Donald Wealth Management

Independent Financial Adviser  Stable End, Sutton Coldfield, West Midlands, B74 2ST
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FCA authorised
Last authorised 11th October 2021
Family wealth. We understand.
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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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
Meet our advisers
MR James Donald
Managing Director
About us

We’re one of the leading wealth management and investment specialists in the West Midlands. We’ll work with you to meet the challenges and decisions you face in organising and protecting your wealth, and we’ll make sure you enjoy a future completely free from financial worry.

We’ll organise and manage your wealth, enabling you all to enjoy life while feeling confident about what lies ahead. Our support will be attentive and discreet, based on clear service standards and a dedication to making plans a reality.

We’re here for you, for the long term.

Our services

Financial security. Income to fund the lifestyle you’ve worked hard for. Creating a legacy for your family.

When you’ve spent your life building something valuable, it’s only natural your thoughts should turn to protection and peace of mind.

We work with successful individuals and their families to provide the reassurance that comes with expert advice and a long-term relationship.

Continuity, decades of experience and a personal commitment to your financial well-being are what distinguish us from other advisers. As a family firm, we genuinely understand your instinctive need to protect and preserve.

Peace of mind for you and your family.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Stable End, 12 Heather Court Gardens, Four Oaks, Sutton Coldfield, West Midlands, B74 2ST

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