Atwal Wealth Management

Independent Financial Adviser  968 Warwick Road, Solihull, B91 3HN
First meeting at adviser's own cost
Growing and Protecting Your Wealth in the safest possible way using Goal Based financial Plan
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Harpreet Atwal Bsc Hons.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Sukhi Atwal

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
We have consulted Atwal Wealth on numerous occasions regarding a variety of financial queries over the last five years. We have always received exceptional timely advice, coupled with a professional and friendly service. They are always willing to go the extra mile in order to find solutions to financial issues which we have encountered. Would highly recommend the team to anyone seeking financial advice.
Sandeep S, Birmingham
I'd like to extend my thanks and gratitude for a very professional, honest and open service received by Harpreet. I've a plan based on my goal and looking forward to seeing where this leads. I cannot stress the importance of professional advice for everyone. You just don't know what you don't know.....
Kelly V, Birmingham
Great team, great knowledge, they took the time to understand the whole picture before offering advice
Andrea L, Birmingham
About us

We care for your money like its our own. We work hard to establish objectives and dig deep to understand exactly what it is you wish to achieve in the long term.

Our services

Growing and Protecting Your Wealth in the safest possible way using Goal Based financial Planning.

We have developed our own method of clear financial planning using our Unique Atwal Wealth Hierarchy of needs. Call us now and book in a free review to let us show you how we can help build your future.

Where to find us
Head office address: 968 Warwick Road, Solihull, B91 3HN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021

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We're experts, we care, we're here so you can protect the life you love.