Focus on what matters with a clear financial picture
We’re independent financial advisers helping people in Shropshire and the surrounding areas achieve their long-term visions.
About us
Led by independent financial adviser Matthew Pattison, we have been helping people look after their money for more than ten years. We enable people to have confidence in their financial position, to cope with the financial bumps in the road and not make costly mistakes with their finances.
As a member of the financial planning network, Corbel Partners, we benefit from the scale, expertise and protection that a larger organisation offers. We work closely with their skilled paraplanners and administration staff to deliver the best long-term advice.
Learn more about our services
As a client, you can expect quality advice that spans a wide range of different areas surrounding pre- and post-retirement and receiving unexpected lump sums of money. By taking the time to get to know you, your goals and any concerns, we’ll work together and provide you with the required services.
Our individual planning services include retirement planning, savings, investments, wills, trusts and Lasting Power of Attorney.
