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.
Socially Responsible Investing (SRI) has certainly gained a lot of attention over the last 18 months. Concerns over climate change, the high profile of Greta Thunberg, and even Covid 19 have focussed the thoughts of investment managers, advisers and investors on whether their investments are making a positive impact on the world. Fund management companies...by Read More
Relevant Life Plans are an insurance against crises of many kinds – Birmingham Post article 21.05.2020
Covid 19 is not discriminatory – it is capable of taking out anyone. And that can mean money troubles for the family left behind. So at times like these a Relevant Life Plan (RLP) couldn’t be … well, more relevant. It is in essence a life insurance scheme which allows firms to provide an individual...by Read More
Eastcote Wealth Management has no control or responsibility for the pages you are about to access, or to where any subsequent links may take you.January 01, 1970Read More