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HLC Mortgages

(50)

Understanding
Call
Company

“Outstanding experience! Billy Knowles from HLC Mortgages has been incredibly helpful, responsive and supportive throughout the entire process of purchasing my home. He is a brilliant, knowledgeable professional with a friendly attitude and his dedi...”

Featured

Is a 40 year mortgage the right choice? Let’s face it, it can feel pretty tough to get on the property ladder for first-time buyers today. Both house prices and interest rates have increased significantly, which has been especially noticeable over the last three years. However, did you know 40-year mortgages are available and have seen a dramatic increase over the past two years with 18% of all first-time buyers opting for a mortgage term of more than 35 years? We’re here to help guide you through the intricacies of the home loan universe. So, is a 40-year mortgage the best choice for you? Let’s discuss!

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Dom Whitehouse Financial Adviser

(50)

Solicitors
Email
Responsive

“Dom provided an excellent service for our mortgage. He fit us in very quickly and got our application sent off almost immediately when rates were rising quickly, saving us a lot of stress and money. He communicated very well throughout the rest of th...”

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Ashley Law Bromsgrove

Taxation, Mortgages, Savings & Investments

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Holyoakes Group

(1)

“Absolutely fantastic service and advice from Matt for our mortgage and also Asad who helped organise our life insurance policy. Always professional and honest advice with quick replies. Would highly recommend! Thank you so much for all your help. Po...”

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High House Wealth Management

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Portcullis Financial Planning

FAQs

Where are meetings held?

We prefer to hold meetings on a face-to-face basis, but appreciate logistically this is not always possible, therefore we can also accommodate meetings on a remote basis. Our offices provide client parking and a private meeting room.

Is there a cost for an initial meeting?

No, the initial discovery meeting is at our expense. Our process involves an initial discussion over the phone to ascertain your requirements and provide the opportunity to make your own assessment of our services, before committing to a meeting.

What do I need to prepare for my meeting?

As part of or client onboarding process we will ask you to provide a summary of your personal and financial situation using an online portal, which includes an attitude to risk questionnaire.

What are your costs?

Our costs are provided in the cost and charges document, available on request. Fees will depend on the complexity of your situation, and therefore the amount of work required. We will explain our fees in our initial meeting, and all fees will be discussed and agreed before any work is undertaken.

More information can also be found on the FAQ page of our website.

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Acclaimed Mortgage Consultancy

(50)

Buildings and Contents Insurance, Life Insurance, Critical Illness Insurance

“Gavin and the team were fantastic. Light-years above the experiences we've had with "free" advisors in the past. They took an incredibly personal approach, had invaluable knowledge and could speak to the people that impacted our mortgage. In th...”

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JWC Financial Solutions

(50)

Wealth Management, Taxation, Financial Planning

“This was the second time I have used JWC for help with my mortgages and both times John and his team have been amazing! I really can't thank them enough for all their help and support. They took the time to listen, understand my needs and my situati...”

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Wiser Mortgage Advice - Redditch

(50)

Stress
Life Insurance
First Time Buyers

“Dean was recommended by my wifes friend. I had previously seen other advisors who were offering practically closed doors for a mortgage in principle. Seen Dean apsolutley changed things totally. Within a space of an hour going shopping the phone was ...”

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Lucent Financial Planning

(50)

Well-Being
Goals
Company

“Steve and his team are so professional, know their "trade" inside out and added to this can give excellent honest, trusted advice presented in a user friendly way. The most important is the client always stays in control, that's why Steve and his tea...”

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Financial Advice Centre

(46)

Professional Connections, Investments, Planning For Retirement

“We were placed in touch with Louise at F.A.C.E via our Estate Agent. From the get go, Louise was professional, friendly, and wanted to get us our dream home. Due to our insistence on buying a very old property, a lot of road blocks were placed in our...”

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Henwood Court Financial Planning

(50)

Individual
Family
Decisions

“Since we were referred to Henwood Court in 2013, well before we retired, we have felt as though we have been looked after almost as family members. The diligent care, interest and attention which Jason put into assessing our needs from the outset wer...”

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Meriden Financial Planning Limited

(43)

First Time Buyer
Pensions
Call

“They were my mother's financial advisers until she died recently. They kept in touch to review etc on a regular basis and designed a portfolio to achieve what she wanted. Richard supported me in my role as executor, particularly in taking on much of...”

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Mortgages Plain and Simple

(50)

Application
Stress
Advice

“I have used Austin at Mortgages Plain and Simple a couple of times now; on both occasions I have received first class assistance & guidance throughout the process, every question I had was answered very quickly and Austin made absolutely sure that I ...”

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MWS Financial Advisers Limited

(50)

Solicitors
Options
Communication

“Oliver Watts helped us with our house purchase over the summer, and he was a calm head and helpful set of eyes throughout. He was incredibly approachable and friendly, on top of his technical ability. So responsive to all of our queries, of which the...”

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Wesleyan

(39)

“I am very grateful for the in-depth analysis of my financial situation and continuous support provided by my financial advisor Mr Vince Popnikolov over the last 3 years. In every communication with him all my questions are answered, empowering ...”

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Prosser Knowles Associates

(37)

Patient
Options
Pension

“This company has proved to be invaluable to me..they have handled all queries quickly and have left me grateful for their I valuable expertise in their field. Our adviser Callum has been friendly and patient in sorting out problems and giving good s...”

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Capc - Mortgage Brokers

(50)

Responsive
Property
Business

“I'm delighted we chose to work with CAPC in the first place because we utilised them for a challenging remortgage case. We were unlikely to reach fulfilment, as if it were someone else. They aren't typical brokers, not only knowing a lot of lenders o...”

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Chase de Vere

(26)

Advice For Medical Professionals, Advice For You, Advice For Your Business

“My financial adviser at the Birmingham office of Chase de Vere has offered me excellent, friendly and well informed advice for a considerable number of years. Their advice has not only helped me to meet my current financial needs but also allowed me ...”

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Whateley Wealth Management

(31)

Videos, Calculators, Market Data

“Nicola and her team ( no relation btw!) Have an office nearby. I was searching for a financial advisor and popped my head in. I haven't looked back since … they are a professional but welcoming team and I have been well taken care of. I wouldn't h...”

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Sandwell Accountancy Services

(23)

Payroll, Accounts, Annual Tax Returns & Taxation

“SAS have been helping me for over 10 years now and I cannot fault their service. Always professional and accurate and good value for money. Highly recommended.”

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J&P Financial Services

(20)

Options
Company
Pension

“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 ...”

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NHM Accounts Limited

(18)

Team
Worries
Communication

“Been using NHM accountancy and bookkeeping for years. Nathan always deals with my tax return and accounts promptly every year and is always polite and helpful.”

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JPA Financial Services

(14)

Pension Planning, Savings and Investments, Protection Needs

“Nik assisted me with my life and critical illness insurance policies - the process was incredibly straightforward, and the policy price was much cheaper. Highly recommended.”

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Average Cost	£3572
Minimum cost	£1192
Maximum cost	£10120
Avg Per Hour Rates	£359

Best Financial Advisors in Bromsgrove

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Bromsgrove area.

HLC Mortgages

Dom Whitehouse Financial Adviser

Ashley Law Bromsgrove

Holyoakes Group

High House Wealth Management

Portcullis Financial Planning

Acclaimed Mortgage Consultancy

JWC Financial Solutions

Wiser Mortgage Advice - Redditch

Lucent Financial Planning

Financial Advice Centre

Henwood Court Financial Planning

Meriden Financial Planning Limited

Mortgages Plain and Simple

MWS Financial Advisers Limited

Wesleyan

Prosser Knowles Associates

Capc - Mortgage Brokers

Chase de Vere

Whateley Wealth Management

Sandwell Accountancy Services

J&P Financial Services

NHM Accounts Limited

JPA Financial Services

Retirement Planning and Investment Management Services in Bromsgrove Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bromsgrove

Popular in Bromsgrove