Our financial planning always starts with you.

Your life. Your goals. Your future. Here at Wealth Solutions, our aim is to help you and your loved ones achieve your best wealth potential.

Financial Planning

Money is a means to an end – helping you achieve your goals.

Money is a means to an end – helping you achieve your life goals. That’s why our financial planning always starts with you, getting to know your aspirations and crafting a tailored plan to help get you there.

At Wealth Solutions, we believe financial planning should tie the generations together – providing the best for you, your children and grandchildren. Whilst the future cannot be certain, we can help you create a road-map towards financial security and success for your loved ones.

Perhaps this involves optimising your tax position, pension and inheritance tax plan. It might include improving your investments, life insurance or a combination of all of these. Regardless of your needs, we can bring everything together under a clear, coherent plan…

The value of advice
The value of advice

Find out how professional financial advice can put your wealth and finances in a better position for the years ahead.

“Having moved to Wealth Solutions a number of years ago I have to say I have been very pleased and happy with the support services provided. The level of ongoing communication, particularly the regular financial reviews, have been very helpful and beneficial. Equally the administration support is first class in follow-through when contacted to sort out issues or assist with investment changes, exactly what is required from a IFA. I would highly recommend.”

JOM, Solihull
Our Holistic Approach

Make all aspects of your financial plan pull in the same direction.

Many people solve financial problems in isolation, such as a pension issue, creating a reactive approach. At Wealth Solutions, we believe in proactively building a plan for life’s different stages and situations, making you ready for whatever life may bring.

Our holistic approach to financial planning strives to integrate different aspects of your wealth and finances under the same goals. This means that what works for your pension also works for your taxes. It also works and fits with your estate plan and your investment plan, and so on. The result is a greater feeling of control over your finances, fewer unpleasant surprises and greater peace of mind. Nobody can predict the future, but all of us can better prepare for the likely (and unlikely) events it may hold.

The future is also, partly, what we make it. At Wealth Solutions, we help you manage your wealth and finances to help you enjoy the present, whilst laying a strong foundation for the future.

How can we help?

Contact us today and our friendly support team will reach out as soon as possible.

    Personal Wealth Solutions
    Wealth management
    Wealth management

    Make sure all aspects of your complex finances and wealth work together towards a common set of goals.

    Financial planning
    Financial planning

    Integrate your pension, investments, financial protection and other key areas into a coherent, long-term plan.

    Investment planning
    Investment planning

    Craft an investment plan which grows and preserves your wealth - maximising returns potential whilst limiting risk.

    Retirement planning
    Retirement planning

    Set a course for the retirement lifestyle you dream of, making sure you have enough money to sustain it for many years.

    Tax planning
    Tax planning

    Are you losing more money than necessary to tax? We can regularly review your income and estate to mitigate liability.

    Mortgages
    Mortgages

    As the biggest monthly expense for most people, getting the right mortgage is key. We can assist with finding the best deal.