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Best Financial Advisors in Birmingham

Handpicked from 50 vetted & reviewed Financial Planning & Wealth Management firms in the Birmingham area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Galileo Wealth

Galileo Wealth

(4)
Saving & Investing: A Guide For Expats, Protection & Will Planning, Pensions & Retirement
“Great support from Chris in the last 5 years. Very personable and professional advice that has sorted out my previous pension issues and got my investments back on track. Also shoutout to Maxi his very supportive assistant. Would strongly recommend...”
In Business Since 2020
Grosvenor House, 11 St Paul's Square, Birmingham B3 1RB
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Corrigans Financial Services

Corrigans Financial Services

(3)
“Excellent advice very professional”
5, Sycamore Court, 5 Sycamore Ct, Birmingham Rd, Allesley, Coventry CV5 9BA
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Jordan Financial Management

Jordan Financial Management

(50)
Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning
“I am delighted with the service from JFM. Our advisor is extremely approachable, very knowledgeable, courteous and intuitive - everything that a comparative financial simpleton like me needs. All support staff are a pleasure to deal with too..”
Free Initial Consultation
Transparent Fees & Pricing
The Guildhall, 32 Lichfield Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2NJ
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Integrity Accountancy Services Limited

Integrity Accountancy Services Limited

(48)
Accounting Systems, Self-Assessment Tax Return, Bookkeeping & Accounting
“Great services provided by Integrity Accountancy. We have always received quick answers to all our enquiries, personalised advice and support. It was a pleasure to work with them and definitely their services are recommended. Thank you for all your ...”
In Business Since 2014
1539 Stratford Rd, Birmingham B28 9JA
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Central Financial Services

Central Financial Services

(50)
  • New Build
  • Professional
  • Team
“Ian & Peter were absolutely imperative to our property purchase last year. A whole year and 3 different properties but they were patient, professional and highly informative throughout. Always on hand when needed and incredibly reasonable pricing, I ...”
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Henwood Court Financial Planning

Henwood Court Financial Planning

(50)
  • Support
  • Confidence
  • Goals
“Great service, good advice and partners. Henwood Court understand that retirement planning is not just about money it is about making good life choices. Recommend. Positive Responsiveness, Quality, Professionalism”
Transparent Fees & Pricing
20 Country Park View, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B76 1TE
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HLC Mortgages

HLC Mortgages

(50)
  • Property
  • First Time Buyers
  • The Future
“Top tier experience from start to end, Byron in particularly was a huge help for us getting our first mortgage, big thanks to all the team 🙌🏻 …”
10 Old Birmingham Rd, Lickey End, Bromsgrove B60 1DE
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Masterplan Wealth

Masterplan Wealth

(34)
Who we Help, Knowledge & Resources, Why Work With us
“Joe and Jason were really friendly, talked me through the issues I needed to consider in a way that made things clear and were really helpful. Nothing was too much trouble and they were really knowledgable.”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Wesleyan

Wesleyan

(39)
“Nick Zand was fantastic in guiding me towards an payment protection plan that was suited to my stage in training. He was honest and open at all times and very accommodating with regards to my busy schedule. A pleasure to work with. Positive Responsiv...”
Coupons & Offers
Transparent Fees & Pricing
Colmore Circus Queensway, Birmingham B4 6AR
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Central Business Finance

Central Business Finance

(30)
  • Products
  • Grant
  • Knowledge
“I used Alison Bradley for an SME grant and I was awarded £25k. Alison walked me through the application and made it effortless. I would highly recommend Central Business Finance.”
In Business Since 2013
50-54 St Paul's Square, Birmingham B3 1QS
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Chase de Vere

Chase de Vere

(26)
Advice For Your Business, Partner With Us, Advice on Personal Injury Awards
“Brilliant service from Chase de Vere. My advisors, Jas, Aaron and Ollie, ensured that the mortgage application process was straightforward and communicated very well throughout. Very impressed and would recommend to anyone. Positive Responsiveness, Q...”
50+ Years Experience
1 Cornwall St, Birmingham B3 2DX
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Whateley Wealth Management

Whateley Wealth Management

(31)
Market Data, Research Links, Newsletters
“Cannot recommend this firm highly enough ! Daisy has been exceptional in assisting me with my mortgage - communication is speedy and transparent ; won't be hesitating to do future business with them in the future.”
3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS
Featured

Here at Whateley Wealth Management, we’re here to reassure and guide our clients during the upcoming election. Our advisers have decades of experience throughout different market conditions and elections, and we are here to help and support you no matter the outcome Don’t let short term headlines distract you from your long term objectives. If you have any concerns, call us to discuss.

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J&P Financial Services

J&P Financial Services

(20)
  • Needs
  • Mortgage
  • Solicitor
“My partner and I have just completed on our house move and found Sonia's support a great help. The mortgage, insurance and solicitor advice was second to none. We always found Sonia affable and easy to reach. What can be a very stressful time was mad...”
25 Western Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 5SP
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Engage Accountancy Limited

Engage Accountancy Limited

(13)
Accounting & Bookkeeping Services, Tax Compliance, Business Consultancy
“Dipen was excellent with my tax return! Always very quick to respond and helpful answering any questions! Good value for money also, highly recommend! Positive Responsiveness, Quality, Professionalism, Value”
Remote Consultations Available
3 Bear Hill, Alvechurch, Birmingham B48 7JX
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Advice Wise

Advice Wise

(9)
Investments, Mortgages, Protection
“Advice wise was recommended to me and this was the best recommendation I have had. My daughter and her partner wanted to purchase their first property but with covid the deposit requirements kept changing. They went to a high street Bank and had a d...”
Transparent Fees & Pricing
In Business Since 2019
62 Anchorage Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2PG
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Intuitive FS

Intuitive FS

(11)
Pensions, Protection, Investments
“Mark Popple has managed my financial investments for about 20 years, and I trust him implicitly. Mark has always acted with complete professionalism and his advice has been invaluable to me”
1A Belwell Ln, Mere Green, Birmingham, Sutton Coldfield B74 4AA
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Cityends

Cityends

(14)
  • Rent
“Really pleased with the service received from Citiends especially Mahir Khan. Mahir provided an excellent service from start to finish when it came to selling our home. He helped us achieve the price we wanted and also provided fantastic service when...”
In Business Since 2007
1620 Coventry Rd, Birmingham B26 1AL
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Nfp, an Aon Company

Nfp, an Aon Company

(9)
Packaged HR Solution, Overview
“My partner & I would highly recommend Emma Crocker to anyone looking for a reliable Mortgage Advisor. Aside from the fact that nothing was too much trouble, Emma was attentive, knowledgeable and grounded from beginning to end. She was able to support...”
12, Caroline Point, 62 Caroline St, Birmingham B3 1UF
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G & B Associates

G & B Associates

(8)
  • Mortgage
  • Company
  • Team
“Me and my wife have had our first meeting with Neale today regarding our new mortgage. The level of service we received from the moment we entered the building was faultless. It was refreshing to find a truly professional company that makes you feel ...”
Family Business
The Gate House, 27 Gate Ln, Boldmere, Birmingham, Sutton Coldfield B73 5TR
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Money4dentists

Money4dentists

(3)
Achieve Your Goals, Specialist Ifas, THE Awards
“Great advice and nice to have a wide range of professional services for dentists all under one roof as financial advice, accounting and legal often intersect. Have been a client for over 20 years and couldn't be happier! 🤩 …”
Free Initial Consultation
In Business Since 2001
51-52 Calthorpe Rd, Birmingham B15 1TH
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Four Oaks Financial Services Limited

Four Oaks Financial Services Limited

(6)
Protection, Investments, Mortgages
“I work alongside Four Oaks Financial Services on a regular basis and would have no hesitation in recommending them for all aspects of financial advice. They are helpful, insightful and diligent. They provide an excellent, client friendly service.”
In Business Since 2012
168 Birmingham Rd, Shenstone Woodend, Shenstone, Lichfield WS14 0NX
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M D McFerran & Co

M D McFerran & Co

(1)
Salhan Connect - Low Cost Accounts For Small Businesses, Specialist Accountancy & Tax Services
“Robin & Lucie have taken care of us for the past 25yrs, from annual tax management to day to day payroll services for a team of 30 staff. Their service has always been excellent, cannot recommend them highly enough. Posted on behalf of Tender Years ...”
Transparent Fees & Pricing
3 Millford Cl, Birmingham B28 0YL
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Poppleton & Appleby

Poppleton & Appleby

(1)
Creditor Pressure Ccj’s and Winding Up Petitions, Hmrc Arrears, Cash Flow Problems
“To liquidate your company has to be one of the low points in anyone's career however I have to give a big shout out to the guys at P&A. they made a very difficult situation far more palatable that I could ever have hoped for. Garry & Mark were supe...”
Offers Financing Options
Licensed
67 - 71 Northwood St, Birmingham B3 1TX
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Opus Independent Financial Planning

Opus Independent Financial Planning

(4)
“Cannot recommend Opus Independent Financial Planning enough. Professional, helpful and kept us up date throughout the mortgage application process. Nothing was too much trouble and Lee went above and beyond to get us the best mortgage deal. An all ro...”
Transparent Fees & Pricing
In Business Since 2017
1 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Retirement Planning and Investment Management Services in Birmingham Cost Estimates

Minimum cost
£1255
Maximum cost
£10660
National Average
£3762
Avg Per Hour Rates
£378
£2509
£6898
Average price range is based on 408 cost profiles
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Average Cost £3762
Minimum cost £1255
Maximum cost £10660
Avg Per Hour Rates £378

Average range $2509 to $6898 is based on 408 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Birmingham

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