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 Stars Take on 3 Peaks Challenge for Prince’s Trust

Four colleagues of EWM along with people from other local companies, will be attempting the 3 Peaks Challenge in August 2018 in aid of The Prince’s Trust. The group called: “We thought this was a 5K!” is made up of 11 intrepid and unhinged individuals who will be attempting to climb Ben Nevis, Scafell and...
March 5, 2018 by Robert Kenyon Read More
Too many lack an understanding of money (Birmingham Post Article 11.01.2018)

Financial illiteracy has long been an issue but, according to Old Mutual Wealth’s Jane Goodland, it is now an epidemic. The problem is – what to do about it? There have been plenty of initiatives in recent times but none seem to be making much impact. So how bad are things? Last May a study...
March 5, 2018 by Trevor Law Read More
Few Britons expect Bank of England to raise rates next month - survey
LONDON (Reuters) - Expectations among the British public for higher interest rates in the near future cooled in mid-April, even before comments from Bank of England Governor Mark Carney last week muddied the outlook, a survey showed on Monday.

April 23, 2018Read More

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Independent financial planning for the long-term

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Eastcote Wealth Stars Take on 3 Peaks Challenge for Prince’s Trust

Too many lack an understanding of money (Birmingham Post Article 11.01.2018)

Few Britons expect Bank of England to raise rates next month - survey