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.

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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)

Eastcote Wealth to support SIFA Fireside as chosen charity in 2020

Eastcote Wealth Management has decided to support SIFA Fireside as our designated charity for 2020. The Digbeth-based organisation one of the region’s leading charities helping homeless people in Birmingham and the wider West Midlands. They provide a wide range of facilities including daily meals and showers, as well as providing support on housing, health, benefits...
January 22, 2020 by Robert Kenyon Read More
Lessons need to be learned from Woodford debacle – Birmingham Post article 14.11.2019

The Neil Woodford collapse is a sorry saga. It should act as a wake-up call to investors to really do their homework and to understand exactly what they are invested in. Or adopt the multi-manager approach where you may have perhaps 30 fund managers within one fund so offering genuine diversification, ongoing monitoring, use of...
January 15, 2020 by Robert Kenyon Read More
UK watchdog begins two-year crackdown on financial advisersEastcote 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 markets watchdog told financial advisers on Tuesday they face a two-year crackdown to stop unsuitable advice, investment scams and excessive fees.

January 22, 2020Read More

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Eastcote Wealth to support SIFA Fireside as chosen charity in 2020

Lessons need to be learned from Woodford debacle – Birmingham Post article 14.11.2019

UK watchdog begins two-year crackdown on financial advisersEastcote Wealth Management has no control or responsibility for the pages you are about to access, or to where any subsequent links may take you.