About Our Firm

Our firm is run by two Directors, Paul Dean Wilson and Peter Talbot, who are experienced Independent Financial Advisers and have 30 years experience in the financial services industry.

We have been responsible for placing in excess of £20 million of clients' investment monies.

Investment, Pension & Mortgage Planning

We pride ourselves on being specialists for Investment, Pension and Mortgage planning, with care and diligence being applied to every client. This is to ensure your business is dealt with in a highly ethical and professional manner. This is conveyed in our client testimonials.

We provide independent financial advice on pensions, mortgages and investments in Coventry and the surrounding areas. These include financial advice in Solihull, Balsall Common, Stratford upon Avon, Knowle, Dorridge, Kenilworth, Meriden, Hockley Heath, Henley in Arden, Warwick, Leamington Spa, Southam, Selly Oak and Warwickshire.

We are also happy to provide financial advice right across the UK as required by our clients.