1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. West Midlands
  8. breadcrumb-arrow
  9. Solihull
  10. breadcrumb-arrow
  11. Beyond Financial Limited.

Beyond Financial Limited.

Independent Financial Adviser  26 Haslucks Green Road, Birmingham, B90 2EL
check
FCA authorised
Last authorised 17th January 2022
Chartered and completely independent financial advice with over 20 years experience.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Meet our advisers
MR Tony O'Driscoll CFP, Chartered MCSI & Affiliate of STEP
Chartered Financial Planner, Managing Director
About us

We can help you to plan and positively manage your financial future. We are not tied to any providers meaning we can use the whole of the market to find the best solution for your personal situation.

Our services

We specialise in personal cash flow planning. Through income & expenditure, assets & liabilities, we help clients to live life without the fear of running out of money.

We guide our clients to reach their financial goals and make retirement a simpler and more achievable target.

Our long-term partnerships with clients are built around outstanding personal service and a common goal: successful futures.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

26 Haslucks Green Road, Shirley, West Midlands, Birmingham, B90 2EL

Similar advisers near you

Gardner Financial Management
Independent Financial Adviser 0.38 mi
I am a highly experienced financial planner, I specialise in helping individuals and families achieve their retirement and financial goals. All initial meetings are at no cost and can be conducted or phone or video.
 
See profile
Ashwood Law Wealth Management
Restricted - whole of market 0.73 mi
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.
 
See profile
Personal Touch Financial Solutions
Restricted - whole of market 0.8 mi
 
 
See profile
Succession Wealth
Independent Financial Adviser 0.92 mi
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
 
See profile