Wealth Solutions was formed in 2008 to create a leading wealth management practice, which now has offices in Birmingham, Warwick and Kidderminster. Much of the growth has been through a successful acquisition strategy, with more than eight firms choosing to join Wealth Solutions. All have been transitioned smoothly without interruption to the client service.

The business provides an advisory service that caters for all aspects of financial planning over the long term for private and corporate clients. It believes in creating a long-term commitment for its clients, people and professional partners. It also aims to contribute positively to its local communities.

To achieve this vision, the team acts with honesty – regardless of whether it has good or bad news – and utmost integrity. Wealth Solutions understands the need to support this service with the best people, who have leading experience and knowledge of the industry.

The firm is fixed on bringing in the next generation and retaining its talent by supporting them through their professional journey, whether through external qualifications or mentoring. Despite the lockdowns, as a team, the firm has continued to support local charities with fundraising efforts.