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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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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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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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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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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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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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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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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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Sirius Financial Planning

(2)

Protection, Savings and Investments, Pensions

“Amazing service David helped me so much with financial advice x”

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Gemini Wealth Management

(2)

“Pleasure to deal with”

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Know Tax Accountants

(1)

Income Tax, Corporation Tax, Auto Enrolment and Workplace Pensions

“A professional service provided at all times by experts in their field. Would recommend to family and friends and anyone in need of an accountant that knows tax.”

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Barnett Ravenscroft Wealth Management

(5)

“Oddly, the best financial management you have ever experienced is NOT the reason to pick these guys, though you will get that too. BRM helped me get my entire life plan in order, now I stand a chance of living my maximum life. Thanks Richard and team...”

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Corrigans Financial Services

(3)

“Excellent advice very professional”

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Griesel Wealth Management

(8)

Pension Provider
Stress
Property

“I needed to make a decision as to what options I wanted from my Pension pot. After speaking to Pension Wise, I was totally confused and overwhelmed by everything that was discussed and didn't know where to turn. I had been advised by my pension provi...”

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Footes Financial Planning UK

(2)

“Caring and attentive. Accessible team and highly professional all round.”

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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

Central Financial Services

Henwood Court Financial Planning

HLC Mortgages

Masterplan Wealth

Wesleyan

Chase de Vere

Whateley Wealth Management

J&P Financial Services

Advice Wise

Intuitive FS

G & B Associates

Money4dentists

Four Oaks Financial Services Limited

Galileo Wealth

Opus Independent Financial Planning

Coleshill Wealth Management

Sirius Financial Planning

Gemini Wealth Management

Know Tax Accountants

Barnett Ravenscroft Wealth Management

Corrigans Financial Services

Griesel Wealth Management

Footes Financial Planning UK

Retirement Planning and Investment Management Services in Birmingham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Birmingham

Popular in Birmingham