Independent financial planning for the long-term
We are 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.
Another Eastcote Wealth colleague celebrated a significant milestone recently. Staff marked Operations Director John Ruddick’s 50th birthday with cake and Prosecco in the sunny courtyard of Eastcote Court. John then spent the day enjoying his favourite activity – a round of golf.by Read More
Congratulations to our lead Mortgage Adviser, Debbie Lavender, on passing her PFS approved Certificate in Equity Release (CerER). She is now authorised to give advice in this rapidly changing area of financial planning. There has been a rapid move away from the old-style, very expensive equity release products in the market. Gone are the days...by Read More
Growth in British services companies slowed in July by more than expected, raising further questions about the Bank of England's decision to raise interest rates before Brexit, a survey showed on Friday.August 03, 2018Read More