Sutton Coldfield

Our Sutton Coldfield office supports clients across the Midlands with clear, professional financial advice at every stage of life. The team works closely with individuals, families and business owners to deliver long-term, joined-up solutions.

Services include full financial planning, covering retirement, investments and later life planning, as well as mortgage advice for home movers, remortgages and specialist borrowing. We also advise on protection, helping clients put the right cover in place to protect what matters most.

Barrie Roberts is the principal adviser. He is a Chartered Financial Planner and has over 30 years of financial advisory experience.

Your property may be repossessed if you do not keep up repayments on your mortgage.

Meet the Sutton Coldfield office team

Alicia Peckett

Executive Assistant

Barrie Roberts

Financial Planning Consultant

Ryan Hand

Paraplanner

Vinod Karra

Client Services Manager

How to find us

By rail:

7 minute walk from Four Oaks Station

14 minute walk from Butlers Lane Station

By road:

From the M6 (Junction 5), follow the A452 (Chester Road) towards Sutton Coldfield (approx. 10–15 minutes)

From the M42 (Junction 9), take the A4097 and A446 towards Sutton Coldfield

From the A38, follow signs towards Sutton Coldfield via the A5127

Once in Sutton Coldfield, follow signs for the town centre and Four Oaks

How can we help?

We’re here to help you align your needs, values and goals with your finances, giving you peace of mind knowing that you’re on track to achieve financial independence