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Our Financial Advisory Services in Leamington Spa

Wealth Planning

Wealth planning is when you structure your wealth to preserve it, build it and then transfer it to your loved ones. Wealth planning combines wealth protection, business succession, and investments.

Your wealth will serve you differently at separate stages of your life.

We will carefully examine both your personal and business financial needs. Then, to help you protect, expand and pass on your wealth, we will develop dynamic wealth planning strategies tailored to you. These strategies will serve as a roadmap for your financial future.

Regular Financial Monitoring

Once your strategy is in place, our advisor will send you regular statements to inform you about your portfolio. Furthermore, our advisor will schedule frequent meetings to discuss your objectives and progress and to address any queries you may have.

Meet our financial advisors

Bob Massey


Bob started his career in 1983 as a Financial Advisor; after sailing through Sales Management and becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the expertise, attitude and skills to run his teams and advise clients on taxation and trusts.  

Bob continues to work as an IFA and a Practising Trust and Estate Practitioner, TEP and believes that building a trusted relationship with their clients, coupled with the ability to problem-solve effectively, will help them to exceed their clients’ expectations.  

Bob works as one of the Founders and Directors and became a nationally recognised centre of excellence for services to their clients, protecting wealth and assets efficiently and effectively for their families.  

Bob’s mantra for all is, “Let’s just exceed expectations of our clients in the services we offer.”  

Lucy Miles


With 12 years’ experience in the Tax and Trust space, Lucy has worked on a multitude of different teams, ranging from the Drafting team, to Probate and then to the Private Client team. Over this time Lucy has achieved her Diploma in Regulated Financial Planning and, later, Trust and Estates Practitioner. Lucy’s a forward-thinking and client-focused individual with a friendly and reliable approach to learning about their experiences and why they are in the position they find themselves in today and getting to know them on a personal level.

Whether a client is long-standing or those who only require one piece of advice, they can leave our office or conversation with the comfort of knowing that they are in safe hands and that we are available to assist them in other areas.

Find us here in Leamington

Get in touch

From wealth planning to building an investment portfolio, our team of highly trained specialists can tailor solutions to your circumstances.

We work in conjunction with your wealth manager. So we can advise on practical strategies for accomplishing your financial goals, whether you’re looking to fund a major purchase, invest in a new business, or secure a specific finance arrangement. Get in touch to find out more about our financial advice services.