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Best Financial Advisors in Halesowen

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the Halesowen area, discover the top 5 leading options among the selected group of 24 finalists.

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Pfep Wealth Management

Pfep Wealth Management

(2)
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...”
Manor House, Manor Ln, Halesowen B62 8PU
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PJM Paraplanning & Consultancy Services

PJM Paraplanning & Consultancy Services

(2)
“Peter & the team at PJM provide an excellent level of service, as well as providing well presented and compliant suitability reports. I would strongly recommend PJM for any IFA wanting the highest level of paraplanning support. Steve Jarman SJ F...”
Free Initial Consultation
Trinity Point, New Rd, Halesowen B63 3HY
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JPM Group

JPM Group

(5)
“JPM have taken care of my business insurance for a while now. Ive found that the Team were very professional. I was reassured that the cover was correct which made me feel secure and comfortable. Additionally the cost savings were important. I rec...”
In Business Since 2006
JPM House, Coombswood Court, Steelpark Rd, Halesowen B62 8BF
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Nicklin Accountants

Nicklin Accountants

(2)
“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”
Nicklin Llp Church Court, Stourbridge Rd, Halesowen B63 3TT
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Sandwell Accountancy Services

Sandwell Accountancy Services

(18)
Book Keeping, Financial Planning & Business Startups, Payroll
“Have been with the team at SAS since 2002 and they have always been there when I've needed figures or advice. A great business that goes the extra mile”
Family Business
Serving Halesowen Area
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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AJ Wealth Management

AJ Wealth Management

(7)
Savings & Investments, Protection, Inheritance Tax Planning
“I have had the pleasure of using A J Wealth Management services for many years now. The team there have always listened, understanding my requirements, answering any question I may have and have dealt with my needs in a timely, professional manner. I...”
9 High St, Tettenhall, Wolverhampton WV6 8QS
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Azi Accountancy Services

Azi Accountancy Services

(1)
Making Tax Digital, Residence & Domicile, R&D Tax Services
“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...”
Transparent Fees & Pricing
Free Initial Consultation
Serving Halesowen Area
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Barnett Ravenscroft Wealth Management

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.”
13 Portland Rd, Birmingham B16 9HN
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Prosperity Wealth – Independent Financial Advisors

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.”
In Business Since 2008
Transparent Fees & Pricing
Serving Halesowen Area
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Prime Wealth

Prime Wealth

(1)
“I can highly recommend their services.”
Corner Oak, 1 Homer Rd, Solihull B91 3QG
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Kind Wealth

Kind Wealth

(1)
Corporate Financial Planning, Mortgages, Protection
“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...”
In Business Since 2012
Serving Halesowen Area
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Lyness Accountancy Practice Limited

Lyness Accountancy Practice Limited

(2)
No Exceptions;, No Strings;, And no Arguments or Fee Disputes.
“Roy & the team at Lyness have become invaluable to our small business. They are super responsive and very helpful with any questions that we need help with. Their business mentoring and accountancy knowledge is fantastic. Thank you to the Lyness Team...”
Transparent Fees & Pricing
Serving Halesowen Area
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Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(30)
Critical Illness Insurance, Income Protection, Buildings and Contents Insurance
“We have used Gavin at Acclaimed Mortgage Consultancy a number of times in the past & are currently in the process of remortgaging. Gavin is always on hand for any advice we may need. Nothing is too much effort. He's really helpful, professional & fri...”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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Opal Wealth Management

Opal Wealth Management

(30)
Introduction to Financial Planning
“I have nothing but praise for Opal Wealth Management! Gary worked so hard for me to turn my rag bag of pension oddments into a high growth, very well managed investment portfolio. This scheme has achieved amazing growth through some very tough econ...”
38 Waterloo Rd, Wolverhampton WV1 4BL
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MWS Financial Advisers Limited

MWS Financial Advisers Limited

(30)
Life & Health Insurance, Home Insurance, Business Protection
“MWS Mr. John Watts through these turbulent times, the investments have been dissapointing due to the curent economical and unsteady global climate, John has kept his hand on the rudder and steering the ship back into tranquil waters, Always approacha...”
MWS Financial Advisers, 9 Station Rd, Knowle, Solihull B93 0HL
Featured

Great review from a satisfied customer! 🌟nnIf you are looking for any financial advice give us a call on 01564 772131 to speak to our experienced advisors today 📞!nn#MWS #Businessprotection #Keypersonsinsurance #protection #insurance #Solihull #Dorridge #Westmidlands #Birmingham #Financialservices #financialplanning #mortgages #mortgageadviser #Knowle #Shirley #pensionadvice #financialadviser...

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MFS Redditch

MFS Redditch

(28)
Conveyancing, Wills, Trusts & Probate
“Exceptional service from Dan Farley, extremely efficient, professional guy who loves his job and can't do enough for you. He knows his stuff and went far beyond anybody I've met in the industry before to find the best product for your situation. This...”
12 Church Green E, Redditch B98 8BP
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SJ Financial Solutions

SJ Financial Solutions

(30)
  • Efficient
  • Experience
  • Remortgage
“I simply cannot fault Stuart and his team! Throughout our entire house buying process they provided excellent service, were always polite and professional and were always available at the end of the phone to answer one of my many questions!! I have a...”
185-187 High St, Harborne, Birmingham B17 9QG
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Lucent Financial Planning

Lucent Financial Planning

(30)
  • Questions
  • Understand
  • People
“Steve's amiable manner and knowledge have been a godsend to me in helping me retire when I wanted. Regular contact and updates keep me informed as to how my fund is doing and both Steve and Luke are always quick to respond if I have a query. Great t...”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
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Charles Lovell & Co.

Charles Lovell & Co.

(17)
Business Support Services, Taxation, Compliance Services
“Hadleigh at Charles Lovell has been our trusted Accountant for 12 years now! I cannot recommend him highly enough. So helpful, really friendly, nothing is ever too much trouble and he's always only a phone call away with advice. Fantastic team! ...”
Transparent Fees & Pricing
Free Initial Consultation
Serving Halesowen Area
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Henwood Court Financial Planning

Henwood Court Financial Planning

(30)
  • Support
  • Confidence
  • Life
“I was originally talking to a competitor of Henwood Court. This coincided with Nick having his book published which I read with great interest. Having done so it was obvious I needed to be with Henwood Court - the difference was palpable. Since initi...”
Transparent Fees & Pricing
Serving Halesowen Area
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SRC Accountancy Services

SRC Accountancy Services

(30)
VAT Returns, Tax Returns, Tax Saving Challenge
“SRC Are the most professional when it comes to handling my accounts, i couldn't recommend these guys anymore if i tried. This is certainly money well spent. Been with them for 4 years now and there is nothing but positive words when asked abut SRC. G...”
Transparent Fees & Pricing
Serving Halesowen Area
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Pure Advice

Pure Advice

(27)
Home Movers, Remortgages, 1st Time Purchases
“Having been recommended to use Pure Advice when we were moving house just over 2 years ago for mortgage advice, we wouldn't use anyone else now. They are absolutely brilliant. Both Miz and Lee took the stress away of finding the right mortgage for us...”
Serving Halesowen Area
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Howard Wright

Howard Wright

(30)
  • Trust
  • Company
  • Pension
“I particularly like the weekly e-mail shots of how the portfolio has fared with a detailed explanation. Our regular meetings have become virtual for a while but are still just as thourough with an equally thourough review afterwards and agreed plan....”
Family Business
Serving Halesowen Area
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James Gregory Financial

James Gregory Financial

(21)
  • Company
  • Pension
  • 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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Retirement Planning and Investment Management Services in Halesowen Cost Estimates

Minimum cost
£1215
Maximum cost
£10320
National Average
£3642
Avg Per Hour Rates
£366
£2429
£6678
Typical price range is based on 321 cost profiles
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Average Cost £3642
Minimum cost £1215
Maximum cost £10320
Avg Per Hour Rates £366

Typical range $2429 to $6678 is based on 321 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Halesowen

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