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Meet our Birmingam financial planners 

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

Adam Carter

Adam Carter

 

With over 10 years’ experience in the financial sector as a Chartered Wealth Manager and Financial Planner, Adam has always focused on providing clients with the highest quality advice and service. For all his clients the singular goal is to protect, preserve and generate wealth through in-depth profiling and intelligent, informed advice that controls risk whilst maximising financial security for the years ahead.

 

Julie Cattell

DipPFS 

Julie has been advising both individual and corporate clients for over 16 years. She advises on all aspects of financial planning including pensions (pre and post retirement), investments and inheritance tax planning. She also specialises in later life planning which enables her to provide bespoke advice and guidance for elderly clients and anyone in care, going into care or receiving care at home. Julie is very passionate about this area of financial planning and is fully accredited with the Society of Later Life Advisers (SOLLA), which is the gold standard accreditation for providing advice to later-life clients.

Julie’s philosophy focuses on building and maintaining long term relationships, showing distinct quality and integrity which in turn provides clients and professionals with peace of mind, and offering a personal financial planning service which is tailored to individual needs. The clients Julie encounters in relation to later life planning are generally in an emotional crisis and do not know or understand the complex area they have entered. Julie is more than happy to speak to any client to help, guide, and ensure they have a better understanding of their options.

Jonathan Cross

Jonathan Cross

Dip PFS

As a financial adviser Jonathan provides a wide range of financial advice to employees of the companies he looks after, as well as existing clients, some of whom have been with him for over 20 years. Jonathan particularly enjoys analysing existing portfolios to ensure they are aligned with the investor’s risk profile and delivering what the individual needs to meet their financial goals.

 

Mark Grainger  

Mark Grainger

DipPFS

Mark has been a financial planner since 1993, and is proud to say it's his first and only career. He has developed a high-quality, but down-to-earth skill set, and prides himself on being able to explain how financial plans and investments work in plain English.

Mark advises business owners and professionals on all aspects of financial planning. He always takes the time to understand his clients’ situations, fears and objectives, and keeps this at the heart of his planning strategies.

Ian Markham

AdvDipFA Chartered ALIBF

Ian is an experienced Chartered Financial Planner having been in the industry for over 20 years. He has a broad range of knowledge from a number of different roles including Regional Taxation & Trust Manager, Corporate Adviser and Estate Planning Specialist. He is currently responsible for working with High Net Worth clients to create and implement tailored advice to meet their goals, both before and during retirement.

Ian feels that it is important to develop a personal financial plan to understand where you are now and the steps required to get where you want to be. Helping with the complexities around wealth he is always seeking to strengthen your financial position and protect your wealth now and in the future. Ian has a number of clients that he has worked with for over 20 years.