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Acclaimed Mortgage Consultancy

(50)

Life Insurance, Buildings and Contents Insurance, Critical Illness Insurance

“The most helpful service. I can't recommend them enough. We were first time buyers and they helped us every step of the way! Using Acclaimed Mortgage Consultancy will make the process a million times easier for you.”

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Lucent Financial Planning

(50)

Mind
Well-Being
Understand

“Very professional and friendly. my advisor Luke James comes to my home which is very helpful and gives me very good advice and support with my finances and needs.”

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MWS Financial Advisers Limited

(50)

Advice
Solicitors
Remortgage

“I've been a customer of MWS for a number of years now and would highly recommend them. Excellent customer service, expert advice and I always feel that they are doing their very best to assist me. Thanks again Ollie for your help with my recent remor...”

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Derek Mills Wealth Consultancy

(27)

Decisions
Ethical
Investment

“Derek has always been a calm, authoritative voice guiding us through the maelstrom of investment management and estate planning. His support team are friendly and efficient and overall we have been very happy with the service we have received from DM...”

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Lakeside Financial Services

(13)

Equity Release, Protection, Mortgages

“Andrew was super helpful. Our mortgage was complex and required lots of additional work. He was patient, efficient, always available and very nice to work with. I would highly recommend him.”

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Ernest Grant

(11)

“I've found Ernest grant to be most professional and trustworthy on the numerous times I have sort there advice . The guys who work here know the regulated financial services world in side out and I cannot recommend them enough . They are down to ...”

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Capelin Financial Management Limited

(11)

Pensions
Strategic
Advice

“Derek Capelin and his team have been looking after my financial affairs for over 30 years, initially during my working life and subsequently during retirement. His friendly advice has always been guided by shrewd assessment of the latest vagaries of ...”

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Capital Wealth Partners

(15)

Investments, Pensions, Estate Planning

“Very helpful and speedy answer to my query about Lifetime Allowance for pensions. I feared I would be caught, but my mind has been put at rest! Thank you”

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Prime Wealth

(1)

“I can highly recommend their services.”

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Senate Financial Planning

(11)

Pensions
Mortgage

“Highly recommend - Tom has helped us through our first mortgage process and made everything simple, easy & stress-free. Excellent service from start to finish and I will 100% be using Senate & Tom again in the future”

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Newbold Wealth Management

“As a firm of inter-generational advisers, incorporating inter-generational planning is a valuable part of our strategy in helping our clients and their family. We aim to provide our clients with resolutions to enable you to feel in control of your fi...”

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Karl Badrick

(9)

Financial Advice

“I've been with Karl Badrick for around 14yrs now and,have always had a very professional service from him and he's always been very approachable and contactable when needed. Would highly recommended his services to anyone who wants financial advice/a...”

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Heritage I F A

“Here at Heritage we work with individuals and businesses across a wide range of financial services to strengthen their economic positions through intelligent investments, tax mitigation and long term strategic planning.”

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Hbfs Equity Release

“Equity Release Mortgages are a simple subject, made complicated by jargon. Our task is to ensure that all barriers to understanding the options available to you are completely removed. We search the all of the products on the market to select the rig...”

FAQs

What is equity release?

Equity Release allows you to unlock the equity in your home without having to sell up and move out so that you can have money to spend on whatever you want or need. An equity release plan is potential retirement planning option for homeowners

Is equity release right for me?

To allow us to answer that question accurately, we will need to talk to you and we can do this in your own home, with a family member in attendance if you wish to make you feel as comfortable as possible Whilst thousands of people do benefit from equity release there are several points to consider before entering into any plan and in some circumstances there are other options that could provide what you are looking for.

How safe is Equity Release?

Many people ask if equity release is safe and are worried that they will lose their home as a result of taking out an equity release plan. You WILL NOT lose your home as long as you take out an equity release plan endorsed by the equity release council (SHIP), or one that offers the same guarantee, as this means you will retain the right to remain in your property for life providing it remains your main residence. HBFS is regulated by the FSA and only recommends equity release products endorsed by the equity release council (SHIP) or those with the same set of guarantees.

Why take independent equity release advice?

There are several equity release plans to choose from and choosing the right one for your specific circumstances is vital because it could result in considerable long-term savings. The FSA states that should you opt not to take independent financial advice and go onto choose an unsuitable equity release scheme then you will have fewer grounds for complaint. HBFS is regulated by the FSA and provides independent financial advice especially on equity release.

Are there different types of regulated equity release?

Yes; there are three different types of regulated equity release, each of which will be fully explained to you during your initial consultation and we will show you clear examples of how each of them work. Lump sum lifetime mortgagesLifetime mortgage with flexible cash releaseHome reversion plans

We do have more answers on the FAQ page on our website.

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Debrett's Private Finance

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Hearnden & Weston Wealth Management

(3)

“Rick and the team were amazing and made the process of buying our first home an easy and pleasant experience. Cannot recommended enough!”

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A S J Financial Services

(1)

“Professional, reliable and very knowledgeable. As an owner of a number of SMEs I've been using ASJ for several years and have always felt assured that my business is in safe hands. Would not hesitate to reccomend them. Positive Professionalism”

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Ashley Independent Financial Advisers

(1)

“Richard is extremely professional and trust worthy. He has been managing my portfolio for many years and have no reservations in recommending Ashley IFA. Positive Professionalism”

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Money Doctor Financial Planning

(1)

“We recently used Money Dr for help with our Mortgage and our advisor Gavin could not have been more supportive. As first time buyers the process can be confusing and sometimes overwhelming, but having someone like Gavin at Money Dr on your sides make...”

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Eastcote Wealth Management

“Eastcote Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register ( Eastcote Wealth Management has no control or responsibility for the pages you are about to access, o...”

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Internal Control

“Internal control is a process for assuring achievement of an organisation's objectives by providing reliable financial reporting, compliance with laws, regulations and policies and ensuring that controls are operating effectively and efficiently.”

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Delta Planning

“Our clients include: Prologis, A.C. Lloyd, SEGRO, Hartford Homes, Deeley, Birmingham City University, Trebor Developments, The University of Wolverhampton, Simons Developments, Tritax, Goold Estates, Aston University, Dudley College, Maximus, Bloor H...”

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Alpha Partnership

“Life assurance cover protects you against unforeseen life events, and allows you to secure your family's financial future in the event of your death. Includes Level Term and Decreasing Term Insurance, as well as Critical Illness and Income Protection...”

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Central Financial Planning

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Average Cost	£3738
Minimum cost	£1247
Maximum cost	£10591
Avg Per Hour Rates	£376

Best Financial Advisors in Solihull

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Solihull area.

Acclaimed Mortgage Consultancy

Lucent Financial Planning

MWS Financial Advisers Limited

Derek Mills Wealth Consultancy

Lakeside Financial Services

Ernest Grant

Capelin Financial Management Limited

Capital Wealth Partners

Prime Wealth

Senate Financial Planning

Newbold Wealth Management

Karl Badrick

Heritage I F A

Hbfs Equity Release

Debrett's Private Finance

Hearnden & Weston Wealth Management

A S J Financial Services

Ashley Independent Financial Advisers

Money Doctor Financial Planning

Eastcote Wealth Management

Internal Control

Delta Planning

Alpha Partnership

Central Financial Planning

Retirement Planning and Investment Management Services in Solihull Cost Estimates

Why these companies made our list

Wealth Management Advisors near Solihull

Popular in Solihull