Daniel Sperber
Coleshill Wealth Management
Minimum savings/pensions: Over £50,000
Minimum mortgage: Any amount
0121 366 8422
Based in Coleshill
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Daniel has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 21 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 21 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Daniel has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 21 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 21 first impressions)
When you're not from from a wealthy family, you know what it is to work hard for what you've got. This is why I help people make their money work harder. I help you plan for yours and your family's future. If you're an employer, I can also help you protect your business and safeguard your employees. Are you ready to talk? For a free initial chat, click on my contact details and click the link to access my calendar for an instant booking confirmation. NOTE: Investments may fall as well as rise in value and you may not get back what you put in. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate on Buy to Let Office address: 126 High Street, Coleshill, B46 3BJ | Phone: 01675 622 445 Coleshill Wealth Management is a trading style of Coleshill Mortgage Services Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 950748. Coleshill Mortgage Services Ltd is registered in England and Wales. Company Number 5711103. Registered Address: 109 Knowles Hill, Rolleston-On-Dove, Burton-On-Trent, Staffordshire, DE13 9DZ.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
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Adviser Disclaimer
Office address: 126 High Street, Coleshill, B46 3BJ | Phone: 01675 622 445 Coleshill Wealth Management is a trading style of Coleshill Mortgage Services Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 950748. Coleshill Mortgage Services Ltd is registered in England and Wales. Company Number 5711103. Registered Address: 109 Knowles Hill, Rolleston-On-Dove, Burton-On-Trent, Staffordshire, DE13 9DZ.