So your thinking about a health check on your finances and wondering where to go for advice and what it involves. For all new enquiries about our service we provide a free initial consultation at our offices in Coventry.

The free consultation allows you the opportunity to see who we are and where we carry out our business with you. It also gives us the opportunity to see what we can do for you. You can do some preliminary checks on our firm on the Financial Services Authority register. Our reference number is 472031.

You might be interested in an income an expenditure analysis, claiming back tax paid, planning for you future or protecting what assets you have already accumulated. Indeed, most of our clients ask us to advise on all these areas for them.

You will need to bring with you some idea of you current financial circumstances such as 12 months bank statements and details of your current investments, pensions, savings and insurances. Don’t worry if you don’t have all the specifics at this time.

We look forward to meeting with you.