Coleshill Wealth Management

Restricted - Whole of Market  126 High street, Coleshill, B46 3BJ
First meeting at adviser's own cost
Thoughtful and unhurried financial advice for you, your family and your business. We specialise in working with clients on a 1:1 basis to ensure that their financial needs, both now in the years to come are proactively planned for.
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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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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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 risk
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Daniel Sperber
Financial Adviser

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.

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
We received exception service and are extremely happy with the advice and products that we have purchased with Daniels assistance. I do not feel that we could have received a better service as Daniel was always avaliable to speak to, email or even answer a text message at
Sam K, Birmingham
I would like to say Thank you to Daniel Sperber from Coleshill Mortgage Services. Daniel came out to our home in the evening - which was most convenient for us. He was very friendly and courteous, patiently explaining our options. Daniel also found a big mistake with the cover we currently had in place. Thanks to Daniels help and expertise we now have correct and more appropriate cover in place. He has been helpful throughout the process and made it really easy for us to engage. I would highly recommend him to my friends and family.
Ricky V, Birmingham
Daniel was clear, concise and very helpful at all levels so that I could understand my options on my pension plan. He was genial and patient with me so that I could make the best choice going forward. I would as a result of dealing with highly recommend him as he eased my worries.
Joe P, West Midlands
About us

Sound financial planning starts with understanding you.

It might surprise you to know that most first meetings take place in a relaxed setting and is about us getting to know you, your dreams, your goals and your aspirations.

Our services

Unlike many in our industry, our pricing has ben designed from the outset to be both fair and transparent.

Our Fixed Price servicing is ideal for those with smaller sums to invest or if you’re just starting out. A fixed monthly fee means no unwelcome surprises.

Our Capped Fee plans keep costs under control for those with larger amounts invested.

Where to find us
Head office address: 126 High street, Coleshill, B46 3BJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
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.

Coleshill Wealth Management is a trading style of Coleshill Mortgage Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Coleshill Mortgage Services Ltd is registered in England and Wales. Company Number 5711103. Registered Address: 109 Knowles Hill, Rolleston-On-Dove, Burton-On-Trent, Staffordshire, DE13 9DZ.

Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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