Expert Financial Planning for the Bigger Picture CHARTERED FINANCIAL PLANNERS

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.

Private Client

Pensions
Investments
Family Protection
Mortgages
Estate Planning
General Insurance

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Chartered Financial Planners We are extremely proud to have been awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute (CII)

Coronavirus: A Message From Eastcote Wealth Management

The Coronavirus outbreak has clearly created a great deal of uncertainty around the world. Eastcote Wealth Management’s main priority at this time is the health and wellbeing of our clients, colleagues, business connections and the wider population. We have robust business continuity plans in place so, although we have reduced face-to-face contacts with clients, partners...
March 19, 2020 by Robert Kenyon Read More
Eastcote Wealth Snowdon Charity Climb

A big thanks to all the Eastcote Wealth staff who have volunteered to climb Snowdon for charity this summer. The climb will take place on 4th July and all funds raised will go to SIFA Fireside, the leading Birmingham homeless charity and EWM’s chosen charity for this year. Pictured are some of the intrepid group:...
February 12, 2020 by Robert Kenyon Read More
One in five Britons fear a coronavirus depression - YouGovEastcote Wealth Management has no control or responsibility for the pages you are about to access, or to where any subsequent links may take you.
One in five people in Britain fear an economic depression because of the impact of coronavirus and a further 52% expect the country's economy to be in recession within a year, a poll by YouGov showed on Monday.

March 30, 2020Read More

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Independent financial planning for the long-term

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Coronavirus: A Message From Eastcote Wealth Management

Eastcote Wealth Snowdon Charity Climb

One in five Britons fear a coronavirus depression - YouGovEastcote Wealth Management has no control or responsibility for the pages you are about to access, or to where any subsequent links may take you.