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Best Financial Advisors in Burntwood

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

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Jordan Financial Management

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...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Burntwood Area
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Central Financial Services

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...”
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Opal Wealth Management

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 ...”
38 Waterloo Rd, Wolverhampton WV1 4BL
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Choice Finance

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...”
In Business Since 2015
Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL
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Henwood Court Financial Planning

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 ...”
Transparent Fees & Pricing
Serving Burntwood Area
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The DM Group

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...”
Home Leigh, New Garden St, Stafford ST17 4AG
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Masterplan Wealth

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 ...”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Howard Wright

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...”
Family Business
Serving Burntwood Area
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Wesleyan

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 ...”
Coupons & Offers
Transparent Fees & Pricing
Colmore Circus Queensway, Birmingham B4 6AR
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Clarkson Hall

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...”
63a Market Pl, Cannock WS11 1BP
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Stalworth Wealth

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...”
Stalworth Wealth Ltd, Watling Court, Orbital Plaza, Watling St, Cannock WS11 0EL
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Midlands Investment Agency

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...”
Transparent Fees & Pricing
16 High St, Tettenhall, Wolverhampton WV6 8QT
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

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...”
In Business Since 2009
11, Newton Court, Pendeford, Wolverhampton WV9 5HB
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Integritas Financial Planners

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...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Burntwood Area
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Chase de Vere

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 ...”
50+ Years Experience
1 Cornwall St, Birmingham B3 2DX
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Brian Mole Independent Financial Advisers

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...”
26-27 Bridge St, Burton-on-Trent DE14 1SY
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West Midlands Mortgage Centre

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...”
In Business Since 2022
Gainsborough House, 14 Burnett Rd, Streetly, Sutton Coldfield B74 3EJ
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Sandwell Accountancy Services

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...”
Family Business
Serving Burntwood Area
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J&P Financial Services

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...”
Serving Burntwood Area
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Paladin

Paladin

(28)
  • Options
  • Advice
  • Questions
“We have recently had a hard time with a mortgage broker not telling us all and doing all he could for us, which has cost us a lot of money. Lee has been great throughout the process with advise, guidance, and next steps. Definitely recommend the team...”
Wiltell Lodge, Wiltell Rd, Lichfield WS14 9ET
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JPA Financial Services

JPA Financial Services

(14)
Protection Needs, Savings and Investments, Pension Planning
“My husband and I saw Nik to get some advise on future financial planning. He really helped us see some options that we hadn't even considered. We can now see where a few small changes will make a big difference for our retirement”
Serving Burntwood Area
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Legal & Financial Planning

Legal & Financial Planning

(24)
  • Family
  • Financial Advisor
  • Retirement
“We have been so pleased with the service received to date. My husband and I are only relative newbies being with Legal & Financial since 2021. Leo, Tracey and Joy are beyond efficient. I pride myself on similar levels of response/service in my work a...”
Transparent Fees & Pricing
Trent Business Centre, Eastern Ave, Lichfield WS13 6RN
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Advice Wise

Advice Wise

(9)
Tax Planning, Mortgages, Investments
“I've used Steven at advise wise for several years and he gives great advice. I will say he explores every avenue in the most tricky of cases. Thank you advise wise for all your hard work in helping us secure our mortgage.”
Transparent Fees & Pricing
In Business Since 2019
Serving Burntwood Area
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Bank House Financial Planning

Bank House Financial Planning

(27)
  • Cash
  • Future
  • Questions
“After spending 3 months trying to get sufficient information from my original provider which led to more questions than answers. I then engaged Sam from HCL Bank House who, in 3 meetings, not only helped to determine what to do with my pension but a...”
Serving Burntwood Area
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UK Law Guides

Retirement Planning and Investment Management Services in Burntwood Cost Estimates

Minimum cost
£1188
Maximum cost
£10088
National Average
£3560
Avg Per Hour Rates
£358
£2374
£6528
Typical price range is based on 340 cost profiles
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Average Cost £3560
Minimum cost £1188
Maximum cost £10088
Avg Per Hour Rates £358

Typical range £2374 to £6528 is based on 340 cost profiles.

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