Contact Us

We want to put you in touch with someone who can help you as quickly as possible. Whether you have a question about planning for your financial future, you'd like to arrange an initial meeting, or you're an existing client with a query for your Planner, this page will help you reach the person you need to speak to.

Our Offices

Amersham

Connery House, Repton Place, White Lion Road, Amersham, Buckinghamshire, HP7 9LP

Tel: 01494 358000

Birmingham (Head office)

60 Church Street, Birmingham, B3 2DJ

Tel: 0121 212 9212

Bristol

Whitefriars, Lewins Mead, Bristol, BS1 2NT

Tel: 0117 927 6026

Find a Wealth Planner within
10 miles

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.

Get in touch

Please send us a message directly via the form below and one of our team will get in touch.