Blackroot Financial Planning

Independent Financial Adviser  The Jewellery Business Centre, Birmingham, B18 6DA
First meeting at adviser's own cost
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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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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Critical illness
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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
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

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

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
£251,000
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

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