Contact Us - Independent Financial Advisers & Planners in Solihull

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Managing a client's wealth requires careful thought and judgment. Hamptons Wealth Management is a highly respected boutique firm of Independent Financial Planners based in Solihull, West Midlands which specialises in providing high quality financial services to individuals and companies.
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We are always keen to meet energetic and talented professionals who would like to join the award winning team in Solihull.

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Our team
Services
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.

Investing is what you do with the savings you have - if you are looking to generate a greater return on your money than is available to you through your savings instruments.Read More
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large windfall, you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing this.Read More
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future.Read More
Professional Financial Planning is the process which aims to help you realise your ambitions. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

You will almost certainly have plans of some kind - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications ...Read More
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances. An expert will be able to help you plan your taxes in advance ...Read More
Historically, cashflow forecasting was a method used by business owners, managers and accountants to analyse income and expenditure over a set period of time. By analysing inflows and outflows of cash they were able to see what strains they would have on cash at any one time.

These same principles can be applied to your own personal finances.Read More
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

This type of protection plan is called life 'assurance' because death is at some point inevitable, which means that you are 'assured' that the plan will definitely pay out one day ...Read More
All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

Adequate insurance is therefore not a luxury - it is an absolute necessity.
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Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious financial implications for you and your family.

Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of Health-related Insurance policies.Read More
The lifetime allowance is the maximum value of benefits that can be taken from a registered pension scheme without being subject to the lifetime allowance charge (LAC). If the benefits value when they are taken exceeds the LA the difference between the two is subject to the LAC. The LAC can be applied in either of two ways or a combination of both depending on how the excess benefits value above the LA is taken. The charge is 55% if taken as a lump sum, or 25% if taken as income.Read More
Areas of Expertise
The world for those professionals who earn their living in sports, media and entertainment industries can be very rewarding and enjoyable but, sadly, can be short lived and before you realise it you can be close to retirement and unsure of your future.

You might have the irregular income pattern of an actor or a footballer’s shorter career window, unique challenges of working in creative, entertainment and sporting industries...Read More
From past experience, many of our clients had inherited their wealth. Today, there is a greater number of individuals that have earned their money as entrepreneurs – through founding, acquiring, building and selling their own companies.

There is no “one size fits all” and our unique, empathetic approach reflects this. This means that we perfectly tailor the service we provide to the specific need of each individual client ...Read More
At Hamptons Wealth Management we firmly believe that our clients need to receive the right service, at the right time, and in the right way. We have therefore forged trusted relationships over the years with other professionals within law and accountancy practices. Many such firms realise the need to offer their clients access to financial planning services from a trusted independent financial practice, like ourselves, and they can be assured that we deliver the best solutions ...Read More
Since 1990 we have been providing financial advice for professionals within the Executive Search & Selection sector. Many of these individuals are still clients today and the key to our success is a thorough understanding of our clients background history and requirements. Typically our clients in this sector are either director or proprietor level to gain the most of our services.
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Charities which are corporate bodies (of which the most common are charitable companies) have a legal identity and can hold investments in their own name.

Charities appoint trustees to manage the charity's investments. When managing a charity's investments, trustees must act to certain standards as defined in the Trustee Act.

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Personal Injury Trusts are designed to protect your financial interests in the event of a personal injury compensation award, a legal arrangement that can hold personal injury compensation and protect future means tested State benefits. The trustees can include the claimant, family, or professional trustee and it is their responsibility to manage and administer the trust.

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How We Work
Establish & defining clients and personal financial relationship
– including a written record of the scope of the relationship and full disclosure about conformity to the standard.

Gathering client data and determining goals and expectations
– such as household asset liability and cash flow, statements, legal documents, economic assumptions, immediate needs and others.Read More
We work on the basis of clear transparent fees. As we offer a bespoke service, we will confirm the exact services we will provide and the costs of our advice, for your particular needs, in advance and before any chargeable work commences.

As regulated Independent Financial Advisers, we have offered and charged fees for over 20 years and embraced ...Read More
Hamptons Wealth Management offers independent advice to all its clients, ensuring we provide the most suitable advice and solutions from the whole marketplace.

Independent Advice: Definition

An adviser who wants to use the term 'independent' must:

Be able to consider and recommend products from ...Read More
You do not have an account number with Hamptons, we have no call centres, you have a dedicated independent adviser and support staff and we are here to help. We have successfully provided financial advice since 1984 to private individuals, trusts, charities and professional advisers. We believe we have it right, below is a small sample of testimonals from some of our clients.
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FTSE 250
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Convenient & in a stress-free location in Solihull

With ample free parking right outside the main entrance to our offices, it provides the ideal location to meet with your adviser.

Beech House is highly accessible and just five minutes from Birmingham International Airport, the NEC and Birmingham International Train Station and within minutes of the M6, M42 and M6 Toll Road network.

London

We also have office meeting facilities in Central London, located at the prestigious Pall Mall, in the heart of St. James, SW1 and also at New Broad Street, EC2M just a few minutes away from Liverpool Street British Rail and Underground, and easily accessible from Bank and Moorgate Underground Stations.

Address Details

Hamptons Wealth Management Limited
Beech House
Pinewood Business Park
Coleshill Road, Marston Green
Solihull
B37 7HG
T: +44 (0)121 788 4588,
+44 (0)121 788 3444
F: +44 (0)121 788 3555
Email Us

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Hamptons Wealth Management Limited
Beech House
Pinewood Business Park
Coleshill Road, Marston Green
Solihull
B37 7HG
T: +44 (0)121 788 4588
F: +44 (0)121 788 3555
Email Us

Hamptons Wealth Management Ltd is An Appointed Representative of Sanlam Partnerships Ltd which is Authorised & Regulated by the Financial Conduct Authority.

Sanlam Partnerships Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 563682.

Hamptons Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 758966.

Hamptons Wealth Management Ltd adheres to and subscribes to the Financial Ombudsman Service. For full details of their service CLICK HERE or contact us for further information.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first.

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