Why choose us
Clients from across the Midlands region rely on our experts for simple, upfront financial planning support.
Adding value from day one
Whether you’ve taken financial advice before or not, it can be difficult to decide which specialist is right for you. Choose us, and we’ll make it our mission to help you get true clarity about what you really need.
With our expert support, you’ll start seeing the benefits for yourself from the very first time we meet.
A deeper level of
understanding
Financial planning support works best when it’s built to last, which is why you’ll find such an in-depth approach to the advice process with us. Our experts really go the extra mile to learn about all the problems that you’re facing and what you want to accomplish in the future.
Completely
independent
When you work with us, you’re benefitting from advice that’s wholly unrestricted. That means our financial planners can use all the skills and expertise they gained while working at the largest and most respected financial institutions in the country, but without any agenda.
Clear, transparent
advice
Your needs should always come before anything else, and with us, they will. All the advice we provide is delivered in plain English by experienced specialists who recognise the importance of being honest about the steps you need to take to achieve your financial ambitions.
Focused on
your finances
Our areas of specialism are financial planning (including pensions and investments) and Inheritance Tax. By concentrating our efforts like this, we can put our time and attention into making your money work harder towards your goals, not promoting unnecessary products or packages.
What clients say
Mandy Johnson
2023-10-16
Highly recommend for easy to understand, sound advice in an area we know very little about
Graham Bowler
2023-09-16
Richard at Tudor Franklin has always given good financial advice to us over a number of years. He is reliable and friendly and so therefore I have no hesitation in recommending his services.
Sue Dorey
2023-09-16
Brilliant, friendly service from Richard Meats. He takes lots of time to listen to your personal circumstances and views and then to find the best investment options. He then patiently explains each option in a language you can understand.
Alison Fraser
2023-09-07
Bharat has been my financial advisor for several years and I can't recommend him highly enough. He is friendly, reliable and takes time to explain concepts in an understandable way.
R A
2020-07-07
I contacted Tudor Franklin for pension advice following an unbiased.co.uk search. Bharat responded the same day to my enquiry and following an initial conversation, I made an appointment for a pension review. Bharat took the time to understand my situation and explained things very clearly. He put me at ease and it was very easy to speak with him. From working through all the information together, he was able to reassure me and suggested additional things I may wish to think about. I would highly recommend Bharat and will not hesitate to contact him again.
Bhavik Patel
2020-06-29
I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.
Finglesham
2019-11-17
I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advisers who give you teh facts ad let you decide.Very well qualified in their profession.
London C
2019-04-26
Richard gave me some excellent advice particularly on investments and pensionions. Definitely worth speaking to.
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