Atwal Wealth Management

Financial Adviser (Restricted Whole of Market) 968 Warwick Road, West Midlands, Solihull, B91 3HN
FCA verified
22nd October 2018
I offer diligent and careful protection of your hard earned money. What can I do to help?
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Harpreet Atwal Dip Fa, Bsc. Hons
Financial Advisor
Where to find us

968 Warwick Road, West Midlands, Solihull, B91 3HN

About us

We are a wealth management firm working in the main with business owners and retired individuals. The business was established in 2003. Our mission is to grow and protect your wealth financially. We also work to ensure we are growing your emotional and physical well being. We do this through our whole approach to financial planning. We don`t just look at the numbers. We get to know you, your family and your clear goals. We have 100% client retention and I believe this is down to the completely different way we approach financial planning.

We are able to advise on every aspect of financial planning, be it personal or business related.
We have have developed our own model of wealth planning- Atwal Wealth Hierarchy of Needs. All our advice is based on our strategy using this model, this allows for easier understanding of what can sometimes be a complex area.

Most importantly, we ensure we achieve your financial goals, we explain all choices carefully and ensure every client is supported long term with regular contact and email/ telephone support.

Our services

The area we excel is in tidying up an individual`s financial affairs and ensuring they have adequate and safe income in retirement. We build a robust and great long term plan with clients. We excel in pension and investment amalgamation, tidying up and most importantly getting better value for money in your investments. We have this down to a slick process and can within weeks produce a comprehensive report showing you what you are paying, your returns/ charges and any opportunities for improvement. If we don`t find any areas we will tell you.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Atwal Wealth Management is a trading name of Jai Atwal ltd. Company no. 05840915. Jai Atwal ltd. is an appointed representative of Openwork Ltd which is authorised and regulated by the Financial Conduct Authority

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