Blackroot Financial Planning

Independent Financial Adviser  Cornwall Buildings, Birmingham, West Midlands, B3 3QR
First meeting at adviser's own cost
I am passionate about providing Independent Financial Advice to suit your individual needs and objectives, and delivering advice to you in a clear and simple manner.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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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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OEICs
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Socially responsible investments
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Unit trusts
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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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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 11th October 2021
Meet our advisers
MR Simon Burchell BA (Hons), DipFA, CeRER, LTCI, CeMAP
Owner / Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

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
Simon is an intelligent and conscientious individual. The services that he is able to provide are bespoke to the needs of the individual or Company in question and are only offered after much discussion. Simon possesses a level of integrity and foresight in keeping with his role and I would highly recommend him to both businesses and individuals seeking a professional financial advisor.
Matthew, Warwickshire
Simon is a very pleasant personable advisor. He is kind and takes time to listen to your individual needs. He gives very thorough advice and is certainly not a pushy person. Everything he does he backs up with appropriate literature. I recommend him without hesitation or reservation.
Paul, Lichfield
I have worked with other IFAs in the past, however with Simon I feel he is genuinely interested in my finances and how to maximise them. We have regular reviews initiated by Simon and he also provides useful updates on financial changes. My conversations with Simon are always two-way, it is easy to talk to Simon about money and business. During our conversations we may discuss matters that effect either one of us and Simon listens and acts upon suggestions.
Karen, Lichfield
At the heart of Simon’s business is his client focused approach. It is expected that he is an expert in his field, but what makes him stand out is his committment to providing an excellent service.
Andrew, Birmingham
Simon gave some valuable advice to our clients for Pension & Investment advice. He was very professional in his approach and we had very good feedback from our clients. His knowledge is exceptional in the Pension & Investment market and we highly recommend him to anyone seeking advice for Pension & Investments.
G & H, Bromsgrove
Simon methodically talks through each area of financial planning – he spent time understanding my current position and then explaining areas for consideration. He has an excellent professional manner – I felt as if he had a strong understanding of each area we covered and communicated in a very positive way.
Garry, Surrey
took early retirement in 2012 and also relocated from Essex to Birmingham. Simon was recommended by a friend to advise me on the investment of funds that I had after completing the purchase of my new property. At our first meeting he immediately made me feel at ease and confident about investing my money. I subsequently sought his advice about my pension arrangements and have now obtained a much more flexible scheme that suits my needs. I have regular reviews of my finances and feel re-assured that if my current investments were not meeting my needs Simon would source suitable alternatives. Simon is friendly, approachable and very professional and I would have no hesitation in recommending him to others.
Hilary, Birmingham
Simon provided me with financial advice during my divorce 6 years ago and continues to manage my investments. The services of a financial advisor were essential as I had a pension share to invest which I would not have been able to manage on my own. His support in guiding me through the financial aspects of the divorce were invaluable, at a difficult time. A good Financial Advisor is as important as a good solicitor in navigating the divorce process and I would highly recommend Simon.
Veronica, Solihull
I have known Simon Burchell ever since my divorce. My solicitor advised that I sought his counsel and services – advice that I am delighted to have taken. Simon took time to form a relationship such that, I now understand, he was able to better understand my own issues and needs. His advice has been sound and I feel that I cannot do anything more than to say that I am delighted at the outcome. He has been responsive, helpful, and (as one actually needs an advisor who performs) has enabled my finances to get back onto a sound footing. He has always planned for the long term, has planned effectively with no fuss and, most importantly, has planned to ensure that my needs have been met. I have no hesitation in commending Simon to anyone.
Charles, Solihull
Simon is an outstanding advisor. He he a very pleasant personable advisor. He is kind and takes time to listen to your individual needs. He gives very thorough advice and is certainly not a pushy person. Everything he does he backs up with appropriate literature. I recommend him without hesitation or reservation.
Phil, Lichfield
About us

I have been advising and running my own business for over 14 years, and have always been passionate about delivering advice in a clear and simple manner.

Not only can financial planning help you protect and build your assets, it can assist you in making the most of your investments and in securing your and your family’s long-term future.

Our services

Most of my time is spent advising clients on their pensions and retirement plans, along with their long term investment plans.
I also work with small and medium sized businesses and cover a wide range of insurance products too.

Where to find us
Head office address: Cornwall Buildings, 45-51 Newhall Street, Birmingham, B3 3QR
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
Response rating
9.0/10
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FCA authorised
Last authorised 11th October 2021

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