1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Warwickshire
  8. breadcrumb-arrow
  9. Baginton
  10. breadcrumb-arrow
  11. Peter Blackhall at Midwinter Financial Planning

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
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
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
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number

Similar advisers near you

Jalapeno (UK) Limited
Independent Financial Adviser 0.35 mi
Everyone's financial needs and objectives are unique. This is why our belief in tailor-made, personal financial advice lies at the heart of the Jalapeno (UK) Ltd. philosophy.
 
See profile
Neil Dixon at True Potential Weath Management
Restricted - whole of market 1.47 mi
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
 
See profile
AFH Wealth Management
Independent Financial Adviser 1.63 mi
As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
 
See profile
i-Pensions Advisory Ltd
Independent Financial Adviser 2.17 mi
I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
 
See profile