• Inspiring Relationships and Loyalty

Welcome to Census Wealth Management Ltd, Independent Financial Advisers in Sutton Coldfield, Birmingham

 

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 01216 491 442 or complete our short enquiry form and we'll be pleased to help you.

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Client Testimonials

  • I would describe Census Wealth Management thus (Very professional, friendly and wise).

    Client Paul McEvilly, Sutton Coldfield

  • We have been advised and supported by Census Wealth Management on a personal level for more than 15 years and have always received confident and assured financial advice in regard to mortgage planning, savings & pensions. We have no hesitation in recommending Census WM for financial guidance and indeed have been more than happy to use their services within our own business, commercially, for the last 6 years mainly in regard to company insurance provision, with which we have been entirely satisfied.

    Client Paula & Les Brown - Smiles Dental Sales Limited, Solihull

  • "Bob and Matthew at Census have handled my affairs for a significant number of years. Sue has always been a reassuring and friendly first point of contact. I have always found the team's service to be very personal - all recommendations have been made taking into account my circumstances at the time, and with the benefit of hindsight, I can say that they were spot on. Insurances and my mortgage have been tailored to my specific requirements and Census have been very adaptable to my changing circumstances over the years. Long may our association continue!"

    Client Emma Jesson

  • "As Chairman of an established electro-plating Company, it was very refreshing to be made aware of an alternative method of Investment Management. 

    I have dealt with Mr Hope senior for many years, seeking his advice on various financial matters. Being introduced to his son Matthew offered a new concept in flexible investment. The ongoing management of our investments as well as the flexibility represented a revolutionary advance. We are able to maintain a continuous overview (on a daily basis if necessary) by logging in from our own network. 

    All three of our Directors now invest through Census Wealth Management, as well as

    Client Dene Stokes, Director - John Stokes Group

  • "We have used the services of census wealth management for many years now and greatly value the financial relationship that has been built up between Matt and ourselves."

    Client Richard and Sheila Hall

Company address: Census Wealth Management Ltd, 305 Lichfield Road, Sutton Coldfield, Birmingham, B74 4BZ
T: 01216 491 442 F: 01215 809 397 Email: censuswm@hotmail.co.uk

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Census Wealth Management is Authorised and Regulated by the Financial Conduct Authority.

Census Wealth Management is entered on the Financial Services Register (www.fca.org.uk/register) under reference: 522337. Registered in England and Wales.

Company Registration Number: 07168493. Registered address: Census Wealth Management,305 Lichfield Road, Four Oaks, Sutton Coldfield, B74 4BZ.

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