Cross Point Financial

Who We Are

Cross Point Financial is a trusted financial planning and advisory firm based in Solihull, near Birmingham. Established in 1978, we have been guiding individuals and businesses towards financial security for over four decades. With a team of experienced and qualified financial advisors, we provide bespoke and tailored solutions to meet your unique financial goals.

Our Philosophy

We believe in building long-term, collaborative relationships with our clients. By understanding your individual circumstances and aspirations, we tailor our approach to offer relevant and practical financial planning solutions. Our goal is to empower you to make informed financial decisions and achieve your financial goals.

1. Business Protection

• Risk assessment and mitigation strategies
• Business continuity planning
• Key person insurance
• Employee protection plans

2. General Insurance

• Comprehensive review of your current coverage
• Guidance on finding the right insurance products for your needs
• Claims management support

3. Investments & Retirement Planning

• Investment planning and portfolio management
• Pension review and optimization
• Retirement planning and inheritance strategies

4. Mortgages & Financial Planning

• Mortgage advice and comparison
• Debt management strategies
• Financial planning to achieve your property goals

5. Financial Reviews & Planning

• Comprehensive review of your financial situation
• Identification of potential areas for improvement
• Development of a tailored financial plan and strategy

Our Expertise

Our team of experienced financial advisors possesses extensive knowledge and expertise in various financial areas, including:

• Mortgage and asset financing
• Investment and wealth management
• Retirement planning
• Business insurance
• Estate planning and inheritance

Our Commitment

Our commitment to providing exceptional client service is reflected in our:

• Personalized and tailored approach
• Open and honest communication
• Accessibility and responsiveness
• Strong emphasis on client education and empowerment

Get Started Today

If you're looking for trusted and reliable financial planning guidance, get in touch with Cross Point Financial today. We look forward to partnering with you on your journey towards financial success.