Blackroot Financial Planning

Independent Financial Adviser  The Jewellery Business Centre, Birmingham, West midlands, B18 6DA
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FCA authorised
Last authorised 14th September 2020
My clients appreciate my approach and ability to understand their individual circumstances, and skill in identifying areas that need attention.
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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Bad credit
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Building your home
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Buy my next 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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Equity release
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High loan to value
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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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OEICs
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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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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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Small business
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Capital gains tax
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Estate planning
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Income tax
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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
Meet our advisers
Simon Burchell BA (Hons), DipFA, CeRER, LTCI, CeMAP
Owner / Independent Financial Adviser
About us

A few words from a client...
"I took early retirement in 2012 and Simon was recommended by a friend to advise me on my pensions and investments. At our first meeting he immediately made me feel at ease and confident about investing my money. 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, West Midlands, Retired

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Jewellery Business Centre, 95 Spencer Street, Birmingham, B18 6DA

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