Contact Us
We would be pleased to hear from you. Reach out to start a conversation about your financial goals.
Get in Touch
Whether you have specific questions about our services or simply want to explore how we might help, we welcome your enquiry. Our team responds to all messages within one working day.
For existing clients, please use your dedicated contact details provided during onboarding for the fastest response.
Office Address
47 Colmore Row
Birmingham
B3 2BS
United Kingdom
Office Hours
Monday to Friday: 9:00 - 18:00
Saturday: 10:00 - 14:00 (by appointment)
Sunday: Closed
Finding Our Office
Directions
Our office is located in the heart of Birmingham's business district on Colmore Row, one of the city's most prominent commercial streets.
By Train: Birmingham New Street station is a 10-minute walk. Exit via the Grand Central shopping centre and head towards Victoria Square. Continue along Colmore Row until you reach number 47 on the left side.
By Car: The nearest car parks are Snow Hill and Colmore Gate. Both are within 5 minutes' walk of our office. Metered street parking is available but limited.
Accessibility: Our building has step-free access from street level and a passenger lift to all floors. Please let us know of any specific requirements when booking your appointment.
About Our Practice
A snapshot of who we are and how we work.
Established 2009
Over 15 years of helping individuals and businesses achieve financial clarity and confidence.
Expert Team
Six qualified financial professionals with diverse specialisations to serve your needs.
UK-Wide Service
We work with clients across the United Kingdom, both in-person and through secure remote consultations.
Common Questions
We aim to respond to all enquiries within one working day. During particularly busy periods, this may extend slightly, but you will hear from us promptly. If your matter is urgent, please indicate this in your message.
No. We offer a complimentary discovery call lasting approximately 20 minutes. This allows us to understand your situation and confirm whether our services are a good fit for your needs before any commitment is made.
Absolutely. We conduct a significant portion of our consultations via video conference. Many clients find this more convenient, and it works just as effectively. We use secure platforms to protect your privacy and can share screens to review documents together.
A brief description of your situation and what you hope to achieve is helpful. You might mention whether you are an individual or business, any specific concerns you have, and roughly when you would like to begin working together. The more context you provide, the better prepared we can be for our first conversation.
Yes, we understand that traditional working hours do not suit everyone. We offer appointments on Saturdays by arrangement, and some of our consultants are available for evening sessions during the week. Please mention your scheduling preferences when you get in touch.
Confidentiality is fundamental to our practice. All information you share with us is treated with the strictest confidence. We comply fully with GDPR and hold appropriate professional indemnity insurance. Details of our data handling practices are available in our privacy policy.
What to Expect After You Reach Out
Once we receive your message, a member of our team will review your enquiry and respond within one working day. If appropriate, we will suggest a time for a brief discovery call to discuss your needs in more detail. There is no pressure and no obligation. We simply want to understand how we might help.
Send Us an Email