View Profile
Strategic Financial Portfolios Limited
“Excellent, experienced and competent service. Good listeners. Nothing is too much trouble.”
Best Financial Advisors in Halesowen
The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Halesowen area.
View Profile
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...”
View Profile
Jordan Financial Management
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...”
View Profile
Acclaimed Mortgage Consultancy
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...”
View Profile
JWC Financial Solutions
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...”
View Profile
Central Financial Services
- 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 ...”
View Profile
Lucent Financial Planning
- 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 ...”
View Profile
Wiser Mortgage Advice - Redditch
- 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...”
View Profile
Opal Wealth Management
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...”
View Profile
Henwood Court Financial Planning
- 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...”
View Profile
Meriden Financial Planning Limited
- 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,...”
View Profile
Dom Whitehouse Financial Adviser
- 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...”
View Profile
MWS Financial Advisers Limited
- 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...”
View Profile
HLC Mortgages
- 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...”
View Profile
Masterplan Wealth
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,...”
View Profile
Howard Wright
- 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....”
View Profile
Wesleyan
“We were provided first rate mortgage advice by Ifty as first-time buyers. He listened carefully to our needs and situation. He took time to carefully explain the features of each product and how it works as well as the overall process of house buying...”
View Profile
James Gregory Financial
- Information
- Company
- 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 ...”
View Profile
Prosser Knowles Associates
- Company
- Understanding
- Felt
“We took advice from prosser Knowles five years ago regarding a pension. The pension matured in December this year and Rachel reviewed it in conjunction with our circumstances to determine the best way to proceed. Rachel has been extremely helpful, fr...”
View Profile
Midlands Investment Agency
- Knowledge
- Heart
- Advice
“I highly recommend Martin and his team. He has advised me for many years with good, honest, sensible and successful financial advice. I never trusted financial advisors until Martin and his team changed my opinion completely. He also happens to share...”
View Profile
Pure Advice
Home Movers, Remortgages, 1st Time Purchases
“My wife and I have been using pure advice for over 20years now and I will not go to anyone else for any form of financial help in particular mortgages.Miz and Lee are nothing but exceptional at what they do great service all round you will NOT GET BE...”
View Profile
Chase de Vere
Partner With Us, Advice on Personal Injury Awards, Advice For Medical Professionals
“Jay Dhaliwal
My IFA, Jay Dhaliwal, continues to provide truly excellent support and advice. Like many senior doctors, I am currently trying to navigate the truly baffling annual and lifetime allowance tax issues, and Jay is hugely knowledgable and c...”
View Profile
Whateley Wealth Management
Research Links, Newsletters, Videos
“Can't thank lisa enough ' what can I say soon as I met her she talked me through all my options and advising me the best way
And what can I say. Iv just purchased another rental home I would advise any one to use this company she is a true asset to...”
View Profile
West Midlands Mortgage Centre
Protection, General Insurance, Mortgages
“Got my mortgage through Dave Mcginn.
Talked me through the whole process from the start, Replied very fast and always got back to me quickly.
Very professional and helpful for a first time buyer like myself.
Had Mortgage approved in 6 days!
D...”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
