Connect with Top-Rated Financial Advisers in Solihull!

Hearnden & Weston Wealth Management Ltd offers tailored financial planning to individuals, families, and businesses, providing a wide range of services to build, grow, protect, or preserve wealth. With a strong focus on building long-term relationships based on trust, integrity, and professionalism, the company provides high-quality advice on various aspects of wealth management to help clients achieve their financial goals.

At Heritage (now known as Verso Wealth Management Solihull), we work with individuals and businesses across a wide range of financial services to strengthen their economic positions through intelligent investments, tax mitigation, and long-term strategic planning. Our decades of experience combined with a desire to give you honest, clear, and effective advice ensure that you receive the best financial support available.

Prime Wealth Planning Limited is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs. Our approach is what sets us apart. We simplify the complex, cut through the jargon and provide accurate, honest advice to help our clients prosper over the long term. We work with our partners to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm. Our services include Structured Approach, Independent Financial Advice, Financial Planning, Investment, Pensions and Retirement, Estate Planning, and Company Owners.

Haycock and Grice Financial Planning Ltd offers bespoke financial planning services to individuals, families, and businesses, helping them achieve their financial goals through tailored investment strategies, tax planning, and protection planning. With over 50 years of combined industry experience, our team of experts provides personalized financial planning services, empowering clients to make informed decisions about their financial futures.

At Bloomer Wealth Management, we take away the frustrations of financial planning. From our approachable, friendly team of professional advisers, we offer both personal attention and 30 years of experience to meet all your financial goals. Chris Bloomer, Director. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Meet the team We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do. Read more

Cross Point Financial is a financial advisory firm based in Solihull, near Birmingham, offering bespoke financial advice and planning services to individuals and corporate clients. From mortgage and life assurance advice to pension planning and business protection advice, our experts provide peace of mind through personalized guidance and tailored solutions. With a team dedicated to understanding your unique financial needs, we strive to build long-term relationships with our clients and adapt to their evolving circumstances. We offer comprehensive financial planning and advice services, including mortgage and pensions, insurance, and investment advice.

Central Wealth Planning Ltd is a multi-award winning fee-based financial planning and wealth management company, operating in the UK. We provide independent, unbiased financial planning services to individuals and businesses, specializing in areas such as wealth management, pensions and retirement, investments, family protection, and business advice. Our team of experts work closely with clients to understand their financial goals and develop tailored solutions to help them achieve financial independence and success. With our expertise, clients can expect personalized service, award-winning advice, and peace of mind, knowing that their financial future is in good hands.

Eastcote Wealth Management is a leading firm of Chartered Financial Planners based in Solihull, offering independent financial advice to individuals and businesses. Our unique approach to wealth management is centred around providing a holistic, personalised view of your financial aspirations for the long-term. Our experienced team of wealth managers look after every detail of your wealth, providing the highest level of unbiased advice, whilst never forgetting the importance of building a trust-based relationship over time. With a focus on private client services, including pensions, investments, family protection, mortgages, estate planning, and general insurance, we help our clients achieve their financial goals and secure their financial futures.

At Hampton James Financial Associates, we appreciate that you are unique, with your own financial ideals and goals, which is why we will tailor the services and recommendations that we make specifically to you. Our aim is to be your trusted partner in creating clear, tailored financial solutions through personal face to face advice. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We put our clients at the heart of everything we do. Read more about our services and how we can help you achieve your financial goals.

Select Wealth Management is a financial advisory firm providing expert advice to individuals, families, and businesses in the Warwickshire and West Midlands area. With many years' experience, our team of independent financial advisors, including Dean Rose and Mark Fortner, offer a wide range of services including investments, savings, mortgages, and protection. We pride ourselves on building long-term relationships with our clients, understanding their unique financial goals, and providing personalized guidance to help them achieve financial security. Whether you're looking to plan for retirement, manage debt, or simply feel more confident in your financial future, our experts are here to support you every step of the way.