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Nicklin Accountants

(2)

For Specialist Sectors, Nicklin Fee Protection, For Your Business

“We have been with Nicklin's 17 years a fantastic group of people so very helpful and always to hand with great advise when needed If you need a first class accountant these are the people for you”

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Strategic Financial Portfolios Limited

(1)

“Excellent, experienced and competent service. Good listeners. Nothing is too much trouble.”

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Pfep Wealth

Estate Planning, Mortgage Advice, Financial Planning

“Shareholder Protection Advice Richard helped me with our shareholder protection and ensured my business was passed onto my son so he could continue in business. Found the process simple and easy to understand and Richard took the time to unders...”

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Lakeside Financial Services

(13)

Savings & Investments, Business Protection, Taxation

“Andrew has been unbelievable. A recommendation from friends and he's got us into a great position a number of times from our mortgage to all insurances we take out. He recently proactively reached out, handled and secured us a long term lower rate on...”

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HRS Asset Management Limited

(1)

Estate Planning, Savings and Investments, Pension Planning

“Had a really interesting meeting with Rhian. She has given me a lot to think about. Fantastic financial advice”

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Deven Yagnic Wealth Management

(5)

Taxation Advice, Life Assurance, Savings & Investments Advice

“Cannot recommend Deven Yagnic Wealth Management highly enough. A great combination of expert knowledge, care and attention. Deven's expert knowledge is second to none as a qualified IFA and Qualified Accountant to boot. With Vim's support Deven i...”

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Galileo Wealth

(4)

Protection & Will Planning, Pensions & Retirement, Saving & Investing: A Guide For Expats

“Have been a client for over 10 years, top service. Super responsive, always diligent giving professional advice. Always available to help and guide. Takes a real personal interest.”

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Jordan Financial Management

(50)

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

“We have had our financial portfolio managed by Jordan Financial Management for many years. We have always received excellent advice from them. Our portfolio has grown significantly during this time and we attribute this to the guidance we have been g...”

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Acclaimed Mortgage Consultancy

(50)

Critical Illness Insurance, Income Protection, Buildings and Contents Insurance

“The team at Acclaimed Mortgage Consultancy go above and beyond in everything they do to make you as the customer feel at ease. They take all the stress of mortgage application/renewal and handle everything to make a smooth and simple process with any...”

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JWC Financial Solutions

(50)

Pensions, Mortgages, Equity Release

“I used JWC to find me the best mortgage for my first time buy. The experience was excellent and I can think of no way it could be improved. Very professional telephone manner, always picked up quickly. Quick response to emails and always had no probl...”

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Integrity Accountancy Services Limited

(48)

Wealth Management, Bookkeeping & Accounting, Tax Investigation Service

“We visited Integrity Accountancy to discuss the accounts of a business we are purchasing. We received an hour free meeting and the service was outstanding. Shohaib was a true professional and explained everything we needed to know in a manner we unde...”

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Central Financial Services

(50)

Illness
Team
Family

“Lucie helped me and my partner with our first mortgage and insurances. I can honestly say dealing with Lucie has been a pleasure and stress free! All the questions I had with us being a first time buyer, Lucie was always there to lend a helping hand ...”

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Lucent Financial Planning

(50)

Well-Being
Future
Pension

“Excellent company and fantastic experience in terms of financial planning. Steve provides a straightforward analysis of financing for the future including lifestyle planning, and gives assurance that, regardless of how much is invested, this will be ...”

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Wiser Mortgage Advice - Redditch

(50)

Stress
Questions
Remortgage

“A daunting experience, buying a home on your own for the first time, but Dean made the whole thing easy and uncomplicated. He guided me through every step carefully and in full detail that made me totally relaxed about everything. The detail was so i...”

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Confidence Wills

(49)

Lasting Powers of Attorney
Understanding
Questions

“Simon was incredibly professional, knowledgeable and friendly. His demeanour with our elderly relative was superb, and everyone involved in the communication felt comfortable and confident. Simon has made himself available for any follow up questions...”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“We have been talking to Gary for many years and have always found him to be very helpful guiding us towards our retirement goals. Listening to our ambitions, explaining our options so we can make informed decisions. We retired in 2018 and haven't loo...”

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Henwood Court Financial Planning

(50)

Individual
Goals
Understand

“My husband and I have been clients of Henwood Court for some years now after we decided we needed some help in deciding how to fund our early retirement. We were naturally cautious in taking the step to engage the business as we thought we were fair...”

Featured

A huge congratulations and well done to two of our fabulous ladies, Katherine aka Kitty Woolley and Laura Potter as they celebrate a combined service of 35 years! Katherine was our very first member of staff, we have fond(ish) memories of our time together in our first office with no windows and not long after we were joined by the lovely Laura. They are part of the DNA of our business and we would be lost without them. Both are incredibly loyal, trusting, knowledgeable and, above all, great friends and colleagues, both with amazing sense of humours, each with their witty one liners! We are massively privileged to have them as part of our team and are always grateful for their commitment and dedication.

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SRC Accountancy Services

(50)

Level of Service
Knowledge
Questions

“SRC have been my accountants for my limited company for three years and everything has always been filed smoothly and without problem. They also always take the time to explain everything to me clearly which I really appreciate.”

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Meriden Financial Planning Limited

(43)

First Time Buyer
Questions
Service

“Jack done a fantastic no hassle service for us. He managed to secure us a mortgage with a reasonable interest rate with only 1 year of books. Jack was great throughout. Kept us up to date all the time with what was going on and answered messages,...”

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Dom Whitehouse Financial Adviser

(50)

Solicitors
Remortgage
Family

“Dom was great at helping me secure my first house. As I'd never gone through this before he was quick to answer any of my questions and talk through any bits I didn't understand. He screen-shared on zoom what the best rates were at the time for me so...”

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MWS Financial Advisers Limited

(50)

Solicitors
House
The Future

“Ollie was recommended to me by a friend and it was clear why. He was approachable, understanding, didn't use jargon, was clear with his approach and reasoning and helped me throughout the whole process of my mortgage application. Nothing was too much...”

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The Compliance Guys

(32)

Call Listening and Monitoring, Appointed Representatives, Warranties

“Having being recommended Nick by a long term colleague and friend for my new car sales start up, I couldn't recommend The Compliance Guys more, took a massive weight off my shoulders! Thanks Nick! Positive Responsiveness, Quality, Professionalism, Va...”

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HLC Mortgages

(50)

Understanding
The Future
Remortgage

“Honestly one of the easiest reviews that I will ever write. From start to finish Billy was caring and considerate to our needs. You can tell that he genuinely cares about getting the right outcome. He was approachable, friendly and completed all task...”

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Masterplan Wealth

(34)

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

“Second time ive used this company and still over the moon, these guys (Mark Griffiths) are a very interactive & engaging team who genuinely care & fully support, 110% recommend them & hope ALL my friends use them. Simply brilliant! Thank you Mark,...”

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Average Cost	£3642
Minimum cost	£1215
Maximum cost	£10320
Avg Per Hour Rates	£366

Best Financial Advisors in Halesowen

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Halesowen area.

Nicklin Accountants

Strategic Financial Portfolios Limited

Pfep Wealth

Lakeside Financial Services

HRS Asset Management Limited

Deven Yagnic Wealth Management

Galileo Wealth

Jordan Financial Management

Acclaimed Mortgage Consultancy

JWC Financial Solutions

Integrity Accountancy Services Limited

Central Financial Services

Lucent Financial Planning

Wiser Mortgage Advice - Redditch

Confidence Wills

Opal Wealth Management

Henwood Court Financial Planning

SRC Accountancy Services

Meriden Financial Planning Limited

Dom Whitehouse Financial Adviser

MWS Financial Advisers Limited

The Compliance Guys

HLC Mortgages

Masterplan Wealth

Retirement Planning and Investment Management Services in Halesowen Cost Estimates

Why these companies made our list

Wealth Management Advisors near Halesowen

Popular in Halesowen