MBR Wealth Management prides itself on working closely with a small number of clients to navigate the increasingly complex world of personal finance. We have 2 offices (Surrey & Solihull) and as Independent Financial Advisers we aim to provide holistic financial planning and seek to tailor the best solutions for our clients needs.
We fundamentally believe in holistic financial planning across multiple generations of family. We seek to build long term relationships which address all financial needs at various life stages including Investment strategy and selection, tax planning, life insurance and income protection, pension planning including retirement strategies and Inheritance tax mitigation with a focus on passing wealth through family generations in a way which is aligned with the objectives of our clients.
Our advisers work closely with a small number of clients with the express aim of delivering service beyond their expectations, coupled with solutions which are tailored to specific needs
12 The Customs House, Waterside, Shirley, Solihull, West Midlands, B90 1UD
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.