Get In Touch
We're here to help you take control of your financial future.
Working Hours
Monday to Friday: 9:00 AM – 5:30 PM
Saturday: 10:00 AM – 2:00 PM
Sunday: Closed
Office Location
142 Colmore Row
Birmingham
B3 3AP
United Kingdom
Why Reach Out?
Whether you're facing specific financial challenges, looking to optimise your current situation, or simply want to understand your options better, we're here to help. Our initial conversations are straightforward and pressure-free.
When you contact us, we'll have a brief discussion about your situation and goals. This helps us recommend the most appropriate service for your needs. There's no obligation, and we won't push you towards services you don't need.
Finding Our Office
By Train
Birmingham New Street Station is approximately 10 minutes' walk from our office. Exit the station via the main entrance onto New Street, walk towards Victoria Square, then continue along Colmore Row. We're located in a modern office building on the left-hand side.
By Bus
Multiple bus routes serve Colmore Row and the surrounding area. The nearest bus stops are on Colmore Row itself or on Church Street, both within a two-minute walk of our office.
By Car
Street parking in central Birmingham can be challenging. We recommend using nearby car parks such as Snowhill Car Park or Birmingham Snow Hill Station Car Park, both within easy walking distance. Several NCP car parks are also available in the area.
Accessibility
Our office building has lift access and is fully wheelchair accessible. If you have specific accessibility requirements, please let us know when arranging your appointment so we can ensure everything is prepared for your visit.
About Our Practice
Consultation Format
We offer both in-person consultations at our Birmingham office and remote video consultations for clients who prefer that option or have scheduling constraints. Both formats provide the same quality of service and personalised attention.
What to Expect
Our initial consultation is a conversation, not a sales pitch. We want to understand your situation, answer your questions, and determine together whether our services are right for you. Come prepared with any questions you have about your finances or our approach.
Confidentiality
All information you share with us is treated with strict confidentiality and handled in full compliance with UK data protection regulations. Your financial information is your private business, and we take that responsibility seriously.
Fee Structure
We charge fixed fees for our services, which are outlined clearly on our services page. You'll know exactly what you're paying before any work begins. We don't charge for initial enquiries or brief exploratory conversations.
Before You Get In Touch
For an initial enquiry, you don't need to prepare anything specific. Just have a general sense of what you're looking to achieve or what challenges you're facing. If we schedule a full consultation, we'll provide you with a specific list of information that would be helpful to gather beforehand.
We aim to respond to all email enquiries within one business day, typically sooner. If you contact us during weekend hours, you'll hear back from us on the next business day.
While we're based in Birmingham and have particular expertise in the local economic context, we work with clients throughout the UK via remote consultations. The principles of sound financial management apply everywhere, though we do incorporate regional considerations where relevant.
That's perfectly fine and very common. When you contact us, describe your situation and what you're hoping to achieve. We'll help you identify which service or combination of services would be most appropriate for your needs.
No. We work with clients across the full spectrum of income and asset levels. Financial management principles are important regardless of your current financial position, and everyone deserves access to quality guidance.
Complex situations are what we're here for. Whether you're dealing with multiple income streams, business and personal finance integration, international considerations, or unusual circumstances, we have experience with a wide range of complex financial situations.
Serving the Birmingham Community
We've been part of Birmingham's business community for over a decade. We understand the local economy, from the challenges facing small businesses in areas like the Jewellery Quarter and Digbeth to the financial planning needs of professionals working in the city's growing tech and professional services sectors.
Our location in the heart of Birmingham's business district makes us easily accessible whether you're based in the city centre, the suburbs, or the wider West Midlands region. We're proud to contribute to the financial health and stability of our community.
Start the Conversation
The first step towards better financial management is simply getting in touch. We're here to help.
Send Us an Email