1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. West Midlands
  8. breadcrumb-arrow
  9. Sutton Coldfield
  10. breadcrumb-arrow
  11. Donald Wealth Management

Donald Wealth Management

Independent Financial Adviser  Stable End, Sutton Coldfield, West Midlands, B74 2ST
check
FCA authorised
Last authorised 26th July 2021
Family wealth. We understand.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
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)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

The Private Office
Independent Financial Adviser 0.12 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Nigel Forde - Alexander House Financial Planning Ltd
Restricted - whole of market 0.53 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
See profile
Intuitive FS Mark Popple
Independent Financial Adviser 0.55 mi
At Intuitive FS we are well placed to cover all aspects of financial planning and pride ourselves on placing our clients’ needs at the focal point of our company.
 
See profile
The Pension Planner
Independent Financial Adviser 0.65 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
See profile