About us
Andy Johnson
Lisa Johnson
Financial planning explained
Blog
FAQs
Who we work with
Approaching retirement
Going through a divorce
Building your wealth
Why choose us
The client journey
Contact
Member portal
menu
About us
Why choose us
Financial planning explained
Andy Johnson
Lisa Johnson
Who we work with
Building your wealth
Going through a divorce
Approaching retirement
The client journey
Blog
FAQs
Contact
Member portal
Helping your future take flight
Friendly, independent financial planning services for the people of Worcestershire and the West Midlands
We work with people who are…
approaching retirement
going through a divorce
building your wealth
Meet your team
Andy
Director & Independent Financial Planner
Lisa
Administrative Assistant