Get in touch with us directly at one of our offices below, or write us an email via this contact form.
(We won’t send you any unrequested marketing material.)
Alternatively you can call us on 01283 730080 or 0121 631 3519.
Midlands Office
Office 6, Gretton House
Waterside Court, Third Avenue
Centrum One Hundred
Burton upon Trent, Staffordshire
DE14 2WQ
Tel: 01283 730080
Our Team
Stephen Jones
Chartered Financial Planner & Managing Director
Ajmer Somal
Independent Member of the Investment Committee
Robert Love
Independent Member of the Investment Committee
Sam Blakemore
Paraplanner – Investments
Jessica Hill
Paraplanner
Mandy Mitchell
Senior Administrative Support
Ways to contact us
