Eastcote Wealth Management

Eastcote Wealth Management is a firm of Chartered Financial Planners based in Solihull, providing independent financial advice to individuals and businesses. Their approach to wealth management focuses on offering a holistic, personalised view of clients' financial aspirations for the long-term.
  • Pensions
  • Mortgages
  • Investments
  • Estate Planning
  • Family Protection
  • General Insurance
  • Corporate Services

Size
Small
Phone
N/A
Email
N/A
Locations
30 New Rd, B91 3DP
01675446500
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Available on
Competitors
MWS Financial Advisers Limited
MWS Financial Advisers Limited is a trusted and recommended financial services and wealth management provider in Solihull.
Prime Wealth
Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners, and trustees with a broad range of financial planning, investment, retirement, and estate planning needs.
Lucent Financial Planning
Lucent Financial Planning is an independent financial and wealth planning advisory firm based in Birmingham.
Alpha Partnership IFA Independent Financial Advisers
Alpha Partnership is a reputable firm providing independent financial advice tailored to the unique needs of clients.
Company Details
Eastcote Wealth Management is operated by Partners Wealth Management Solutions Limited and is a Active company incorporated on 10 November 2015 with the registered office located in London, City of London. Partners Wealth Management Solutions Limited was registered 9 years ago.

Status
Active
Size
Small
Directors
4
Age
9 years old
Employees
33
Turnover
Unreported
Total Assets
£2.57M
Cash in Bank
£1.43M
Total Liabilities
-£626.84K

Director • Chief Executive • British • Lives in UK • Born in Aug 1971
Director • None • British • Lives in UK • Born in Nov 1981
Director • Accountant • British • Lives in UK • Born in Oct 1969
7im Holdings Limited
PSC
Teams
All
12
Management
6
Finance
5
Customer Service
2
Other
3
Director • Joined Jul 2017
Advice Support Manager • Joined Jan 2019
Chartered Financial Planner At Eastcote Wealth Management • Joined Mar 2024
Independent Financial Adviser • Joined Jul 2017
Advice Support Team Leader • Joined Mar 2017
Advice Support • Joined Jul 2017
Business Quality • Joined Feb 2000
Corporate Risk Adviser • Joined Jul 2017
Corporate Risk Adviser • Joined Jul 2017
Mortgage Broker • Joined Nov 2017
Director • Joined Jul 2017
Independent Financial Adviser • Joined Jul 2017
Advice Support Team Leader • Joined Mar 2017
Business Quality • Joined Feb 2000
Corporate Risk Adviser • Joined Jul 2017
Corporate Risk Adviser • Joined Jul 2017
Independent Financial Adviser • Joined Jul 2017
Corporate Risk Adviser • Joined Jul 2017
Corporate Risk Adviser • Joined Jul 2017
Mortgage Broker • Joined Nov 2017
Licensed Mortgage Broker
Advice Support Team Leader • Joined Mar 2017
Advice Support • Joined Jul 2017
Advice Support Manager • Joined Jan 2019
Chartered Financial Planner At Eastcote Wealth Management • Joined Mar 2024
Financial Advice Support • Joined May 2023
View 12 members