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Hunter & Co

“Thank you for visiting the Hunter & Co (IFA) Ltd website. The firm was acquired on Tuesday 13th December by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offic...”

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Sandwell Accountancy Services

(18)

Payroll, Book Keeping, Annual Tax Returns & Taxation

“Been with Swaran and his wonderful team for 15years or more, This family owned business is a credit to it's profession,our family business is proud to be associated with them. There professionalism has been much appreciated by all the Hanson family...”

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AJ Wealth Management

(7)

Inheritance Tax Planning, Savings & Investments, Work-Based Pensions

“I've been a client of AJ Wealth Management for many years. They have always provided expert advice and helped me invest wisely. Their service is second to none and I couldn't fault them in any way. - Richard Ratcliffe”

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Azi Accountancy Services

(1)

Capital Gains and Inheritance Tax, Property Investment, Auto Enrollment Pensions

“I found Azad sab very profeasional in accountancy services. We need help in company account and bookkeeping we have engaged many of accountant but no onw give proper response. By chance azad sab call for his website development and i have discussed m...”

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Evans Ash Financial Services

(1)

Home Buying, Saving and Investing, Retirement Planning

“Simply the Best!!! I recently underwent, probably the most complicated property purchase under the affordable housing scheme. From the very beginning - obtaining a mortgage (not many mortgage providers lend on the scheme) to completion Wendy from Ev...”

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Barnett Ravenscroft Wealth Management

(5)

“Richard and the team are very knowledgeable and have a clear understandable approach to investing. They never "apply" a cookie cutter approach and are all about listening and putting together a plan for you and your goals. Highly recommended.”

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Prosperity Wealth – Independent Financial Advisors

(7)

“Friendly and professional approach to any meetings or interaction I have had with all members of Prosperity Wealth. Their aim to support their clients and go above and beyond where necessary is clear to see.”

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Wealth Design

(1)

Personal Injury & Clinical Negligence, Financial Planning, Investments

“When my husband decided to become a contractor we needed some financial advice regarding our pension planning. We found the team at Wealth Design to be helpful, knowledgeable and worked with us to develop a plan that gives us flexibility and yet pea...”

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Clear Solutions Wealth & Tax Management

(5)

Team

“Stephen and his team are an extremely efficient professional team who are very approachable. Their approach to understand our financial needs is very thorough. Stephen clearly has a very good understanding of the financial markets and acts with integ...”

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Kind Wealth

(1)

Protection, Corporate Financial Planning, Retirement Planning

“I do not know what I would do without Sarah, her advice is second to none, her experience and knowledge is exactly what we all need!! if anyone needs any professional help I would highly recommend kind wealth especially Sarah Seeley (patience of a sa...”

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Lyness Accountancy Practice Limited

(2)

And no Arguments or Fee Disputes., No Exceptions;, No Quibbles;

“Fantastic accountants very professional, service is first class. Nothing is to much trouble for them, efficient and helpful staff. Would definitely recommend there services.”

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Opal Wealth Management

(30)

Introduction to Financial Planning

“I cannot rate the service I received highly enough based on my recent experience of dealing with Gary Stanfield at Opal Wealth Management. His approach was one of total professionalism from day 1 and during the process he made everything crystal c...”

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Pickering & Butters Solicitors

(23)

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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Choice Finance Cannock

(30)

Information
Insurance
Team

“Highly recommend Choice Finance. After what was a tough situation, Molly Pinson supported me every step of the way. I can't thank her enough. I'm a first time buyer, so have no experience when it comes to buying a house.Molly was at the end of the ph...”

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Integritas Financial Planners

(28)

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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Clarkson Hall

(29)

House
First Time Buyer
Team

“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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SRC Accountancy Services

(30)

Bookkeeping, Tax Returns, R&D Tax Credits

“I was looking for an accountancy firm that would handle the tax affairs of my personal and business tax affairs. SRC Accountancy have an excellent team who provided an excellent service in an highly professional manner. When I have needed additio...”

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Henwood Court Financial Planning

(30)

Goals
Confidence
Decisions

“We have been clients of Henwood Court for over two years and can't recommend them highly enough. Nick and his team take a very personal approach to their clients using the first few meetings to get to know us and helping us to work out what was real...”

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Howard Wright

(30)

Review
Company
Relationship

“My wife and I are very pleased with the personal service and advice that we receive from Stephen Cook and the team. He has also given good advice to each of our three children as they have started to think how they manage their individual finances. ...”

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Paladin

(21)

Pension
Knowledge
Team

“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...”

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James Gregory Financial

(21)

Company
Questions
Pension

“Andrew has been a great help giving pension/retirement advice.He is very prompt in responding to queries that I may have and provides the advice I need in easy to understand way.Would definitely(and have)give a recommendation to others seeking financ...”

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Jula Finance

(10)

“Tis is the 2nd time I have used Jula Finance and I received exceptional service . When I phoned to guidance, the phone is answered quickly and the money was ready for collection in minutes. The rate is excellent, far better than all other companies. ...”

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Wesleyan

(22)

Knowledge
Understand
Patient

“I was introduced to Nick Zand through the Wesleyan. What a pleasure it was to work with him. He was knowledgeable, friendly and professional. He helped me to change the way I use my portfolio of investments in a way that I have no doubt will benefi...”

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Chase de Vere

(16)

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

“When you are in the early stages of retirement it is vastly important to know that your investment portfolio is in the hands of a competent independent financial advisor. Well having Jay manage our investments is that ten times over. We are delighted...”

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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.

Hunter & Co

Sandwell Accountancy Services

AJ Wealth Management

Azi Accountancy Services

Evans Ash Financial Services

Barnett Ravenscroft Wealth Management

Prosperity Wealth – Independent Financial Advisors

Wealth Design

Clear Solutions Wealth & Tax Management

Kind Wealth

Lyness Accountancy Practice Limited

Opal Wealth Management

Pickering & Butters Solicitors

Choice Finance Cannock

Integritas Financial Planners

Clarkson Hall

SRC Accountancy Services

Henwood Court Financial Planning

Howard Wright

Paladin

James Gregory Financial

Jula Finance

Wesleyan

Chase de Vere

Retirement Planning and Investment Management Services in Burntwood Cost Estimates

Why these companies made our list

Wealth Management Advisors near Burntwood

Popular in Burntwood