We have been providing financial planning and financial advice to both individual and corporate clients since 1978. Based in Solihull, near Birmingham, we service clients across the West Midlands. We strive to offer comprehensive, bespoke financial advice to all our customers. Our clients come from all walks of life and have a wide variety of financial planning needs.
We aim to build long term relationships with our clients so that we can help them as their needs and circumstances change over time. At Cross Point Financial, we offer a range of financial planning and financial advice services. From mortgage and life assurance advice, to pension planning and business protection advice, we tailor our service to every client, providing a bespoke approach which offers peace of mind.
We aim to build long term relationships with our clients so that we can help them as their needs and circumstances change over time. At Cross Point Financial, we offer a range of financial planning and financial advice services. From mortgage and life assurance advice, to pension planning and business protection advice, we tailor our service to every client, providing a bespoke approach which offers peace of mind.
Services
Our dedicated team of financial advisors can offer comprehensive financial advice whatever your needs or situation. Whether you are looking for help with your first mortgage, financial planning for retirement or an experienced life insurance advisor, we can help. Andrew is an experienced advisor with a passion for creating and protecting his clients' wealth.
It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.
Also known as 'key man insurance', this can compensate a business for financial losses arising from the death, or extended incapacity, of a specified employee or director. This can provide a business partnership with the funds to 'buy out' or compensate the deceased's dependants, should a business partner die.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses".This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses".This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.
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