Get In Touch

Contact Us

Got a question or need expert financial guidance? Simply get in touch. Whether you prefer to call us by phone, send an email, or have a face-to-face chat, we’re waiting to help. Contact us today and start your journey towards financial clarity and confidence.

a graphic of symbols for email, phone and letter

0121 705 1000

Our Business Hours:

‍

Monday to Friday:   9:00am to 5:00pm

Saturday & Sunday: Closed

Bank Holidays:         Closed

By Email

If you prefer to send us an email, simply click the link below. We typically respond within 24 hours.

Click this button to email us

Solihull Office Address

If you prefer to meet us in person, we'd be delighted to host you in our Solihull office. See directions below.

‍

1b The Exchange, 20a Poplar Road, Solihull, B91 3AB

‍

Send an Enquiry

You can also get in touch with us by completing the enquiry form below. Simply leave your best contact details and a short message and one of our team will get back to you within 24 hours.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Easy Directions

Find Our Solihull Office

Need to find us? Use our website map to locate our Solihull office, near Birmingham. Easily plan your visit and get directions to meet our team—whether for a consultation or a friendly chat about your financial future.

Parking On Us

Complimentary Car Parking When You Visit Us

Driving to our office? We provide complimentary parking at the Lode Lane car park, just a 2-minute walk away. Simply provide your vehicle details ahead of your meeting, and we’ll validate your parking—giving you extra time before and after for a stress-free visit.

Address for the car park:

Lode Lane Pay and Display Car Park, Lode Lane, Solihull, B91 3AB

Download instructions
A sign showing free parking
Beyond Security

Comfortable, Welcoming Facilities for Your Visit

Our modern office is designed with your comfort in mind. Enjoy wheelchair access, private meeting spaces, and toilets for convenience. Help yourself to tea, coffee, and a hamper of sweet treats while you relax. Need anything else? Just ask—we’re here to make your visit enjoyable.

Additional Facilities

  • Wi-Fi access (for those who may want to check emails or work while waiting)
  • Charging points for phones/laptops
  • Private breakout spaces if clients need a quiet moment
Coming soon!

Meet Lucy – Your AI Financial Planning Assistant

Got a question? Lucy, our AI-powered bot, will soon be here to help! Whether you need insights on financial planning, investments, or tax, Lucy can answer common queries instantly. Once Lucy's activated, you can chat away and she’ll provide clear, reliable guidance—anytime, anywhere.

‍

(She's currently being trained by Steve - what could possibly go wrong?)