Our story

Financial planners with a family feel. We have been improving lives for more than 40 years.

Let our experience guide you

Established in 1982 by Frank Corrigan and Jane Evans, generations of happy individuals and families in Coventry and Warwickshire have put their trust in us.

Although we have developed our skills to accommodate modern-day legislation, the way we treat our clients remains unchanged. We are fiercely proud of our independence, and we are confident that it puts us in the best position to meet your needs.

The core values we believe in

Confidence

You need to be able to trust us with your personal financial information. We guarantee confidentiality, and we believe our track record speaks for itself.

Security

We want you to feel safe and secure. If the expected or unexpected happens, we will be there to make life easier for you and your family by giving any help we can.

Support

Throughout your life, we will support you and your family. Our support is long term as we like to build relationships and look at your needs in a holistic way.

Quality

As Chartered financial planners, we provide the greatest expertise and attention to detail. The team will always keep up to date with market developments.

Independence

We offer unbiased advice from the whole range of financial products available across the different providers. We are not tied to anyone and provide value for money.

Care

We care about all our clients individually. We also care about our staff and provide a safe and secure environment for them to work in and develop their careers.

Proud to be a Chartered firm

Our Chartered status recognises the firm as a whole and puts us at the forefront of the financial services profession. It gives you confidence that you are choosing a financial planner who has made a public commitment to professionalism.

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