Business Details
28 Years
experience
Your Trusted Financial Advisers in Sutton Coldfield
Established in 1998 by Roy Vaughan, G & B Associates Independent Financial Advisers LLP has built a reputation for delivering tailored financial solutions. Our team of qualified professionals specialises in mortgages, equity release, pensions, investments, and business and family protection. With decades of combined experience, we prioritise client needs through whole-of-market advice and a commitment to transparency.Our Sutton Coldfield-based practice serves clients across Birmingham, Walsall, and Tamworth, offering free initial consultations to ensure informed decision-making. Client testimonials highlight our professionalism, expertise, and dedication to long-term financial planning. We adhere to rigorous compliance standards, ensuring trust and reliability in every service provided.
Services
Mortgages
Equity Release
Pensions
Investments
Business Protection
Family Protection
Inheritance Tax Planning
Details
- Year established: 1998
Highlights and features
- Established in 1998 with decades of combined experience in financial planning
- Qualified advisers offering whole-of-market mortgage and investment advice
- Free initial consultation to align strategies with client objectives
- Client testimonials highlight exceptional service and professional expertise
- Specialise in inheritance tax planning and business protection solutions
What people say
Top-notch advice
Professional and helpful
Highly recommended
Exceptional service
Value for money
Services
Mortgages
We provide independent mortgage advice covering house purchases, re-mortgaging, and first-time buyer schemes. Our whole-of-market approach ensures competitive rates tailored to individual circumstances. Clients benefit from expert guidance on offset mortgages, buy-to-let, and commercial finance solutions.
Equity Release
Specialist advice on lifetime mortgages and safe home income plans enables clients to access property equity while retaining residency. We explain risks and benefits clearly, ensuring alignment with long-term financial goals and inheritance considerations.
Pensions
Our pension expertise covers stakeholder schemes, self-invested personal pensions, and phased retirement strategies. We help clients navigate annuities, drawdown schemes, and inheritance tax implications for secure retirement planning.
Business Protection
We offer keyman insurance, shareholder protection, and commercial finance solutions to safeguard businesses against financial loss. Our advice ensures continuity through tailored insurance packages and risk management strategies.
Inheritance Tax Planning
Specialist guidance on tax-efficient strategies reduces inheritance tax liabilities. We combine investment vehicles, trusts, and gifting strategies to preserve wealth for future generations while complying with current regulations.
People
Roy Vaughan
Founder
Established G & B Associates in 1998, bringing over 25 years of financial services experience. Specialises in strategic financial planning and client relationship management.
Neale Vaughan
Financial Adviser
Qualified adviser with expertise in mortgages and protection. Recognised for client-focused approach and comprehensive market knowledge, delivering tailored solutions since joining the firm.
Questions
What services do you offer?
We provide mortgages, equity release, pensions, investments, and business/family protection advice.
How are you different from other advisers?
We combine local expertise with whole-of-market access for tailored financial solutions.
Do you offer a free initial consultation?
Yes, we provide obligation-free consultations to discuss your financial objectives.
Which areas do you serve?
We operate across Sutton Coldfield, Birmingham, Walsall, Tamworth, and surrounding areas.
