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Jordan Financial Management

(50)

Specialist Advice, Wills, Estates & Inheritance Tax, Financial Planning

“Neil Currier of JFM has been looking after our financial affairs since we asked him about 10yrs ago to sort out numerous small pensions. Since then he has guided us through the process of investing our savings & proceeds of pensions in language we ca...”

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Central Financial Services

(50)

Communication
Team
Advice

“We have had an absolutely brilliant experience with CFS. Lucie went above and beyond finding us the best mortgage deals, helping us to port a mortgage successfully and supporting us on gaining great insurance. Peter and the rest of the team were also...”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“Having decided to amalgamate several pension pots, gathered over a lifetime of working, I needed someone who I could trust to do a good job for me. Gary went the extra mile by obtaining details of each pot, analyzing their status, and discussing our ...”

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Choice Finance

(47)

Information
Insurance
Phone

“Completed my mortgage and insurances with Shiv at choice, Can honestly say that this company couldn't of done any more for me and my partner. They go above and beyond whilst maintaining the up most professionalism. Recomend these to anyone looking at...”

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Henwood Court Financial Planning

(50)

Family
Goals
Decisions

“We were first introduced to Nick through a mutual friend and business associate in the summer of 2009. At the time we were looking for financial advice and based on a number of recommendations we became a client that year. We have always found Nick ...”

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SRC Accountancy Services

(50)

Efficient
Knowledge
Financial

“We have been dealing with Simon's company for over ten years. He and his company are very professional and efficient. We have friends who also use SRC Accountancy and have been with them even longer. Easy to deal with and very flexible would highly r...”

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The Compliance Guys

(32)

Self Funding, Appointed Representatives, Finance Brokers

“Was a little worried about how difficult this would be, but the compliance guys made this so simple. Sam was amazing, talked me through everything, made everything crystal clear, and was very efficient. Would definitely recommend these guys, in...”

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Pickering & Butters Solicitors

(30)

Employment Law, Commercial Property, Business & Commercial

“Absolutely outstanding service given by Jan Boulter, Michelle and the lovely receptionists, I've had a very lengthy case ongoing since I was a child into adulthood, Jan took over my case from another solicitor and it's the best thing that ever happen...”

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Masterplan Wealth

(34)

Knowledge & Resources, Who we Help, Why Work With us

“Used Mark Griffiths from Masterplan as a mortgage broker. Would highly recommend his services, was very easy to deal with and got things sorted very quickly. Didn't ever have to nag or chase him for anything. He also got me a very good mortgage rate ...”

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The DM Group

(48)

Will Writing
Free Will
Confident

“I made my will through my work's employee benefit scheme, free of charge. Amy, my adviser was great. Explained everything clearly to me and took the time to answer all my questions. There are additional services on offer, like storage, Lasting pow...”

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Wesleyan

(39)

“I am a junior doctor who was struggling to find a mortgage and working busy long shifts I didn't have the time for multiple meetings with different banks, though Ifty Bhatti one of the mortgage advisers at wesleyan who specialises in doctor mortgage ...”

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Clarkson Hall

(37)

Communication
First Time Buyer
Questions

“Would highly recommend Dean at Clarkson Hall his absolutely Brilliant. His super reliable and really quick at getting things done. Always replies fast and always answers questions doesn't matter if they are big or small. Dean made us feel at ease thr...”

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Howard Wright

(43)

Review
Company
Relationship

“Howard Wright have been providing us with Financial planning advice for the past 4 years. During this time, Howard Wright have taken time to build a relationship based on trust, integrity and open honest two-way communication. Our relationship manag...”

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Stalworth Wealth

(32)

Mortgages, Investments, Retirement

“We cannot thank Pete and Molly enough. As first time buyers we were naturally clueless and stressed. They both worked together so well to explain everything to us before being there for us litererally every step of the way. When the interest rates dr...”

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Midlands Investment Agency

(31)

Knowledge
Pension
Advice

“Having been advised by Martin and the team for many years I wholeheartedly endorse their capabilities and willingness to be the 'best they can be' to always offer me outstanding advice. They are always willing to go above and beyond to provide me wit...”

Featured

10 Essential Steps for a Fulfilling Retirement 🌟 Turning your retirement dreams into reality requires a solid plan. Here are 10 pivotal steps to secure financial freedom for your life’s next chapter: 1️⃣ Start Early & Be Consistent: Leverage time and compound growth. 2️⃣ Eliminate Debt: Clear all debts to avoid future complications. 3️⃣ Diversify Investments: Spread your funds across various assets. 4️⃣ Establish Clear Goals: Define your ideal retirement scenario. 5️⃣ Explore Pension Options: Research all available pension schemes. 6️⃣ Prioritize Health: Invest in your health to avoid future expenses. 7️⃣ Budget Wisely: Monitor your earnings and spendings. 8️⃣ Stay Informed: Keep up with financial updates and changes. 9️⃣ Seek Professional Advice: Consult a financial adviser. 🔟 Revisit & Modify Plans: Adjust your plans as life evolves. 📣 Share & Tag! If you find these tips valuable, share this post and tag those you think should start planning for a fulfilling retirement today! Start early, plan wisely, and embrace your future! ⛵ #FinancialFreedom #RetirementPlanning #LifeGoals #MoneyMatters...

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James Gregory Financial

(35)

Communication
Information
Questions

“It's a rare thing to discover a financial consultancy that genuinely cares about the people it serves and James Gregory Financial Ltd is that kind of financial consultancy. They've always shown me kindness, respect, and a friendly smile. I can't reco...”

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Integritas Financial Planners

(31)

Mortgage Advice, Investment Advice, Pension Advice

“My husband and I have been receiving financial advice from Mark for almost 10 years ... actually, it's a lot longer, if we take into account working with him before he set up his own business! Mark has a professional and friendly manner and we have a...”

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Outwoods Financial Planning

(36)

Meeting
Questions
Sense of Humour

“Jon has been my financial adviser for a number of years now and I can highly recommend him to anyone who is looking for an advisor. He is always on hand to offer sound and practical financial advise and unlike other advisors will regularly get in tou...”

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Central Business Finance

(30)

SME
Knowledge
Business Loan

“Working with Sam Sturdy and Central Business Finance was a truly positive experience. Their professionalism and commitment are exceptional. I highly recommend anyone in need of residential or commercial property finance to reach out to Sam and the Ce...”

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Chase de Vere

(26)

Advice For Medical Professionals, Partner With Us, Advice For Your Business

“Thank you to David Bridgewater at Chase de Vere who continues to provide me with sound and sensible advice for my investment portfolio. I have entrusted my finances to him for many years now in which time I have seen steady growth within my comfort ...”

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Brian Mole Independent Financial Advisers

(22)

Future
Informative
Sound

“Brian Mole financial advisors were recommended to us. David Hulland was our pension advisor. We initially struggled to understand all the in's and outs of our pensions but David was brilliant at explaining in easy terms. Very friendly and patient. W...”

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West Midlands Mortgage Centre

(28)

Protection, Business Protection, Mortgages

“We have used Alan on a number of occasions over the last few years. He is always extremely helpful, responds promptly and is extremely reliable. He has a wealth of experience and knows the mortgage market very well. His advice and support is al...”

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Sandwell Accountancy Services

(23)

Payroll, Book Keeping, Annual Tax Returns & Taxation

“We have been using Sandwell Accountancy Services for several years now and have been 100% happy the whole time. They are friendly and approachable with a depth of knowledge and experience that leave you feeling reassured and secure. Communicati...”

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J&P Financial Services

(20)

Options
Solicitor
Company

“Sonia has helped several family members and friends with their financial affairs and has recently been of invaluable help in sorting out my deferred pensions. One of these was straightforward but the other was more complicated and we were up against...”

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Average Cost	£3560
Minimum cost	£1188
Maximum cost	£10088
Avg Per Hour Rates	£358

Best Financial Advisors in Burntwood

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Burntwood area.

Jordan Financial Management

Central Financial Services

Opal Wealth Management

Choice Finance

Henwood Court Financial Planning

SRC Accountancy Services

The Compliance Guys

Pickering & Butters Solicitors

Masterplan Wealth

The DM Group

Wesleyan

Clarkson Hall

Howard Wright

Stalworth Wealth

Midlands Investment Agency

James Gregory Financial

Integritas Financial Planners

Outwoods Financial Planning

Central Business Finance

Chase de Vere

Brian Mole Independent Financial Advisers

West Midlands Mortgage Centre

Sandwell Accountancy Services

J&P Financial Services

Retirement Planning and Investment Management Services in Burntwood Cost Estimates

Why these companies made our list

Wealth Management Advisors near Burntwood

Popular in Burntwood