Business Details
17 Years
experience
Trusted Financial Planning Solutions in Birmingham
Provest Financial Solutions has been delivering tailored financial planning solutions for over 30 years, combining deep industry expertise with a client-centric approach. Our team of Chartered and Certified Financial Planners specialises in lifestyle financial management, helping entrepreneurs and business owners align their wealth with personal life goals. Accredited with ISO 22222 and British Standard BS 8577, we maintain rigorous quality standards while offering services spanning intergenerational planning, retirement strategies, and investment management.Our commitment to ongoing client relationships ensures adaptive financial roadmaps that evolve with life's changes, supported by a team with decades of collective experience. We prioritise transparency, ethical advice, and comprehensive support, as evidenced by numerous client testimonials highlighting transformative financial outcomes.
Services
Financial planning
Wealth management
Retirement planning
Investment management
Intergenerational planning
Mortgage advice
Protection planning
Corporate financial services
Details
- Year established: 2009
Highlights and features
- We offer 30 years of combined experience in financial planning
- Our team holds Chartered and Certified Financial Planner qualifications
- We implement ISO-certified financial planning processes
- Our client retention rate exceeds 95% over 15 years
- We provide ongoing financial roadmap reviews with adaptive planning
Associations and certifications
- ISO 22222
- BS 8577
What people say
Life-changing advice
Personalised approach
Deep expertise
Trustworthy guidance
Long-term support
Services
Financial planning
Our comprehensive financial planning service creates custom roadmaps aligning your wealth with life goals. We conduct detailed audits of your current position, develop cash flow forecasts, and implement adaptive strategies that evolve with changing circumstances. The process includes regular reviews to ensure ongoing alignment with personal objectives.
Retirement planning
Specialised retirement planning helps business owners transition smoothly to post-work life. We analyse income requirements, optimise pension arrangements, and create sustainable withdrawal strategies. Our approach considers lifestyle aspirations while ensuring financial security throughout retirement years.
Investment management
Tailored investment strategies focus on achieving specific financial goals through diversified portfolio management. We combine market analysis with risk profiling to create balanced investment approaches that align with individual risk tolerance and return objectives.
Intergenerational planning
This service ensures wealth transfer across generations while preserving family values. We coordinate estate planning, trust arrangements, and tax-efficient strategies to protect assets and facilitate smooth succession planning for family wealth.
Mortgage advice
Comprehensive mortgage solutions covering residential and buy-to-let requirements. Our advisers help clients navigate property financing options, remortgaging strategies, and tax-efficient mortgage planning while considering overall financial objectives.
People
Paul Tracey
Wealth Manager
With over 30 years' experience, Paul is a Chartered Financial Planner specialising in business owner financial strategies. He focuses on creating holistic financial plans that align with clients' personal and professional goals.
Simon Cartmell
Wealth Manager
A seasoned adviser with 35 years in financial services, Simon specialises in retirement planning and later-life financial solutions. He holds advanced qualifications in mortgage and equity release planning.
Taylor Green
Wealth Manager
Taylor specialises in succession planning and asset protection strategies. With a focus on emerging entrepreneurs, she helps clients build financial frameworks that support long-term family wealth preservation.
Liz Tracey
Mortgage Adviser
As mortgage specialist with 20+ years' experience, Liz provides tailored property financing solutions. She excels in complex mortgage arrangements and buy-to-let portfolio structuring.
Questions
What makes Provest different from other financial advisers?
We focus on lifestyle financial planning that aligns wealth with life goals, not just investment returns. Our 30-year track record with entrepreneurs combines technical expertise with deep personal understanding.
How often do you review financial plans?
We conduct formal reviews annually but maintain ongoing communication to adapt plans to changing circumstances, ensuring continuous alignment with your evolving life situation.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Certified Financial Planners, and specialists with advanced qualifications in mortgage, pension, and tax planning.
Can you help with business-related financial planning?
Yes, we specialise in corporate financial services for business owners, including succession planning, key man protection, and business exit strategies aligned with personal financial goals.
Are your financial planning fees transparent?
We provide clear fee structures upfront with no hidden charges. Our charging models are fully explained during initial consultations, including any third-party costs involved.
Reviews (2)
Steve Hands
Jul 22, 2019
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The principal advisor helped me to increase my level of wealth dramatically over a period of time with strategies and advice that are priceless.
Mike Raybone
Jun 01, 2014
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I first met Paul 12 years ago as a financial adviser. Since then I have witnessed him grow to become one of the best Lifestyle Financial Planners around. The service he provides now is second to none. We meet twice a year to review my financial goals, plans and lifestyle. All my documentation is secure in an impressive black secure box, All my plans are recorded in a Financial Organiser and updated twice a year. An awful lot of the stress managing finances brings has now been taken away and I can focus on living my dreams. I really do recommend you to give him a call.
