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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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Barnett Ravenscroft Wealth Management

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...”
13 Portland Rd, Birmingham B16 9HN
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SJ Financial Solutions

SJ Financial Solutions

(30)
  • Financial Advisor
  • Professional
  • Experience
“They were recommended by a friend and I have since recommended to friends. They are very efficient, friendly and knowledgable. They follow up on you and for you when things go quiet. Could not praise them enough.”
185-187 High St, Harborne, Birmingham B17 9QG
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Henwood Court Financial Planning

Henwood Court Financial Planning

(30)
  • Feel
  • Retirement
  • Confidence
“Henwood Court relieves us of all our worries about financial issues which had previously burdened us and, in the light of their knowledge of our nature, stimulates the formulation of objectives and options for future action, enabling us to live our ...”
Transparent Fees & Pricing
20 Country Park View, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B76 1TE
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Chase de Vere

Chase de Vere

(16)
Advice For Your Business, Partner With Us, Advice on Personal Injury Awards
“Jay Dhaliwal My IFA, Jay Dhaliwal, continues to provide truly excellent support and advice. Like many senior doctors, I am currently trying to navigate the truly baffling annual and lifetime allowance tax issues, and Jay is hugely knowledgable and c...”
50+ Years Experience
1 Cornwall St, Birmingham B3 2DX
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Wesleyan

Wesleyan

(22)
  • Insurance
  • Pension
  • Understand
“We have recently completed on a house with help from Wesleyan's mortgage adviser Nick Zand. As two doctors working full-time we would have struggled without Nick's help. He helped us to obtain a good mortgage is very responsive to email. Nick offered...”
Coupons & Offers
Transparent Fees & Pricing
Colmore Circus Queensway, Birmingham B4 6AR
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.1 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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Whateley Wealth Management

Whateley Wealth Management

(14)
Market Data, Research Links, Newsletters
“Incredible service from the whole team at Whateley, nothing is too much bother for them. They are happy to explain complex terms and processes, they made everything easy for us. Will be using again in the future and highly recommend.”
In Business Since 2015
3 Parsonage Dr, Cofton Hackett, Birmingham B45 8AS
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Engage Accountancy Limited

Engage Accountancy Limited

(13)
Accounting & Bookkeeping Services, Tax Compliance, Business Consultancy
“Reliably deliver every year a thorough and comprehensive service. Personal experience and results improves confidence that your situation and business is the priority.”
Remote Consultations Available
First Floor, The Mill, Radford Rd, Alvechurch, Birmingham B48 7LD
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Cityends

Cityends

(13)
“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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Corrigans Financial Services

Corrigans Financial Services

(3)
Self Administered, Gilts, Equity Release Mortgages
“Excellent advice very professional”
Family Business
5, Sycamore Court, 5 Sycamore Ct, Birmingham Rd, Allesley, Coventry CV5 9BA
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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
62 Anchorage Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2PG
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Money4dentists

Money4dentists

(2)
Achieve Your Goals, Specialist Ifas, THE Awards
“Great service from Richard and his team, in helping me manage my protection policies and investments for the future.”
Free Initial Consultation
In Business Since 2001
51-52 Calthorpe Rd, Birmingham B15 1TH
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Dains Accountants - Birmingham

Dains Accountants - Birmingham

(1)
“great all round service”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 1997
15 Colmore Row, Birmingham B3 2BH
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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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Affinity Financial Planning

Affinity Financial Planning

(9)
“I highly recommend Darshan and his team they are very professional and understand the market they are in. They are very passionate and do their due diligence, very informative with the level of detail about the right investment for yourself its been ...”
30+ Years Experience
15 High St, Harborne, Birmingham B17 9NT
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Digitax Accountancy

Digitax Accountancy

(4)
“We found this company online. So far all good. Mr Gray (Accountant ) is very helpful and whenever we needed his help he come forward and does the needful. As a person also very kind. Happy to working with him. Highly recommend .”
Transparent Fees & Pricing
Flat 2, 73 Birmingham Rd, West Bromwich B70 6PY
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J&P Financial Services

J&P Financial Services

(13)
  • Solicitor
  • Pension
  • Options
“I went to Sonia for some pension advice last year. In conversations we had, she talked to me with language I understood. She went through all the options available for the pensions in question and hopefully these investments will serve me well. I ...”
25 Western Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 5SP
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Four Oaks Financial Services Limited

Four Oaks Financial Services Limited

(3)
Protection, Investments, Mortgages
“Thank you Simon and Yomi for delivering a brilliant financial planning presentation to the team at Pickford Solicitors.”
In Business Since 2012
168 Birmingham Rd, Shenstone Woodend, Shenstone, Lichfield WS14 0NX
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G & B Associates

G & B Associates

(8)
  • Mortgage
  • 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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Reynolds and Co

Reynolds and Co

(2)
Wealth Management, Accounting, Audit
“Nigel and his team are excellent. Reynolds and Co have been my accountants for nearly 20 years and have saved me thousands of pounds in that time. Customer service is second to none as well as competence and professionalism. I wouldn't dream of goin...”
Birmingham Business Park, 1310 Solihull Pkwy, Birmingham B37 7YB
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KJ Bookkeeping AND Payroll

KJ Bookkeeping AND Payroll

(2)
“Always on the end of the phone for any queries, really helpful and friendly service definitely recommend”
Free Initial Consultation
Park House, Bristol Rd S, Rednal, Birmingham B45 9AH
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Barnett Waddingham

Barnett Waddingham

(1)
Investment Consulting, Administration Services, Buyouts and Buy-Ins
“Smashing place nice helpful people”
3 Devon Way, Longbridge, Birmingham B31 2TS
Featured

Our Gender Equality Network intends to raise awareness, promote understanding and identify issues to promote #GenderEquality within BW. nnTo broaden the conversation around equality, and the role men play in supporting this, our network are working with E2W's Men for Inclusion this month to help show how everyone can champion #inclusion, be active allies for their colleagues, and tackle #equity obstacles.

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Griesel Wealth Management

Griesel Wealth Management

(1)
“Liam has provided me with an excellent service in obtaining a mortgage on my first property, he went above and beyond for me which allowed me to secure my dream home. Without Liam's persistence this would not have been possible. Thank you so much.”
Offers Financing Options
6+ Years Experience
54, City Heights, 85 Old Snow Hill, Birmingham B4 6HW
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Opus Independent Financial Planning

Opus Independent Financial Planning

(4)
“Opus Independent Financial Planning have always provided a professional and efficient service. They have been particularly helpful and supportive over the past twelve months which has been a very difficult time for me. Thank you to Simon and the t...”
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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Provest Wealth Management

Provest Wealth Management

(1)
“The principal advisor helped me to increase my level of wealth dramatically over a period of time with strategies and advice that are priceless.”
1st Floor, 14-16 Hewell Rd, Barnt Green, Birmingham B45 8NE
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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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