Independent Financial Advisers in Tettenhall Wood, Wolverhampton
My father, Julian Strutt and I are both independent financial advisers who pride ourselves upon being trusted advisers providing our clients with a truly personal service. I was fortunate to have the opportunity to join our thriving family business last year following a successful fifteen year career in the NHS as a therapist and project manager. My previous experience allows me the ability to explain financial concepts easily to clients and forge strong and trusting relationships. In fact most of our clients have been with us for many years and as a consequence of client and professional recommendations we have a network of clients spanning the country from Brighton up to Scotland.
Specifically we offer financial advice in the following areas:
- Savings & Investments
- Pension Planning
- Estate Planning
- Corporate Business Planning - pension planning for directors, shareholder agreements and associated protection
We are directly authorised by the Financial Conduct Authority ensuring we operate honestly and fairly and giving our clients peace of mind. We are quite happy to have initial discussions with anyone about their financial concerns and we believe our fee structure is transparent and extremely competitive within the market we operate.
I am looking forward to building relationships within the club and being an active and valued member.