Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money.It’s less risky than investing, but it offers...

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2

Pensions & Retirement Planning

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...

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3

Inheritance Tax Planning

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

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4

Life Cover

A relevant life insurance policy enables employers to provide individual death-in-service benefits for their UK-resident employees who are aged 17 - 71 when...

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5

Wealth Planning

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the...

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Financial Advisers Located in Sutton Coldfield

Welcome to Warwick Wealth Management

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0121 513 0810 or email us at ross.foxall@warwickwm.co.uk">ross.foxall@warwickwm.co.uk and we'll be pleased to help you.

HOW WE WORK

Here's how we formulate
the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

Our Plan
For You

About You

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

Implementation

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

Don’t miss this Opportunity!

Contact us now to speak to one of our Financial Advisers

What They Say
About Us

  • What were the circumstances that caused you to look for a financial adviser?

    I needed help with a lump sum that I had inherited and I wanted to understand my options

    How did Ross Foxall help you?

    Ross gave me the confidence I needed to take those first steps at investing

    Have you seen the outcome you were hoping for?

    Most definitely and I certainly wouldn’t have made the right decisions on my own

    What could they have done better?

    Nothing in my opinion

    Client based in Warwickshire

  • What were the circumstances that caused you to look for a financial adviser?

    To take over our investments from another financial adviser who retired.

    How did Ross Foxall help you?

    Ross visited us, talked and advised us through our investments in a way even I could understand. Over many years now of help and methodical guidance from Ross our investments have grown even through turbulent economical times.

    Have you seen the outcome you were hoping for?

    Without any doubt.

    What could they have done better?

    I cannot think of anything. If I have a problem there is always contact available and I can talk to Ross who has never let me down.

    Client based in Bedfordshire

  • What were the circumstances that caused you to look for a financial adviser?

    Required lump sum investment advice and pension

    How did Ross Foxall help you?

    He explained the benefits of the lump sum investment without the use of jargon. He was very professional and very knowledgeable, helped me make an informed decision.

    Have you seen the outcome you were hoping for?

    Yes definitely

    What could they have done better?

    Can't think of anything

    Client based in Manchester

  • What were the circumstances that caused you to look for a financial adviser?

    I had a large amount in bank accounts and didn't feel that the returns I got were very good. The bank staff were very helpful, but could only offer their own products.

    How did Ross Foxall help you?

    Ross advised investing in products that gave better returns than bank accounts, but were still in an area of risk that I found acceptable. In addition, he gave advice on managing the funds I already had in a private pension.

    Have you seen the outcome you were hoping for?

    I have been a client of Ross' for about twenty years and have seen my investments and pension fund perform in a way that I am very happy with. I am now retired, and am confident that my savings will give me more than adequate cover for the foreseeable future - this is certainly the outcome that I wanted.

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    Needing professional guidance on investments

    How did Ross Foxall help you?

    Steered us through the maze of information on investments using language the financially uninitiated can understand and advising accordingly.

    Have you seen the outcome you were hoping for?

    Yes, Ross has made sure our financial needs and expectations are met.

    What could they have done better?

    Nothing

    Client based in Shropshire

  • What were the circumstances that caused you to look for a financial adviser?

    Retirement

    How did Ross Foxall help you?

    Information , explanation, advice and being available for queries.

    Have you seen the outcome you were hoping for?

    Yes

    Client based in Merseyside

  • What were the circumstances that caused you to look for a financial adviser?

    I have used financial advisors for 30 yrs or so and seek others opinions on investments.

    How did Ross Foxall help you?

    By suggesting various changes to investments when the need arises.

    Have you seen the outcome you were hoping for?

    Yes in the main I have.

    What could they have done better?

    Financial advisors can only do as well as the market allows and make suggestions accordingly and it is up to the client to make the final decision.

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    John had a lump sum from retirement pension and I had saving.

    How did Ross Foxall help you?

    He guided us and gave us a balance portfolio.

    Have you seen the outcome you were hoping for?

    Yes, saving increased.

    What could they have done better?

    Nothing.

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    Previous Adviser retired- Ross recommended

    How did Ross Foxall help you?

    Updated investments and set up new ISAs in line with my needs

    Have you seen the outcome you were hoping for?

    Yes

    What could they have done better?

    N/a

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    Needed reputable advice and was previously with Weston Finance

    How did Ross Foxall help you?

    Excellent advice -always courteous and reliable

    Have you seen the outcome you were hoping for?

    Yes definitely

    What could they have done better?

    Cannot think of anything else that could be done

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    I inherited money and had a retirement lump sum from employer. I wanted to invest in order to have funds should I need long term care in older age.

    How did Ross Foxall help you?

    Advised where to invest.

    Have you seen the outcome you were hoping for?

    Yes. My investments were continuing as forecast until the current COVID crisis but I have no intention of changing .

    What could they have done better?

    Nothing. I leave everything to Ross to action.

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    Owning and running a company of own, needing advice and help with profits involved

    How did Ross Foxall help you?

    He took over from our original adviser he helped and advised us regarding the best way to manage our pensions and investments

    Have you seen the outcome you were hoping for?

    We are more than happy with the way he as looked after our interests, his advice and recommendations as given us a better outcome that we expected.

    What could they have done better?

    It may be a little boring but we do not have any meaningful suggestions,

    Client based in Warwickshire

  • What were the circumstances that caused you to look for a financial adviser?

    Retirement

    How did Ross Foxall help you?

    Clear advice patience and understanding as a trusted advisor

    Have you seen the outcome you were hoping for?

    Until recently very happy but of course suffered because of the pandemic

    What could they have done better?

    Nothing I can think of

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    Retirement

    How did Ross Foxall help you?

    Clear help, advice and follow-up

    Have you seen the outcome you were hoping for?

    Yes

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    Complexity of managing finance in a continuous and efficient way.

    How did Ross Foxall help you?

    Patient discussions and offering sound advice based on expert knowledge and relevant, up to date information. His explanations and arguments are always well expressed in an uncomplicated way. In good control of all paperwork and documents. Quick on percentages and figures!

    Have you seen the outcome you were hoping for?

    Definitely!

    What could they have done better?

    Absolutely up to the mark! Beyond criticism.

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    My wife and I were not confident enough in our ability to explore the best means of dealing with our combined savings.

    How did Ross Foxall help you?

    He explored in detail what we hope to achieve and explained how we could go about achieving our goals.

    Have you seen the outcome you were hoping for?

    In a word - yes.

    What could they have done better?

    'What could he have done better' implies that we regret taking his advice which is certainly not the case.

    Client based in South Yorkshire

  • What were the circumstances that caused you to look for a financial adviser?

    At an age where saving was possible. Needed a reliable ,independent, local adviser with experience, qualifications and knowledge.

    How did Ross Foxall help you?

    Saving, investment, pensions, planning for retirement and protecting family inheritence after our deaths.

    Have you seen the outcome you were hoping for?

    Yes. Investment fluctuations/risk have been managed,changes in circumstances have been adjusted for and advice has been provided whenever needed/asked for.

    What could they have done better?

    I can't think of any ways the service we receive could be bettered since outcomes have been what we hoped for, at times better and during the financial crisis not as difficult as we had feared.Risk was always a major element of annual reviews.

    Client based in West Midlands

  • What were the circumstances that caused you to look for a financial adviser?

    My late husband and I probably first looked for a financial adviser after I inherited an estate from a family member in 1988. Then we were advised within a City investment bank. We met Ross some years later when he was working for another company and he advised us for a number of years. Some years later when he formed his own company we were pleased to have him advise us again. My husband died in 2014 and I have been very grateful for his expertise ever since.

    How did Ross Foxall help you?

    Ross has helped me simplify and make my investments work hard in a most tax efficient way.

    Have you seen the outcome you were hoping for?

    Absolutely. I am very pleased with the results to date.

    What could they have done better?

    I cannot think of anything that could have been done better.

    Client based in Bedfordshire

  • What were the circumstances that caused you to look for a financial adviser?

    Sold a property and needed advice on investment

    How did Ross Foxall help you?

    He explains everything very well and is willing to answer all our questions even when they seem a bit unusual.

    Have you seen the outcome you were hoping for?

    Yes we have had a regular income and our investments have grown.

    What could they have done better?

    I really do not think Ross could have done better for us than he has.

    Client Based in Shropshire

  • What were the circumstances that caused you to look for a financial adviser?

    Long term investment/savings and retirement/pension planning.

    How did Ross Foxall help you?

    Over a period of more than 10 years Ross has helped me build a balanced, tax-efficient, savings portfolio which has achieved my savings goals. More recently, his consideration of pension provision directed me to further specialist advice (provided by another recommended by Ross) that has led to a highly beneficial re-arrangement of my pension savings. Regular reviews, where investment performance is monitored and the nature of investment/savings products are explained have been an important featue of the service provided.

    Have you seen the outcome you were hoping for?

    Yes - a balanced portfolio has been achieved, which has provided tax effcient saving whilst I was working and has allowed me to achieve my goal of early retirement.

    Client based in Staffordshire

Stock data

Value Move %
FTSE 100 7232.28 109.95996 arrow 1.5438784 arrow
FTSE ALL-SHARE 4117.6 58.28003 arrow 1.4357092 arrow
FTSE MID 250 22881.33 235.25 arrow 1.0388112 arrow
FTSE 350 4137.9 59.339844 arrow 1.4549215 arrow

where we are

0121 513 0810
Ryknild House
Burnett Road
Sutton Coldfield B74 3EL

ross.foxall@warwickwm.co.uk

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