Based in mid Warwickshire, Sentinel Private Clients Limited specialise in providing financial planning advice to private individuals, business owners and companies. Although our clients are predominantly based in and around the Midlands we also provide a service to clients who are based nationally.
Sentinel Private Clients Limited is an appointed representative of In Partnership the trading name of The Whitechurch Network Limited.
We are pleased to provide investment related business on a fee basis and non-investment protection business on either a fee or commission basis.
We enjoy a long term professional relationship with the majority of our clients, where we know and understand each other well, which ultimately leads to a mutual trust.
We maintain a high level of technical expertise and hold advanced financial planning qualifications, including the Certified Financial Planner qualification from the Institute of Financial Planning and advanced Financial Planning and Pensions Qualifications from the Chartered Insurance Institute.
An initial exploratory meeting is provided without charge or obligation in order to establish the suitability of the services that we offer.