Advice you can trust. Value you can rely on. Service you’ll love.

Expert financial and mortgage advice, delivered with care since 2013. Serving Stourbridge and nationwide.

How we help you

Mortgages

Whether you want to move home, remortgage, buy-to-let, or you are a first time buyer, we’re here to help with jargon-free advice and support.

Your property may be repossessed if you do not keep up repayments on your mortgage.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

Insurance

Get help to protect what truly matters in your life with tailored advice on the most suitable protection products for your personal circumstances and professional needs.

Pensions

Wherever you are on your journey to retirement, our friendly and professional advisers can help you design a financial plan for a secure, happy and comfortable retirement.

Investments

Where investing is right for you, we’ll help you construct and manage a portfolio built on sound investment principles to help you achieve more with your money.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

What our clients say

We’ve gained more than 65 five-star reviews on Google. Read what our clients say about working with us and how we’ve helped them achieve their ambitions.

Take me there

Who we are

We help people plan for secure financial futures and achieve their property-buying goals with high-quality financial planning and mortgage advice services.

Whether you’re planning for retirement, wanting to buy a home, or seeking peace of mind that your financial future is protected, our experts provide exceptional levels of support and advice to get you on your way.

Your property may be repossessed if you do not keep up repayments on your mortgage.

Tell me more
James Sutton
Managing Director & Financial Adviser
Lyn Brown
Executive & Financial Adviser
Curtis Chen
Senior Mortgage & Protection Adviser
Ed Walker
Senior Mortgage & Protection Adviser
Jenny Turner
Senior Mortgage & Protection Adviser
Ian Williams
Mortgage & Protection Adviser
Lauren Fry
Mortgage & Protection Adviser
Wai Lee
Mortgage & Protection Adviser
Gemma Groves
Practice Manager
Larissa Powell
Case Manager
Carol Round
Case Manager
Emma Morran
Case Manager
Louise Totney
Mortgage Administrator
Rebecca Malthouse
Office Co-ordinator

Fancy a chat? How about a cuppa?

Ask us a question and take your first steps on the journey towards achieving your homebuying or financial goals.

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