Newbold Broadstreet Wealth Management Limited

Independent Financial Adviser  7 Wharf House, Solihull, West Midlands, B90 1UE
check
FCA authorised
Last authorised 1st March 2021
Offering a modern professional service with traditional values
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
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
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
Regular savings
check
Savings for children
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Stephen Walker Dip PFS
Independent Financial Advisor
MR Paul W Wilson FPFS, Chartered Financial Planner
Director and Chartered Financial Planner
MR Gary J Partridge APFS,Chartered Financial planner
Director and Chartered Financial Planner
About us

A Chartered Financial Planning firm with three advisers and in excess of 70 years combined experience helping existing and new clients plan and provide for better futures. Formed by the merger of two established business, both Directors Paul Wilson and Gary Partridge are Chartered Financial Planners. Offering a modern professional service with traditional values, our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative and innovative approach to financial planning and a belief in bespoke client service.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

7 Wharf House, Waterside, Dickens Heath, Solihull, West Midlands, B90 1UE

Similar advisers near you

Restricted - whole of market 0.89 mi
Is a final salary pension transfer right for me? We provide a personalised service which includes a free initial assessment. If we make any recommendation to you, a fee of 1% of the transfer value (capped at £3000) is payable upon advice given.
 
Restricted - whole of market 1.21 mi
Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
 
Restricted - whole of market 1.47 mi
 
 
Restricted - whole of market 1.57 mi
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him