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Best Financial Advisors in Kidderminster
The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Kidderminster area.
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Eastmills
- 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
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Furnival Evans
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Greentree Wealth Management
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JWC Financial Solutions
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
- 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
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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Opal Wealth Management
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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Meriden Financial Planning Limited
- 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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Dom Whitehouse Financial Adviser
- 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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HLC Mortgages
- 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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Mortgages Plain and Simple
- 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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Wesleyan
“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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Prosser Knowles Associates
- 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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Midlands Investment Agency
- 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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Chase de Vere
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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Whateley Wealth Management
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
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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NHM Accounts Limited
- Team
- Communication
- Company
“Amazing service and a great price! They are very accommodating, helpful and approachable/friendly they are always professional but at the same time personable! They go the extra mile, for example any queries/questions, I have raised they have not onl...”
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JPA Financial Services
Pension Planning, Protection Needs, Wills, Trusts & Estate Planning
“I cannot recommend Nik Lue at JPA Financial Services more highly for independent financial advice on all aspects of life assurance, investments and pension products.
As someone with 15+ years of experience of working in the financial services indust...”
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Hagley Financial Planning
Savings, Estate Planning, Retirement Planning
“I have used Hagley Financial Planning over the last few years, dealing directly with Vurun. Vurun made the process of finding a mortgage extremely easy and stress-free. He has consistently made himself available, offering clear advice and focused on ...”
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Britannic Place Financial Management Limited
- Pension
- Uncertainty
- Risk
“Britannic Place have managed my pension and investments for the last 14 years.
Steve has been straightforward and open in his advice, explaining his recommendations and the reasoning behind them. He has helped me think through my investment approa...”
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Kind Wealth
- Questions
- Pressure
- Company
“First and foremost I want to start off by saying I can't recommend Dave Huntbatch and kind wealth highly enough, about 2 1/2 years ago I was considering early retirement as my partner wasn't in the best of health ( thankfully she's fine now ), at thi...”
Retirement Planning and Investment Management Services in Kidderminster Cost Estimates
Minimum cost
£1214
Maximum cost
£10305
National Average
£3637
Avg Per Hour Rates
£365
£2425
£6669
Fair price range is based on
308 cost profiles
Why these companies made our list
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