Resources

Blog

Keep up to date with our bite-sized articles on financial planning tips and the latest investment insights.

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Client portal

We’ve made it easy for clients to access our portal and platform links. Simply follow the links on the page.

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Don’t just take our word for it, this is what our clients say

We carried out a client survey in 2024 to gain insight into their experiences with us and our service. Here’s what they had to say:

98%

of clients would recommend us to family, friends or colleagues


98%

believe working with us has helped or will help them to achieve their financial goals


99%

were satisfied that we understood their needs, goals and aspirations


Mortgages

“Claire doesn’t just talk numbers; she asks about my life, my family, and what actually matters to me.” Iain

Financial Planning

“They’ve gone above and beyond, supporting me and my family through everything life has thrown our way.” Kate

Financial Planning

“With Claire, it’s not about numbers. She makes sure my finances fit into the bigger picture of my life.” Michele
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

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