About us
Our purpose is to support our clients and deliver a service that we would want for ourselves.
What do we do?
As independent financial advisers, we are committed to helping you navigate your finances and reach your end goal of financial freedom. We work with people in Shropshire and the surrounding areas to plan for retirement and also advise them during retirement to ensure they stay on track.
Our help and expertise will ensure you can look back and know you made the correct decisions and that you are ready to face the future with confidence. We’ve got your back and will be here with you for the long term.
Who are we?
We are a team of enthusiastic individuals who are dedicated to meeting and exceeding the needs of our clients. Our independent financial adviser, Matthew Pattison, is an Associate of the Institute of Professional Will Writers and holds the Diploma in Financial Planning.
Adding to our strength and expertise, we are a member of the financial planning network, Corbel Partners. They were included in the top ten of the FTAdviser’s list of Top 100 Financial Advisers in 2022.
Why choose us?
With a diverse range of skills and qualifications, our team is second to none and will pass on their valuable knowledge to ensure your goals are reached.
Relationships are key for us. You’ll experience a one-on-one level of service with your financial adviser but have the support of a larger network to ensure everything runs smoothly. There are no cutting corners. We must spend time getting to know you and your family and truly understand what you’d like to achieve.
