Atwal Wealth Management

Independent Financial Adviser  968 Warwick Road, Solihull, B91 3HN
First meeting at adviser's own cost
Stop don`t look anywhere else! We are the region's no 1 Financial Advisor. We are here to help with those difficult financial decisions. The ones that really make a difference! Whether that is now or later in life they will come!
We can advise you on
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Annuity purchase
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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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Critical illness
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Income protection insurance
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Life 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
Meet our advisers
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

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.

What our clients say
Great team, great knowledge, they took the time to understand the whole picture before offering advice
Andrea L, 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
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
Very patient and understanding, supporting my sister and I in a long and difficult process. Feels like they do genuinely care about their clients. I would definitely recommend
Leanne Crooke, Tamworth
About us

We work on a philosophy of treating your money like it's ours. We would not advise you to do anything we haven't already done or are doing! We don't "product sell". Our company mission is growing and protecting your wealth. The decisions you make now even in selecting your firm to assist are so important. We will always endeavour to always to make the right financial decisions for you.

Harpreet and Sukhi are the financial advisors in this firm, backed by a world class team of administrators and paraplanners. Our team work hard to help you grow your money.

Harpreet Is a member of the prestigious Million Dollar Round table which aims to constantly ensure he is constantly receiving the best possible training to serve you better.

Ultimately we are here to serve you. We serve you through good planning and logical approaches to financial management. Please do get in touch for your no-obligation chat and we promise to choose or don`t choose us you will be left with an experience like no other. I always ensure that we give you a few key pieces of advice that will really make a difference to your financial planning.

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.

We offer

Financial planning
Corporate financial advice
Advice for landlords
Pension Advice
Pension Transfer Advice
Mortgage Advice
Wills and Trusts
Estate planning
Insurance services.

Ultimately we offer a wide range of financial planning services. Once you join the family office we will ultimately serve you with our full range or introduce to our range of trusted partners.

Life is about trust and we appreciate that initially we have to build a trusting relationship with yourselves.

We serve the community by appearing on various Panjabi Radio and TV Channels. See our Youtube link below for our show in Panjabi! Financial advice isnt easy to understand so it explanation of complicated products in a simple manner that works.

Thank you

Where to find us
Head office address: 968 Warwick Road, Solihull, B91 3HN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Atwal Wealth management is a trading name of Jai Atwal ltd which is registered in England & Wales no. 5840915. Registered Office at 968 warwick road, Solihull, B91 3HN. FCA no 403623

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