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  11. MBR Wealth Management Limited

MBR Wealth Management Limited

Independent Financial Adviser  12 The Customs House, Solihull, West Midlands, B90 1UD
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FCA authorised
Last authorised 10th May 2021
Friendly, professional, approachable with a comprehensive knowledge of the various aspects of financial advice required to provide you complete solutions.
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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Accident & sickness
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Critical illness
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Home and leisure
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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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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Long term care
Meet our advisers
MR Ben Thomas Dip PFS
Independent Financial Adviser
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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

12 The Customs House, Waterside, Shirley, Solihull, West Midlands, B90 1UD

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