Tony Thursfield - IFA Principal
Abi Thorp - Adminstrative Coordinator

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Who are we?

• Tony – Independent Financial Adviser since 1998.

• Abi – Experienced in financial services - previously worked for Prudential, Egg and IFA firms.

• We worked together many years ago and reunited 18 months back.

• Our business is built on long‑standing relationships, some going back over 25 years

• We are a boutique IFA not an empire - with no plans of becoming one.​

• In his spare time Tony likes film, the gym, audiobooks, cooking and walking the beast and chief morale officer

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Who We Work With

• Everyday working households and retirees

• Small business owners

• People who want clear, straightforward advice

• Clients looking for long‑term support rather than one‑off transactions

• ​Some accountancy connections

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Where Our Clients Are Based

• North Birmingham, Cannock, Wolverhampton, Telford,  Tamworth, Staffordshire

• Additional pockets in: Knowle, Solihull, Hereford, Market Harborough

• Some clients have been with us for years without ever meeting in person — remote works perfectly well for some​

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Meeting Options

• We can meet:

  • In your home, your workplace, the office

  • At an agreed location (where practical)

• Online meetings are also available

• We offer packages for:

  • Face‑to‑face advice

  • Remote advice

  • A combination of both

• We work in whichever way feels most comfortable for you

• We ask about your goals, preferences, concerns, and financial objectives

• We then provide recommendations for you to consider

• You are under no obligation at any stage

• Your initial meeting is free of charge

• We try to use clear, concise, jargon‑free language.

 

​Behind the Scenes

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• We collaborate with trusted, specialist outsourced partners for:

  • Compliance

  • Paraplanning

  • Administration

• These are longstanding individuals and firms we know well

• This ensures the right job goes to the right person

• It avoids unnecessary overheads or large internal teams

• This is reflected in our fees, which we believe are sensible, sustainable, and fair

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Supporting You Through Difficult Times

• If you’re experiencing bereavement, stress, or a difficult period, we take extra care and adapt our approach

• Face‑to‑face meetings are handled by Tony

• Abi attends some online meetings and manages all administration

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In Summary

• We work with the people we meet in everyday life

• We use mainstream, well known suitable solutions — nothing obscure or designed for the ultra‑wealthy

• We have no material interests in the firms we recommend

• We focus on long‑standing relationships and genuinely get to know our clients

• We lose very few clients because they remain the centre of everything we do​

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• We donate a small percentage of our profits to Dogs Trust - a cause close to our hearts