About Us

Coleshill Wealth Management is a specialist Financial Advisory practice located in a prominent High Street location in Coleshill in North Warwickshire. Coleshill Wealth Management is a Directly Authorised Firm providing Independent Financial Planning and Financial Advice.

What do you need help with?

Our approach is relaxed and informal and you are warmly invited to drop in for a coffee when you’re nearby or better still take advantage of our instant online booking service to set up an initial call. After all we both need to see if we’re a good fit for each other!

We always prefer to advise on a face to face basis but recognise that our clients often prefer to have the option of where and when to meet. This is why we are happy to offer meetings both at our office, at your home, place of work or any other suitable venue.

Office address: 126 High Street, Coleshill, North Warwickshire. B46 3BJ

Telephone:  01675 622 445

Email: info@coleshillwealthmanagement.co.uk

Meet The Senior Team

Phil Salinas

Director

With a career in financial services spanning some twenty years, Phil oversees both the Mortgages and the Financial Planning sides of the business. As both a business owner and a resident of Coleshill, Phil is passionate about providing a quality service to the locality.

Daniel Sperber

Principal Financial Planner

As the Principal Financial Planner in the business, Daniel is responsible for advising clients on all matters of Financial Planning. Daniel has a particular passion for all things property and uses his nearly 20 years experience for the benefit of his clients.

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