Supportive Financial Planning

About us

Supportive Financial Planning is based in the West Midlands and in Shropshire and provides caring, supportive financial advice to clients in England, Scotland and Wales.

Although many clients come to us directly, we also work alongside Solicitors, Accountants, Charities and Care Providers, looking after them and their clients.

Our independence is precious and we pride ourselves on our service. The majority of our clients prefer to receive face-to-face advice in the comfort of their own homes at a time that is convenient for them. We are happy to see you in the daytime or in the evening, whichever you prefer.

We are not tied to any financial institution or insurance company; we use the 'whole of the market' in order to look after you and to help you identify and select the financial products and services that best meet your needs in an appropriate and tax-efficient manner.

The first stage in our service is an initial meeting, conducted free and without obligation. We will personally endeavour to put you at ease and enlighten and simplify the many options available to you. We will talk through your future financial aspirations and goals as well as your attitude to investment risk, your existing arrangements and your financial commitments, so you can enjoy the well-being of having your finances in order: helping you to build, maximise, and preserve wealth whilst providing financial security.

We provide unrivalled advice you can trust, from people that care.