authorised with rigorous compliance to consumer duty principles
- Tailored financial solutions adapting to evolving client circumstances
- Transparent charging structures with portfolio models for all risk levels
- Specialist probate, will-writing and lasting power of attorney services
Associations and certifications
- Financial Conduct Authority
What people say
Forward thinking and tailored approach
Consistently sound investment advice
Personable character and sense of humour
Invaluable financial planning
Bespoke service tailored to circumstances
Services
Wealth Management
Our wealth management service creates bespoke investment strategies aligned to individual risk profiles and financial goals. We combine equities, diversified assets, and tax-efficient structures to build resilient portfolios. Regular reviews ensure ongoing alignment with changing personal circumstances and market conditions.
Financial Planning
Comprehensive financial planning covers retirement strategies, inheritance tax mitigation, and life-stage adaptations. We assess current financial positions to develop actionable roadmaps for long-term security, incorporating pension optimisation and protection requirements.
Probate Service
Specialist probate services guide executors through estate administration, including asset valuation, debt settlement, and inheritance distribution. Our sensitive approach ensures compliance with legal requirements while minimising tax liabilities for beneficiaries.
Will Writing
Professional will-writing services ensure clear instructions for asset distribution. We help clients create legally sound documents covering property, financial assets, and guardianship arrangements, incorporating tax planning considerations.
Investment Advice
Tailored investment advice considers market conditions and personal objectives to construct diversified portfolios. We monitor economic trends and adjust strategies to balance growth potential with risk management requirements.
People
Gary Fieldhouse
Chartered Financial Planner
With over 30 years' experience since 1988, Gary specialises in comprehensive financial planning and investment strategy. His client-focused approach combines technical expertise with clear communication, delivering tailored solutions for high-net-worth individuals and businesses.
Questions
What financial services do you specialise in?
We specialise in wealth management, financial planning, investment advice, probate administration, will writing, and tax efficiency strategies for individuals and businesses.
Are you regulated by financial authorities?
Yes, we are directly authorised by the Financial Conduct Authority (FCA) under registration number 997398, ensuring compliance with strict regulatory standards.
How do you tailor financial advice to individual needs?
We conduct detailed initial assessments of your circumstances, then create customised financial plans with regular reviews to adapt to life changes and market conditions.
What areas do you cover?
Based in Lichfield, we serve clients across Staffordshire and surrounding regions with both in-person and remote advisory services.
How are your services charged?
We use transparent, straightforward charging structures clearly explained during initial consultations, with no hidden fees or unexpected costs.
Can you help with estate planning?
Yes, we offer comprehensive estate planning including will writing, probate administration, and lasting power of attorney services to manage asset distribution and succession.
