Independent financial planning for the

West Midlands

Staffordshire, Warwickshire, Shropshire, Herefordshire, and Worcestershire

IFA in the West Midlands

Get in touch

Call and speak to one of our team, to arrange an appointment or find out more

Our Edgbaston team includes Chartered financial planners who look after clients from Shrewsbury to Stratford upon Avon, Worcester to Wolverhampton and Leamington Spa to Telford.

Simon Redhead and the Wealth Solutions (UK) team joined Amber River in March 2021. They’ve been providing tailored wealth solutions to clients across the Midlands since the 1990s.

Their qualified financial specialists are committed to helping you build wealth across your working lifetime to enjoy later in life, and pass on to loved ones. They also aim to contribute positively to their local community, supporting local charities.

Our services

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Money

  • Savings & Investment planning
  • Portfolio management
  • Investment Bonds
  • Individual Savings Accounts (ISAs)
  • OEICs
  • Unit Trusts

Retirement

  • Saving for a Pension
  • Annuities
  • Drawdown
  • Equity Release

Peace of mind

  • Life Assurance 
  • Income Protection
  • Mortgage Protection
  • Critical Illness cover
  • Private Medical Insurance

Legacy

  • Estate Planning
  • Will planning
  • Inheritance Tax

Home

  • First time buyers
  • Remortgages

Long Term Care

  • Care Home fees planning

Business

  • Employee Benefits
  • Key Personnel Insurance
  • Succession planning
  • Shareholder Agreements
Meet the team

Here are just some of the faces and stories behind our Edgbaston team.

Simon Redhead Managing Director

Simon Redhead

Simon Redhead and the Wealth Solutions (UK) team joined Amber River in March 2021. They've been providing tailored wealth solutions to clients across the West Midlands since the 1990s.

Their qualified financial specialists are committed to helping you build wealth across your working lifetime to enjoy later in life, and pass on to loved ones. They also aim to contribute positively to their local community, supporting local charities.

Chartered Financial Planner

Tim Forsyth

Tim has extensive experience in Financial Services, joining the industry in 1980 with a Building Society, then specialising in mortgages. He continues to advise clients whilst mentoring his younger colleagues through their examinations to achieve Chartered status. He specialises in pensions, investments and financial planning for wealth preservation across generations.

Tim is a keen squash and racquetball league player at Solihull Arden Club and also helps to organise the annual club championships. He takes an annual pilgrimage to the Isle of Man for the TT races, where he rides his motorcycle at ‘a more sedate pace than the professionals’. His family life is based in Solihull with his wife Jackie and their son Daniel.

Dan Baylie Financial Planner

Dan Baylie

Dan is a Financial Planner with over a decade of experience in the financial services and consultancy industries. He started his financial career as an Actuary, working with FTSE 350 companies on their final salary pension schemes. He has since used this experience to advise clients on a more personal level building long term relationships whilst continuing to advise smaller companies. 

Outside of work, Dan spends time with his young family and loves the creative challenges and frustrations of DIY projects.

Ian MacVarish Financial Planner

Ian MacVarish

Ian has worked in financial services for over 20 years and was one of Nationwide Building Society’s youngest Financial Planning Managers before moving into an Area Manager role managing and coaching experienced teams of Financial Advisors.

The transition into the IFA world allowed Ian to use my advanced financial planning qualifications to advise both individual and corporate clients on more complex planning strategies.

Outside of work he spends most of his time with his wife Natalie and their two children, Oscar and Lillie. He spends any free time playing golf at Leamington & County Golf Course. 

Kelly Russell Financial Planner

Kelly Russell

Kelly started in Financial Services as an administrator straight after university over 15 years ago and continued studying, passing her Diploma level exams and a couple of advanced level qualifications just for fun!

She loves speaking to people and building relationships with clients to help them through the various journeys that life takes us on.

David Glasbey Financial Planner

David Glasbey

David has over 30 years’ industry experience, allowing him to cover all the key aspects of individual and corporate financial planning.

Diverse personal and family interests outside of work mean he is heading towards a busy and fulfilling retirement in 2022.

Steve Elliott Financial Planner

Steve Elliott

Steve has worked in Financial Services for over 25 years, spending more than 20 of those as an Adviser and Area Manager at Nationwide Building Society. He moved into the IFA world to be part of a smaller and growing company. Steve is able to advise on all aspects of financial, investment and retirement planning, and is driven by making a difference.

Steve lives locally in Bournville, and when not working, spends time with his wife Lynz. They are both kept very busy by their three children, Neve, Joe and Mia, never a dull moment!

Melissa Reid

Melissa has been in the financial services sector since 2009 and is dedicated to helping customers achieve their financial objectives, whether it's budgeting for life events, school fee planning, or the retirement lifestyle they desire. Melissa has a wide career that includes working for a boutique IFA in Mayfair, helping corporate clients structure pension schemes, working for an alternative investment provider specialising in renewable energy portfolios, and management within a global financial services organisation. Melissa can assist with ethical investments and believes it is critical to transition to a more long-term investment strategy for future generations.

Melissa is married to Johan, and the two of them have two wonderful children, Evie and James. They enjoy travelling together, and she has an advanced scuba diving certificate, which she adds to her dive log whenever she has the opportunity. She enjoys discovering new walking routes to explore, baking (though it is not a strength), and meeting friends and family when she is not chauffeuring her children to various clubs and sports events.

Mark Pritchard

Mark has worked in Financial Services since 1995 having previously worked in personal and business banking roles.

Mark is able to advise on all aspects of financial, investment and retirement planning. Mark lives near Worcester and when not working spends time with his wife Julie and their three children, Becky Dan and Lucy. He also spends some of his free time playing golf at Churchill & Blakedown Golf Club.

What our clients say

You can have total trust in our team

We have worked hard over the years to achieve the gold standard in financial services: Chartered status. We are also members of ThreeSixty, who provide additional compliance and business support to our in-house compliance team. 

Chartered Financial Planner
You can have total trust in our team

We have worked hard over the years to achieve the gold standard in financial services: Chartered status. We are also members of ThreeSixty, who provide additional compliance and business support to our in-house compliance team. 

We have worked hard over the years to achieve the gold standard in financial services: Chartered status. We are also members of ThreeSixty, who provide additional compliance and business support to our in-house compliance team. 

The process we follow
Amber River's Process
Small, but important print

We adhere to the FCAs principles of Treating Customers Fairly (TCF). Read more here

Wealth Solutions (UK) Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 478217 http://www.fca.org.uk/register.

Wealth Solutions UK Ltd. Registered as a limited company in England and Wales under company number 06458184. Registered Company Address: 15 Frederick Road, Edgbaston, Birmingham, West Midlands, United Kingdom, B15 1JD.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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