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

Planning for the inevitable

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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Latest Blog Post

Planning for the inevitable

As you age, making sure your affairs are in order will help ease the burden on your loved ones when you are gone. Ensuring you have a complete and up-to-date…
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Latest Blog Post

Approaching Retirement?

If you are approaching retirement, you’ll want to take stock of what you can expect to receive in pensions. If you haven’t received a State Pension forecast, ask for one…
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