Peter Blackhall at Midwinter Financial Planning

Independent Financial Adviser  Knowle, Solihull, B93 9JU
First meeting at adviser's own cost
A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Critical illness
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Peter Blackhall
About us

We live by three words: simple, effective, and personal. That's why we offer advice that is jargon-free, clear, and easily understandable.

We begin with a free, no-obligation, informal and friendly chat to assess your needs, particularly regarding your retirement planning, and your attitude to risk.

We then gather information from your existing pension/investment providers, do a full analysis of your situation, and look at the suitability of the pension/investment/protection products you have got currently.

Then we put together a financial plan that is uniquely tailored to you and your family. During that time, we’ll regularly communicate with you to keep you updated on our progress. The whole process can take 4-6 weeks.

We'll then meet again and present the financial plan to you, explaining our recommendations in full and answering any questions you have.

Finally, if you wish to implement the advice we give you, we would then get everything setup for you.

No two financial plans are alike, for the simple reason that no two people – and their personal situations - are alike! We take great care to take into account the particular needs of each individual client.

Our services

As a Chartered Independent Financial Adviser, I can help you in the following areas: Pension advice, retirement income planning (pension drawdown), pension switching & consolidations, personal taxation, investment planning, ISAs, inheritance tax planning, arranging suitable protection policies.

Where to find us
Head office address: Knowle, Solihull, B93 9JU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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