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Cre8 Wealth Management

“Of course it's about money, investing and managing risk, but it's much more than that. It's about how it interlinks with your life. We want to create a world where money is a source of life choices, not a world of anxiety and stress, or a heavy respo...”

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Eastmills

(2)

Respect

“It is with great respect that I wish to thank Mr. Andrew Wheeler, who represented my financial affairs. Andrew went above and beyond to help me achieve my ill health retirement pension. I was always dealt with in a professional nature, but at no poin...”

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Vertis Private Wealth Management

“Here at Vertis we produce our own quarterly investment reports. We send these on to our clients every February, May, August and November, keeping them up to date with our views of current economic, technical and financial news and events. The reports...”

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Furnival Evans

“If you wish to register a complaint, please write to Julian Furnival, Furnival Evans Ltd, Cover House, Stourport Road, Kidderminster, Worcs. DY10 1HE or telephone 01562 821842.”

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Greentree Wealth Management

““My wife and I have worked with Gary Millership as our personal Financial Adviser for the last ten years. His advice to us, and the ongoing review service he provides, has been sound, successful and reassuring. He has been particularly good at tailor...”

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JWC Financial Solutions

(50)

Financial Planning, Protection, Pensions

“Excellent advice & service from John & especially Sheila as we have had a lot of dealings & requests this past year which have been dealt with in a friendly, helpful & professional manner”

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Wiser Mortgage Advice - Redditch

(50)

Professional
Advisor
Questions

“Dean has been so helpful from day one to the week before completion. Especially when things have to be turned around in a rush he is accurate and has kept me informed all the way. Top drawer service.”

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Financial Advice Centre

(46)

Investments, Mortgages, Protecting You and Your Future

“Can't recommend FACE enough! Niamh was absolutely fantastic with our mortgage for our first home. She was a friendly and calming influence and we honestly wouldn't have known where to start without her.”

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Confidence Wills

(49)

Company
Mind
Understanding

“Amazing! From start to finish we were guided through the writing of our wills. Cannot recommend enough. Gary was very knowledgeable and understanding. Thank you so much. 😊 …”

Featured

It's really important to think about what might happen to your business in the future. You never know when something unexpected might come up. If you don't plan for it, your business could be in trouble if something happens to you. Have you ever thought about whether you'd want your spouse or kids to take over? If you don't make a plan, your spouse would likely get the business, but they might not want to run it. Your kids might also be too young to handle it. If the person who inherits the business isn't experienced, it could cause problems for the business. You might want to think about whether someone else in the company could buy the business from your family. If not, selling the business might be the best option. This can be even more complicated if you're the only owner. If you're worried about this, get in touch with us. We can help you figure out a plan for the future of your business. #ConfidenceWills #BusinessAndWills #BusinessOwners...

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Opal Wealth Management

(44)

Introduction to Financial Planning

“Very professional and understanding, especially from a risk adverse individual. Took the time to explain things in plain English without being caught up in jargon. Positive Professionalism”

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SRC Accountancy Services

(50)

Team
Phone
Knowledge

“I have been using SRC Accountancy Services Ltd for about 10 years. I have always been impressed with their service and advice. I wouldn't hesitate to recommend them!”

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Meriden Financial Planning Limited

(43)

Mortgage
Emails
Questions

“Had a great experience working with Lucas at Meriden on our remortgage. He is personable, professional and responsive - a real credit to the business. Thanks.”

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The Compliance Guys

(32)

Test Drive, Retailers, Appointed Representatives

“First rate experience from Sam and the team at the compliance guys. Made something that can be a mine field a breeze Cheers guys - Harry Positive Responsiveness, Quality, Professionalism”

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Mortgages Plain and Simple

(50)

Team
Options
First Time Buyers

“Austin could not have been more helpful. Everything was explained fully and all the small details explained. I would highly recommend him and his team, thanks for all your help”

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HLC Mortgages

(50)

Team
Up to Date
The Future

“Rob and Rachel were so supportive and professional throughout and went through everything in great detail. They made time for my appointments and made the experience better. They both were amazing dealing with query's throughout.”

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Dom Whitehouse Financial Adviser

(50)

Questions
Phone Call
Remortgage

“It was an absolute pleasure working with Dom to get our first ever mortgage for our first house! He was extremely proactive, finding us the best rates right until the last minute. He was also always willing to answer any questions we had. Can't recom...”

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Wesleyan

(39)

“Nick Zand was fantastic in guiding me towards an payment protection plan that was suited to my stage in training. He was honest and open at all times and very accommodating with regards to my busy schedule. A pleasure to work with. Positive Responsiv...”

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Midlands Investment Agency

(31)

Advice
Knowledge
Heart

“Martin operates in a professional and friendly manner keeping me up-to-date with all of my account information, year on year the account has performed above my expectations and i highly recommend Martins services Positive Responsiveness, Quality, Pro...”

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Prosser Knowles Associates

(37)

Pension
Investments
Company

“Laura is very knowledgeable and explains everything so that I can understand and make decisions regarding my pension plan. She always has time for us.”

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Charles Lovell & Co.

(19)

Business Start Ups, Consultancy and Advice, Business Support Services

“I put a post out on my social media requesting the assistance of an accountant, and Hadleigh got in touch with me. He was quick and efficient and got my issue sorted out within 5 minutes of asking. Going forward I will be handing over a lot of my bus...”

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Chase de Vere

(26)

Advice For You, Advice For Dental Professionals, Partner With Us

“Brilliant service from Chase de Vere. My advisors, Jas, Aaron and Ollie, ensured that the mortgage application process was straightforward and communicated very well throughout. Very impressed and would recommend to anyone. Positive Responsiveness, Q...”

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Central Business Finance

(30)

Team
Commercial Property
Knowledge

“I used Alison Bradley for an SME grant and I was awarded £25k. Alison walked me through the application and made it effortless. I would highly recommend Central Business Finance.”

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Whateley Wealth Management

(31)

Calculators, My Portfolio, Research Links

“Cannot recommend this firm highly enough ! Daisy has been exceptional in assisting me with my mortgage - communication is speedy and transparent ; won't be hesitating to do future business with them in the future.”

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Sandwell Accountancy Services

(23)

Accounts, VAT Returns, Book Keeping

“I've worked with Swaran and his lovely team now for a few years, and before that, I had swapped between accountants...I found SAS through a recommendation, and I can honestly say that they have all been so professional, yet friendly, and most import...”

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Average Cost	£3637
Minimum cost	£1214
Maximum cost	£10305
Avg Per Hour Rates	£365

Best Financial Advisors in Kidderminster

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Kidderminster area.

Cre8 Wealth Management

Eastmills

Vertis Private Wealth Management

Furnival Evans

Greentree Wealth Management

JWC Financial Solutions

Wiser Mortgage Advice - Redditch

Financial Advice Centre

Confidence Wills

Opal Wealth Management

SRC Accountancy Services

Meriden Financial Planning Limited

The Compliance Guys

Mortgages Plain and Simple

HLC Mortgages

Dom Whitehouse Financial Adviser

Wesleyan

Midlands Investment Agency

Prosser Knowles Associates

Charles Lovell & Co.

Chase de Vere

Central Business Finance

Whateley Wealth Management

Sandwell Accountancy Services

Retirement Planning and Investment Management Services in Kidderminster Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kidderminster

Popular in Kidderminster