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We’re 25 years old! 🎂

When we started out 25 years ago, we wanted to help clients achieve their financial goals by providing solid, tailored financial advice built on the strong principles of being ethical, rigorous and transparent.

And we are delighted to say that this approach has enabled us to provide wealth, prosperity and guidance to hundreds of clients across our community of Worcester, the West Midlands and beyond. 📈

During the last two and a half decades, we have also been fortunate enough to receive a number of industry awards, including consistently being named in the top 100 Advisory Firms in the UK and the Best Midlands Financial Advisers in 2022 and 2023.

But we count our most notable achievement to be the deeply loyal clients and employees we have the pleasure to work with. 💖

And no-one epitomises the ethos of hard work, dedication and talent more than @Amy Spencer who, having joined us on day one as administrative support, is now a company director at FAC, leading our excellent operational team.

None of our achievements, however, would have been possible without the collective effort and commitment of every individual who has been a part of our journey.

As we celebrate this significant anniversary, we are proud to renew our commitment to helping our clients reach their financial goals.

Whether we’re helping people choose the right mortgage offering, or build a solid financial platform for a comfortable retirement, we remain dedicated to delivering the highest quality advice, rooted in independent and fresh thinking.

We are also proud to support a number of local charities, including @GraceKellyPrincessTrust and @Redsport.

Lookout for our anniversary events, which will be peppered throughout the rest of the year on our LinkedIn page and other socials!