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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..”

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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 ...”

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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 ...”

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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”

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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 🙌🏻 …”

Featured

Can I Get a Mortgage with a CCJ? 🤔 If you’re looking for a mortgage in UK, but have a County Court Judgment (CCJ) on your credit record, you might be wondering if it’s still possible to secure a mortgage. The good news is that while having a CCJ can make things a bit more challenging, it definitely doesn’t make it impossible. Let’s explore what a CCJ is, how it impacts your mortgage application, and what you can do to improve your chances of getting approved.

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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.”

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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...”

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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...”

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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.”

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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.”

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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...”

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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...”

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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”

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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”

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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...”

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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...”

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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 ...”

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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! 🤩 …”

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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.”

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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 ...”

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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...”

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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...”

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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...”

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Coleshill Wealth Management

(3)

“Dave was really helpful during the whole process of finding a mortgage, putting in the application, liaising with solicitors right until completion. As first time buyers with a mortgage he made us feel so reassured throughout. Couldn't fault his serv...”

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Average Cost	£3762
Minimum cost	£1255
Maximum cost	£10660
Avg Per Hour Rates	£378

Best Financial Advisors in Birmingham

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Birmingham area.

Jordan Financial Management

Integrity Accountancy Services Limited

Central Financial Services

Henwood Court Financial Planning

HLC Mortgages

Masterplan Wealth

Wesleyan

Chase de Vere

Central Business Finance

Whateley Wealth Management

J&P Financial Services

Advice Wise

Engage Accountancy Limited

Intuitive FS

Cityends

Nfp, an Aon Company

G & B Associates

Money4dentists

Four Oaks Financial Services Limited

M D McFerran & Co

Poppleton & Appleby

Opus Independent Financial Planning

Galileo Wealth

Coleshill Wealth Management

Retirement Planning and Investment Management Services in Birmingham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Birmingham

Popular in Birmingham