RVW WealthCare Ltd, Independent Financial Advisers in Birmingham, our aim is to help you create, enjoy and retain your wealth and protect your lifestyle.
Our highly qualified, chartered planners provide retirement planning, investment planning, estate planning and long term care advice.
Established in 1965, offering financial planning advice to both individuals as well as to business owners and trustees.

RVW WealthCare : Advice on savings, investments and wealth management

RVW WealthCare : Advice with an effective estate planning strategy

RVW WealthCare : Advice on long term care costs

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0121 325 6950

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We offer a first class comprehensive financial planning service provided by our Chartered advisers who hold some of the industry's highest qualifications. We are one of a limited number of firms to have Pension Transfer Specialist status.

Our clients are our first priority. We are a small financial planning firm, who provide an individual and friendly service to our clients, we act in their interests at all times.

What Our Clients Say

  • Care, Patient and Knowledgeable on Financial Advice


    “Dear Steve, I have already said many thanks for all you have done for Peter, me and the family over the years. I feel that I must add I have been privileged to have experienced those years of your growing care, patience, detailed knowledge of your subject - always aware of how to implement the latest legislation to our benefit. It's been good and reassuring to witness - and profitable too! Please give my thanks to your hard working staff - always so polite and able.”

    Mrs M, Solihull

  • Would certainly recommend RVW WealthCare


    “I contacted Adam Caga regarding some advice that I required on life insurance. He arrived for the meeting at my house and went through several different options with me. He was very precise and his attention to detail was second to none. He took all the information away with him and returned a few days later with all the options available to me. I was very pleased to be given a choice of different options and chose the one which suited my needs most. I would not hesitate to recommend him to anyone who needs an IFA.”

    G. Ubhi (MD) Birmingham

  • Delighted with pension and ISA performance


    “Having just completed my annual review on my financial investments, I thought I would let you know how pleased I am with the performance of both my pension and ISA. Your advice as an IFA has always been measured and impartial which has resulted in me receiving a very good return on my investments. Along with this, your advice to consolidate my pensions into a single pension has resulted in me having reduced management charges. You are definitely someone I could 'recommend to my mother' and thus I would have no hesitation in recommending you to family, friends or colleagues.”

    Mr G Smith (MD) Sutton Coldfield

  • Friendly and Efficient Service


    “Dear Mrs Connaughton-Yates, thanks to both you and Steve for the friendly and efficient service provided.”

    Mr J Townsend (retired) Birmingham

  • More than happy with Pensions Advice


    “Prior to meeting Adam I had very little faith in financial advisers having received bad advice in the past, but I found myself in a position where I needed advice regarding three pension plans. My brother had used Adam's services the previous year and told me to meet with him to see if he could help me and I am glad that I did. Adam is really easy to talk with and explained all the technical bits in a manner I could follow. He met with me numerous times to explain progress and check that I was happy with what was being recommended. Thanks to Adam's persistence, my situation is sorted and I am more than happy with work to date. I doubt I will change advisers anytime soon.”

    Robert, West Midlands, Director

  • Genuinely Independent Savings and Investment Advice

    “I approached Adam for some general advice about what I could do with some of my savings and how I could prepare my finances for my family's future. My financial knowledge is limited but Adam dealt with this very professionally. His communication was very good, consistent and punctual. I found Adam very approachable; our correspondence included e-mail, telephone conversations and face to face meetings.

    Adam primarily evaluated my attitude to risk, then identified my various investment needs and gave me several potential options for my savings. Furthermore the manner in which he advised me was genuine, independent and free from coercion. Adam's knowledge and understanding of the financial services discussed with me seemed very impressive and I was more than satisfied with the level of service and commitment given by him.”

    Daniel, West Midlands, Dentist