Tony Thursfield - IFA Principal
Abi Thorp - Adminstrative Coordinator

Who are we?

Tony – Independent Financial Adviser since 1998.
Abi – Experienced in financial services, including Egg and other 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 - and no plans on becoming one.
In his spare time Tony likes film, the gym, audiobooks, cooking and walking ... the beast and chief morale officer

Who We Work With

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

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 always speak in plain English — clear, concise, and jargon‑free

Behind the Scenes

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

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

In Summary

We work with normal, everyday people
We use mainstream, suitable solutions — nothing obscure or designed for the ultra‑wealthy
We have no material interests in any firms or providers we recommend
We focus on long‑standing relationships and genuinely get to know our clients
Tony even remembers some clients’ postcodes (yes… really)
We lose very few clients because they remain the centre of everything we do
Once we reach a comfortable capacity, we will close the doors to new customers to maintain service quality