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Alpha Financial Services
“Very helpful”
Best Financial Advisors in Dudley
The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Dudley area.
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Jordan Financial Management
Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning
“We have been so impressed with Chris right from our first meeting. He is friendly, diligent, efficient and communicates really well so we always know what is going on and also very helpful when we need him..”
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Acclaimed Mortgage Consultancy
Life Insurance, Critical Illness Insurance, Income Protection
“Gavin at Acclaimed Mortgage Consultancy was really helpful in arranging our mortgage and ensured we were getting the best deal by checking the market right up until we exchanged contracts. Always available and approachable, would recommend their serv...”
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JWC Financial Solutions
Business Protection, Savings & Investments, Pensions
“First class service from JWC. Sheila Pal worked with us to secure a fantastic mortgage and protection products. Highly professional and friendly. I'd highly recommend using JWC for any financial related enquiries or advice.
James and Holly.”
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Pensionlite
Pension Reviews & Switch, Pension Drawdown – Flexible Retirement Income, Wealth Management
“I have used Pensionlite for the last eight years to assist with management of a significant part of my retirement fund (the rest is in annuities). I have been completely satisfied with the thoroughness of their communications and the fund performanc...”
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Lucent Financial Planning
- Well-Being
- Sound
- Understand
“Steve and his team have definitely helped us achieve our retirement goals so far and they continue to develop and support a retirement community at Lucent. Well done everyone and thank you.”
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Central Financial Services
- Illness
- Insurance
- Professional
“Very efficient and effective - CFS were contacted on a Sunday with a relatively unusual case, reacted immediate with a call back same day -- yes Sunday . Completed around 8 weeks later and kept updated all the way. Overall very satisfied”
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Wiser Mortgage Advice - Redditch
- Stress
- Products
- Knowledge
“Dean Russell, my mortgage advisor, exceeded my expectations in every way possible. His knowledge and expertise in the field made the entire process seamless and stress-free. I am extremely grateful for his exceptional service and would highly recomme...”
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Confidence Wills
- Lasting Powers of Attorney
- Humour
- Writing
“We used Simon for our wills and lasting powers of attorney, the process went very smoothly thanks to the knowledge and expertise of all at Confidence Wills.
I have no hesitation in recommending this company to anyone.
Our thanks to you all.”
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Opal Wealth Management
Introduction to Financial Planning
“I really appreciate Gary Stanfield's unbiased advice during a first meeting to review retirement plans. He suggested some tax saving advice which we will take up. Fast response to initial enquiry. Positive Responsiveness, Quality, Professionalism”
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Choice Finance
- Happy
- First Time Buyer
- Team
“As a first time buyer I was very nervous about the whole idea but between Shiv and Molly they put me at ease throughout the process. I will definitely be using them for our remortgage. Knowledgeable, friendly and efficient what more can you ask for.”
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SRC Accountancy Services
- Level of Service
- Partnership
- Company
“SRC Accountancy Services, have been a great help to me.
They look after my VAT, Tax and payroll.
It leaves me the time to concentrate on my business.”
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Henwood Court Financial Planning
- Individual
- Life
- Confidence
“We have been with the Henwood Court team for about 18 years and from the beginning of our journey with them have always felt very confident with the service and advice we have received. The team is completely focussed on the clients' personal needs a...”
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Meriden Financial Planning Limited
- First Time Buyer
- Investments
- The Future
“I have worked with Daryl Chance on all three of my properties to date over the past ten years, and I cannot recommend him highly enough. His knowledge and professionalism are second to none and, he has always come in with a winner when it comes to s...”
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Dom Whitehouse Financial Adviser
- Solicitors
- First Time Buyer
- Mortgage Advisor
“Dom was brilliant in helping us get a mortgage for our first home! He responded really quickly once we had had an offer accepted to ensure that we got the mortgage application in before interest rates were set to increase the next day!! Always just a...”
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The Compliance Guys
Call Listening and Monitoring, Finance Lenders, SAF Equivalent Training
“I couldn't recommend Sam enough, he works extremely efficiently and managed to deliver exactly what he proposed! Positive Responsiveness, Quality, Professionalism, Value”
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MWS Financial Advisers Limited
- Solicitors
- Number
- Remortgage
“I used Oliver Watts from MWS Financial advisors to assist with remortgage on my existing property. He was fast, efficient, polite, helpful and negotiated excellent interest rates on my behalf. He contacted me around 6 weeks later and informed me, ha...”
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Masterplan Wealth
Who we Help, Knowledge & Resources, Why Work With us
“Joe has been very helpful with preparing my finances for retirement. He has answered all my questions in a professional and friendly manner. I would recommend his services.”
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Wesleyan
“Invaluable advice on what to do when approaching the end of teaching regards pension, taxation and future investment.
Should have contacted them long before this time.”
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Howard Wright
- Trust
- Understand
- Team
“i have been a client of Howard Wright for over 20 years and i couldn't recommend them highly enough. They have proven over the last 15 years that our money couldn't be in better or safer hands. We wouldn't trust anyone else with our money.”
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Clarkson Hall
- Pensions
- Insurance
- Team
“I recommend Nathan Thomas, mortgage advisor at Clarkson-Hall in Cannock. Nathan's expertise helped find the re-mortgage deal I needed. Nathan pro-actively kept the process moving along when action was required with the conveyancer & lenders. He is al...”
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Stalworth Wealth
Investments, Mortgages, Insurance
“Pete was very helpful in getting us sorted with our life insurance! He explained everything in detail and made sure we knew what we were doing. If you have the need of a FA look no further! Positive Quality, Professionalism”
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James Gregory Financial
- Questions
- Information
- Communication
“I have retained Steve Giddings and his Company to provide me with personal financial advice for over 20 years. Their advice has always been sound and has produced a very good return on the investments they have recommended. Thank you Steve. Positive ...”
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Midlands Investment Agency
- Pension
- Knowledge
- Heart
“Very professional service. I have used Martin at MIA for 12 months now to assist in Pension consolidation and ongoing retirement planning. I would highly recommend to anyone who needs assistance with their financial planning.”
Retirement Planning and Investment Management Services in Dudley Cost Estimates
Minimum cost
£1229
Maximum cost
£10433
National Average
£3682
Avg Per Hour Rates
£370
£2456
£6751
Average price range is based on
416 cost profiles
Why these companies made our list
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