Celebrating 30 years of financial expertise

From our family to yours.
We offer honest and professional financial planning

Free Initial Consultation

We are specialist advisers to the mature and retired market.

We are family-run, Independent Financial Advisers, and from our base in Shrewsbury, we provide individually tailored financial advice to clients across Shropshire, Powys, Herefordshire and Staffordshire.

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Family Financial Planning Online

Our Services

Retirement Advice

Developing a holistic retirement plan, can involve a variety of financial assets which can provide an income.

Saving & Investments

It’s about having the right financial plan to meet your savings and investment goals.

Later Life Planning

With life expectancy increasing, a good financial plan can help you prepare for later life, either for you or your family.

Long Term Care Planning

Despite how independent you are now you may need to explore the long-term care options available to you now or for the future.

Inheritance Tax Planning

Inheritance tax is an avoidable tax, and with good planning your wealth can be passed on to your loved ones.

“Both Ben and Hannah are so friendly and open, and very aware of their clients’ needs and wishes, and approach to risk taking. We cannot praise them highly enough. Also, the next generation of our family is investing with them, and you cannot have a better recommendation than that.”

Mr & Mrs H (Retired Couple), Telford

“From the outset, the advice that Ben gave was exemplary and made much sense. His advice always reflects our cautious outlook on the financial world”

Mr P.C. Hadnall
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Ways To Help Reduce Inheritance Tax | Inheritance Tax Advice

Latest Blog Post

Ways To Help Reduce Inheritance Tax

In the event of a person’s death, their estate (such as money, possessions and their share of any property) is usually passed onto beneficiaries. Inheritance Tax (IHT) may be paid…
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