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Houlcroft Wealth Management

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One Central Boulevard, Blythe Valley Park, Solihull, West Midlands, B90 8BG
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http://partnership.sjp.co.uk/partner/houlcroftwm
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FCA Number: 801476
Website Image of Houlcroft Wealth Management

Houlcroft Wealth Management, a Solihull-based firm provides a wealth of financial services to its clients. As a Financial Conduct Authority (FCA) regulated firm under number 801476, they are trusted locals in Solihull and surrounding West Midlands, known for their reliable, client-focussed approach. They specialise in a range of services including financial planning, pensions retirement advice, life and investments, and final salary pension transfers. Operating primarily from One Central Boulevard, Blythe Valley Park, Solihull, GB, the team at Houlcroft often collaborates with retirees, long-term savers, and investment planners alike. Through regulated advice and tailored services, Houlcroft Wealth Management helps their clients plan for the future with confidence.

Their team includes 2 financial advisers. Check FCA registration here.

Houlcroft Wealth Management are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Houlcroft Wealth Management from the Motorway

  1. From the M42:
  2. At Junction 9, proceed to the A4097/A446 exit signposted Kingsbury/Lichfield.
  3. Exit at the roundabout onto the M42 South ramp towards Birmingham/M6/Coventry/Birmingham Airport.
  4. Merge onto the M42.
  5. Take the exit onto the M42/M6 Tollway, following signs for M5 SW/M40/Birmingham S/N.E.C/London/Coventry.
  6. Continue on M42 and follow the signs for The SW/M5/London (S&W)/M40/Coventry (S&W)/Birmingham (S)/N.E.C/Airport.
  7. At Junction 4, take the A34 exit signposted Shirley.
  8. At Monkspath Interchange, take the first exit.
  9. Keep right to continue towards Blythe Gate and then proceed onto Blythe Gate.
  10. Arriving at the roundabout, take the second exit to remain on Blythe Gate.
  11. Upon reaching the subsequent roundabout, take the first exit onto Central Boulevard.

List of advisers under Houlcroft Wealth Management:

Houlcroft Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

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