Independent Financial Advisers in Solihull
Autumn at Brookvale Park, Erdington – a peaceful spot just north of Solihull by Manuel Perez Galavis
We’re financial advisers in Solihull, West Midlands, offering Financial Planning and Investment Management with a long-standing commitment to the people and communities we serve.
Our people, our processes, and our purpose are all built around you – with fully independent, FCA-regulated advice shaped to support your goals at every stage of life.
Since joining Amber River in 2021, our Midlands team – formerly Wealth Solutions (UK), Bourne Taylor Neville, Unity Financial Planning, and Barrington Jarvis – has grown to support individuals and families across the region, helping them feel more in control of their finances today, and better prepared for the future.
At Amber River, we believe financial advice should be as personal as your goals. That’s why we focus on building long-term relationships based on trust, clarity, and shared direction – helping you feel confident about the decisions you make, now and in the future.
As part of the Amber River Group, our Solihull team brings together experienced, independent financial planners who are passionate about helping people plan for the life they want. We listen first, understand what matters most to you, and then create a bespoke financial plan shaped entirely around your needs.
From retirement and investment planning to estate management, protection, and business advice, our FCA-regulated advisers in Solihull offer thoughtful, independent guidance that evolves with you. Because financial planning isn’t just about wealth – it’s about peace of mind, protecting what matters, and making life’s big decisions with confidence. We’re Amber River – and we go beyond financial advice.
This is Life Landscaping®.
Book a call with one of our specialists – at a time that suits you.
There’s no cost to you, and no obligation.
Book a free call with one of our specialists – at a time that suits you.
Choose a time that works for you and get straightforward advice with no obligation.
Why Choose Our Solihull Financial Advisers?
Our financial advisers offer bespoke solutions to help you achieve financial security. Whether you’re looking for investment advice or expert pension planning, we provide trusted, professional support.
- FCA-Regulated & Independent – Professional, impartial advice with your interests at the core
- Experienced Local Team – Knowledgeable financial planners based in the West Midlands
- Personalised, Long-Term Approach – Advice that evolves with you through every life stage
- Accessible Support – In-person or virtual meetings, tailored to your preferences
- Complete Financial Planning – Pensions, investments, inheritance planning, and more
- Free Initial Consultation – A no-pressure first meeting to explore how we can help
- Ongoing Partnership – A trusted adviser for your financial journey
Meet Our Solihull Financial Advisers
Here are just some of the faces and stories behind our Solihull financial advisers.
Managing Director
Chartered Financial Planner
Operations Director
Director, Financial Planner
Director, Financial Planner
Finance Director
Director, Chartered Financial Planner
Financial Planner
Financial Planner
Chartered Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Director
Chartered Financial Planner
Independent Financial Planner
Why clients in Solihull trust us
We’re proud of the relationships we’ve built and the trust we’ve earned – by being transparent, listening carefully, and delivering advice that’s genuinely tailored to each client.
Financial Advice We Offer
Our advisers offer personalised financial planning support, designed around your goals, values, and ambitions. Whether you’re just getting started or planning for retirement, we’ll work closely with you to build a clear, confident financial roadmap.
Pension & Retirement Planning
- Maximising pension savings
- Pension drawdown & annuity guidance
- Sustainable retirement income strategies
IHT & Estate Planning
- Inheritance tax strategies
- Trusts & long-term wealth protection
- Passing assets efficiently to the next generation
Investment & Wealth Management
- Creating tax-efficient investment portfolios
- ISAs, stocks & shares, and ethical investments
- Risk-managed investment solutions
Mortgage & Protection Advice
- Life insurance & income protection
- Equity release & later-life financial planning
- Mortgage & remortgage advice
Looking for advice today?
Take control of your financial future with guidance from our trusted Solihull-based independent financial advisers. Whether you need pension planning, investment advice, or mortgage support, we’re here to help.
✅ Free initial consultation – no obligation
✅ Local & FCA-regulated financial experts
✅ Bespoke advice tailored to your goals
Fill out the form and one of our advisers will call you back at your preferred time.
Prefer to speak now? Call us on 0121 759 0330
Speak to a financial adviser in Solihull today, simply leave your details and we’ll be in touch.
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FAQs
Got Questions About Financial Planning? We’ve Got the Answers
How much does financial advice cost?
Our pricing is transparent and tailored to your specific needs. All costs are explained upfront, with no hidden fees – and we only work with clients where we can make a meaningful long-term difference.
What does an independent financial adviser (IFA) do?
An IFA offers independent advice across the whole market. That means you get recommendations based on what’s best for you – not restricted by a panel of providers or in-house products.
How do I find a reliable financial adviser in Solihull?
Always choose an adviser who is FCA-regulated and experienced in the local area. Our Solihull team offers a free initial consultation so you can ask questions and explore your options. Use our ‘Find an Adviser’ tool to get started.
What services do your Solihull advisers offer?
We provide personalised advice on pensions, retirement planning, investment strategies, estate planning, mortgage advice, protection, and employee benefits – all shaped around your goals and life stage.
Can you help with investment advice in Solihull?
Yes. Our advisers offer strategic investment advice – including ISAs, stocks and shares, sustainable portfolios, and long-term financial growth plans – tailored to your risk profile and objectives.
Are your Solihull advisers FCA-regulated and chartered?
Yes. Every adviser is authorised by the Financial Conduct Authority (FCA), and many are Chartered Financial Planners – a mark of professional excellence and ethical standards.
Do you offer free consultations in Solihull?
Yes. You’re welcome to book a free, no-obligation consultation in person or online. It’s a chance to talk through your needs and find out how we can support you.
Can I get financial advice remotely from Solihull?
Absolutely. We offer remote advice via secure video calls, phone, and digital tools – ideal if you prefer flexible financial planning from home or on the go.
Do you serve areas outside Solihull, like Birmingham or Stratford-upon-Avon?
Yes. While Solihull is our base, we also support clients in Birmingham, Stratford-upon-Avon, Coventry, Leamington Spa, and throughout the West Midlands.
Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF). Read more here
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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.
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