Financial Advisers (Independent) in Sutton Coldfield
62 Anchorage Road
Accessible, truly independent financial advice, individually tailored to your requirements. Independence allows us to ensure you receive the most appropriate financial advice and support.
I offer all my clients Independent Financial Advice free from conflicts of interest often associated with advice from large banks, building societies and product providers.
Independence allows me the freedom to use my expertise and innovative thinking to research the whole of the market for the best financial solutions.
Call Stephen White on 0121 647 5098 for a no obligation initial consultation.
Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Family protection life assurance
Employee benefits implementation and management,
Flexible employee benefits menu systems,
Group and Executive Pension schemes,
Group income protection,
Group Private Medical Insurance,
Group death-in-service and dependants benefit schemes,
Partnership and directors share protection,
Key person business protection,
Advice for your employees if required.
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We are not tied to, owned, funded, or influenced, by any bank, product provider, or other third party. This gives us the freedom to use our expertise and innovative thinking to research the whole of the market for the best financial solution.
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed