Best Financial Advisors in Aldridge

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Aldridge area.

Choice Finance

Choice Finance

(47)
  • The Future
  • Questions
  • Phone
“This is the second time I have used Choice Finance and I have to say that there is no need to look elsewhere in future as the service received was exceptional. Very easy to speak to and incredibly helpful at all times. Thank you Choice Finance for a ...”
In Business Since 2015
Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL
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EBI Portfolios

EBI Portfolios

(3)
Turnkey, Ebi’s Matchmaking Service, Vantage
“Highgate motors are excellent . Top class efficient service”
Suite 7, Beecham Business park, Northgate, Aldridge, Walsall WS9 8TZ
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Jordan Financial Management

Jordan Financial Management

(50)
Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning
“Mike and his team have for many years looked after our financial requirements. They are always very professional, helpful, friendly and understand our requirements and make us feel confident in their service. A great team of nice, friendly people.”
Free Initial Consultation
Transparent Fees & Pricing
Serving Aldridge Area
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Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(50)
Income Protection, Life Insurance, Critical Illness Insurance
“We have used Gavin at Acclaimed Mortgage Consultancy a number of times in the past & are currently in the process of remortgaging. Gavin is always on hand for any advice we may need. Nothing is too much effort. He's really helpful, professional & fri...”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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JWC Financial Solutions

JWC Financial Solutions

(50)
Equity Release, Protection, Taxation
“Nicola and Sheila made the whole process stress free. Quick to respond to queries and chasing up mortgage provider. Fab at explaining every detail all along the way. Worth every penny, would highly recommend. Positive Responsiveness, Quality, Profe...”
1 Hagley Hall Gardens, Hall Dr, Hagley, Stourbridge DY9 9LQ
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Integrity Accountancy Services Limited

Integrity Accountancy Services Limited

(48)
Tax Planning, Accounting Systems, Management Accounts
“I've worked with Integrity Accountancy Services for over a year and a half; they've been reachable every time we wanted and very consultative in their approach. IAS are very approachable (at the very top level), flexible and get the job done in proxi...”
In Business Since 2014
1539 Stratford Rd, Birmingham B28 9JA
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Lucent Financial Planning

Lucent Financial Planning

(50)
  • Life
  • Mind
  • Company
“Straightforward clear advice based on their (Luke in my case) understanding of financial planning options. All done in a relaxed atmosphere in which they take the time to understand where you are at and where you want to be heading before tailoring t...”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
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Central Financial Services

Central Financial Services

(50)
  • New Build
  • First Time Buyer
  • Advice
“Lucie was excellent from start to finish, talked me through all stages of the process and supported on the issues around first time buying and new build! Arranged a mortgage and a great deal on insurance. Communication was fantastic throughout, a ple...”
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Opal Wealth Management

Opal Wealth Management

(44)
Introduction to Financial Planning
“I Needed some advice on what to do with some old and current pensions. After a great chat Gary clearly knows his business and dealt with the pension providers for me to ascertain my position. I Came out with a much clearer picture of our financial f...”
38 Waterloo Rd, Wolverhampton WV1 4BL
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Henwood Court Financial Planning

Henwood Court Financial Planning

(50)
  • Support
  • Future
  • Decisions
“I was originally talking to a competitor of Henwood Court. This coincided with Nick having his book published which I read with great interest. Having done so it was obvious I needed to be with Henwood Court - the difference was palpable. Since initi...”
Transparent Fees & Pricing
Serving Aldridge Area
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SRC Accountancy Services

SRC Accountancy Services

(50)
  • Cis
  • Phone
  • Financial
“I have been a client at SRC Accountancy for over 10 years. Thanks to Simon, Chloe and the team for continuing to provide a first class professional service. Highly recommend.”
Remote Consultations Available
Transparent Fees & Pricing
Serving Aldridge Area
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Meriden Financial Planning Limited

Meriden Financial Planning Limited

(43)
  • Inheritance Tax
  • Emails
  • Call
“I would highly recommend Merdien Financial Planning, particularly Richard Oliver. Richard has dealt with and managed my pension for over 15 years. He is incredibly professional, friendly and explains everything in simple terms that I can understand. ...”
Alpha House, 42 New Rd, Stourbridge DY8 1PA
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The Compliance Guys

The Compliance Guys

(32)
Automotive Dealers, Retailers, Finance Brokers
“10🌟 atleast. These guys know their stuff. Great service and would highly recommend anyone looking for compliance guidance. Currently working on ISO27001 for my client and I couldn't be happier.”
Transparent Fees & Pricing
28 Cleveland St, Wolverhampton WV1 3HT
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Pickering & Butters Solicitors

Pickering & Butters Solicitors

(30)
Franchising, Commercial Litigation, Public Services
“We've recently sold and bought a house with conveyencing from Pickering & Butters. They were great and got on with what was needed without prompting. They also did conveyancing for us five years ago and did our wills too. We'd highly recommend them f...”
Transparent Fees & Pricing
19 Greengate St, Stafford ST16 2LU
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Masterplan Wealth

Masterplan Wealth

(34)
Who we Help, Knowledge & Resources, Why Work With us
“My wife and I have been with Masterplan for several years and have always found them to offer excellent advice. Joe has helped with our retirement planning, he is quick to reply and nothing is too much trouble. Recommended.”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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The DM Group

The DM Group

(48)
  • Dexter
  • Pressure
  • Confident
“It was so easy to work with Durham McCarthy and Nathaniel was brilliant. Very happy with our Wills, insurance and trusts as well as the time Nathaniel took with us to ensure everything was just as we wanted.”
Home Leigh, New Garden St, Stafford ST17 4AG
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Clarkson Hall

Clarkson Hall

(37)
  • Remortgaging
  • House
  • Questions
“I couldn't recommend Dean enough. He was so helpful, providing clear and transparent advice. I always felt everything he was saying was in my best interests and no query felt too small or silly - which was very welcome as a first time buyer and not b...”
63a Market Pl, Cannock WS11 1BP
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Howard Wright

Howard Wright

(43)
  • Efficient
  • Options
  • Relationship
“Gareth has always been a pleasure to work with. He is always professional and gives structured detailed advice and updates. I have used Howard Wright for many years and will continue to use them for the foreseeable future. Positive Responsiveness, Q...”
Family Business
Serving Aldridge Area
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Wesleyan

Wesleyan

(39)
“Laura Duncan has been amazing in producing a financial plan that could meet our needs and secure our financial future. She has been the first adviser to come up with a bespoke plan tailored to our needs taking in to account our current spend, existin...”
Coupons & Offers
Transparent Fees & Pricing
Colmore Circus Queensway, Birmingham B4 6AR
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Stalworth Wealth

Stalworth Wealth

(32)
Insurance, Investments, Mortgages
“I found Mr Peter Ball very polite, professional, and responsive. He handled my matter in timely and professionally manner with client care. He does extra miles for client satisfaction. Therefore, I recommend him without any hesitation. Positive Respo...”
Stalworth Wealth Ltd, Watling Court, Orbital Plaza, Watling St, Cannock WS11 0EL
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Gardner Financial Management

Gardner Financial Management

(38)
Inheritance Tax Planning, Mortgages, Equity Release
“Lee and the team at Gardner FM helped me navigate my way through the minefield of consolidating my pensions. From day one the service was excellent and the process was concluded with smooth and reliable efficiency. Highly recommend them.”
Free Initial Consultation
Serving Aldridge Area
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Midlands Investment Agency

Midlands Investment Agency

(31)
  • Heart
  • Pension
  • Knowledge
“Martin and his team give great real world advice for me and my financial situation. I can trust that he can see a broad picture of my financial needs and he takes care in guiding me in the right direction and keeping me informed. Positive Responsive...”
Transparent Fees & Pricing
16 High St, Tettenhall, Wolverhampton WV6 8QT
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James Gregory Financial

James Gregory Financial

(35)
  • Company
  • Questions
  • Communication
“A GOOD COMPANY , WHO HELPED WITH MY PENSION OPTIONS . MADE SURE I UNDERSTOOD ALL THE PROS AND CONS OF EACH OPTION . ANSWERED ANY QUESTIONS I HAD . Positive Professionalism”
In Business Since 2009
11, Newton Court, Pendeford, Wolverhampton WV9 5HB
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Integritas Financial Planners

Integritas Financial Planners

(31)
Protection, Investment Advice, Mortgage Advice
“Mark has been providing financial advice to us for several years now. We have always found him professional, friendly and extremely knowledgeable. He has always given us excellent advice and we would highly recommend Mark and his excellent team.”
Free Initial Consultation
Transparent Fees & Pricing
Serving Aldridge Area
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Retirement Planning and Investment Management Services in Aldridge Cost Estimates

Minimum cost
£1189
Maximum cost
£10098
National Average
£3564
Avg Per Hour Rates
£358
£2377
£6535
Average price range is based on 546 cost profiles
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Average Cost £3564
Minimum cost £1189
Maximum cost £10098
Avg Per Hour Rates £358

Average range $2377 to $6535 is based on 546 cost profiles.

Why these companies made our list

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