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)

EWM Supports Everest Adventure

Eastcote Wealth Management were very happy to sponsor John Barrett’s exhausting trek to Mount Everest Base Camp in aid of the Mary Ann Evans hospice charity. Congratulations John in making it to your goal and in raising over £46,000 for a very worthy cause. Mary Ann Evans provides specialised care, support and advice to patients...
November 19, 2019 by Robert Kenyon Read More
Abusing pension freedoms is simply not British (Birmingham Post article 15.08.2019)

Being steadfast, sensible and taking time to consider important matters is part of our national character … and that applies equally to financial challenges. So no surprise then that most, but not all, have taken pension freedoms in their stride. By and large talk of people blowing their pension pots on fast cars, luxury yachts...
October 21, 2019 by Robert Kenyon Read More
Brexit relief for UK economy might not last longEastcote Wealth Management has no control or responsibility for the pages you are about to access, or to where any subsequent links may take you.
Britain's economy will cast off some of the Brexit uncertainty that has held it back since 2016 after Prime Minister Boris Johnson's election triumph, but the risk remains of another "cliff-edge" showdown with Brussels in a year's time.

December 13, 2019Read More

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Independent financial planning for the long-term

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EWM Supports Everest Adventure

Abusing pension freedoms is simply not British (Birmingham Post article 15.08.2019)

Brexit relief for UK economy might not last longEastcote Wealth Management has no control or responsibility for the pages you are about to access, or to where any subsequent links may take you.