Our aim at West Midlands Wealth Management (WMWM) is to help clients and their families achieve their financial goals through professional advice delivered with integrity and clarity.
We provide Independent Financial Advice in all areas of financial planning backed by a high level of qualifications and experience. Financial matters are forever changing and to some it can seem complicated. By explaining matters clearly we can help you to understand your financial goals and help you to achieve them.
We know that clients’ financial needs and objectives vary enormously. That’s why WMWM offers a range of services designed to assist our clients through their various life stages, whether it’s saving for a particular purpose, managing their investments to ensure a happy and secure retirement or preserving their Estate.
Through our use of an integrated wealth platform, we can provide our clients with straightforward and transparent advice in a simple and convenient way. We harness the best of internet technology which frees up valuable time enabling us to focus on your individual needs. We provide regular investment and financial reviews, to suit your needs.
West Midlands Wealth Management Ltd. Registered Office: Woodlands, Woodmancote, Worcestershire, WR8 9BN.
West Midlands Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA register number 705843.
Company Registration Number 9528523. Registered in England and Wales