Let’s find the solution to potentially help grow your money

Investment planning is about helping you to structure and manage your finances to achieve your objectives. This includes the efficient use of existing resources, ensuring tax efficiency, delivering the level of access and control you require and perhaps also considering how your accumulated wealth and assets can be passed on to the next generation. 

What do you need help with?

Investing for growth

We are here to help you achieve your goals and aspirations. Whether you want to grow your wealth over the long term, or to provide an on-going income later in life or to pass your wealth on to future generations, we can help you plan with confidence, developing strategies to help you manage your financial affairs so you can build & preserve wealth, achieve financial security and most importantly enjoy your life.

Investing tax efficiently

The comprehensive range of tax allowances and exemptions for investors can seem confusing, from ISAs to pensions to capital gains tax and inheritance tax. We can help you build a financial plan that makes the most of the reliefs and allowances set by government, so you can make the very best of the returns on your pensions, savings and other investments.

As part of this process, we will build your personal investment plan, taking into account:

  • Your investment objectives 
  • Conduct a risk profile
  • Consider your tax position 
  • Access requirements
  • Timescales of investment 

But it doesn’t stop there. Once we have your investment plan in place, we will have a structured on-going review based on any changes in personal circumstances but also to make sure you are maximising your returns and that your existing plans still remain suitable. 

Previously, Investments were arranged directly with Investment Providers and you had to go directly to each company to buy a ‘product’ or investment resulting in even a simple investment portfolio consisting of various separate accounts, investments and policies. Trying to manage so many different investments with statements coming at different times of the year, with different charging structures and different terms and conditions was and still is, extremely complicated. 

However, there has  been significant change in recent years and it is now possible for customers to access the majority of investment types, funds and shares via a single investment platform which has simplified the process significantly.

Technology now means that you can access your investments with ease via your Wealth Management Platform from a computer anywhere in the world 24 hours a day, 365 days a year giving you full visibility. 

So whether you have individual shares, ISAs, Pensions, or Unit Trusts/OEICs they can all be held via one central Investment Platform.

In summary:

  • All your investments visible and accessible in one place.
  • You can keep track of your entire portfolio at a time when it suits you.
  • More effective management of your assets enabling us to optimise your investment strategy
  • Vastly reduced paperwork for both you and us, increased efficiency and lower cost. This enables us to spend more time on your planning, and you to spend more time on the things you enjoy.
  • Access to ‘institutional investment managers’ not available to ‘retail’ clients and at competitive rates.

The value of investments and any income from them can fall and you may get back less than you invested.

Ready to get in touch?

Book a FREE initial home visit or talk to one of our experienced financial advisers today to discuss your needs.


01902 757878


1A Upper Green,Tettenhall, Wolverhampton, West Midlands, WV6 8QQ

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Mortgage & Financial Solutions Ltd is an Appointed Representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Ltd and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718.

Mortgage & Financial Solutions Ltd is registered in England & Wales No: 09627028. Registered Office: 1A Upper Green Tettenhall Wolverhampton West Midlands, WV6 8QQ. For mortgage advice we give clients the option to pay by fee rather than commission. The level of fees will vary according to individual circumstances. Estate planning is not regulated by the Financial Conduct Authority. Will writing is not regulated by the Financial Conduct Authority. Trusts are not regulated by the Financial Conduct Authority.

View our privacy policy here -