Cross Point Financial
CP
Financial Advisors
Cross Point Financial
6 Linton Ave, Solihull B91 3NN
# Cross Point Financial - Business Description
Cross Point Financial is an independent financial advisory firm based in Solihull, serving clients throughout the West Midlands. Established in 1978, they bring over four decades of experience to individual and corporate clients seeking comprehensive financial planning.
The firm distinguishes itself through a genuinely personalised approach. Rather than applying generic solutions, they conduct thorough reviews to understand each client's specific circumstances, aspirations and financial goals. This bespoke methodology underpins everything they do, from initial consultation through to ongoing support as clients' needs evolve.
Their service scope is broad. They advise on mortgages and life assurance, pension planning and business protection, as well as broader financial strategy. Whether clients are first-time buyers seeking mortgage guidance or established professionals requiring sophisticated wealth planning, Cross Point Financial tailors their recommendations accordingly.
What sets them apart is their commitment to transparency and education. They explain recommendations clearly, highlighting both benefits and risks so clients fully understand their financial position. This partnership-oriented approach, combined with their membership of Openwork—one of the UK's largest financial advice networks—ensures clients receive qualified, FCA-accredited guidance.
Cross Point Financial emphasises long-term relationships rather than transactional interactions. They position themselves as ongoing advisers, available whenever circumstances change or financial goals shift. This continuity of support, grounded in decades of local expertise, appeals to clients seeking trustworthy, stable financial guidance.
Cross Point Financial is an independent financial advisory firm based in Solihull, serving clients throughout the West Midlands. Established in 1978, they bring over four decades of experience to individual and corporate clients seeking comprehensive financial planning.
The firm distinguishes itself through a genuinely personalised approach. Rather than applying generic solutions, they conduct thorough reviews to understand each client's specific circumstances, aspirations and financial goals. This bespoke methodology underpins everything they do, from initial consultation through to ongoing support as clients' needs evolve.
Their service scope is broad. They advise on mortgages and life assurance, pension planning and business protection, as well as broader financial strategy. Whether clients are first-time buyers seeking mortgage guidance or established professionals requiring sophisticated wealth planning, Cross Point Financial tailors their recommendations accordingly.
What sets them apart is their commitment to transparency and education. They explain recommendations clearly, highlighting both benefits and risks so clients fully understand their financial position. This partnership-oriented approach, combined with their membership of Openwork—one of the UK's largest financial advice networks—ensures clients receive qualified, FCA-accredited guidance.
Cross Point Financial emphasises long-term relationships rather than transactional interactions. They position themselves as ongoing advisers, available whenever circumstances change or financial goals shift. This continuity of support, grounded in decades of local expertise, appeals to clients seeking trustworthy, stable financial guidance.
Services offered
Mortgage adviceLife assurancePension planningBusiness protectionFinancial planningWealth managementProtection adviceCorporate financial advice