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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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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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Sandwell Accountancy Services

(18)

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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AJ Wealth Management

(7)

Retirement Planning, Long Term Care Planning, Savings & Investments

“Some twenty years ago I wanted advice concerning sound,safe investments for long term financial security.A friend informed me of his high opinion of AJ Wealth Management Ltd and recommended I should contact them.I did this,and following an initial di...”

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Azi Accountancy Services

(1)

Self Assessment Tax Return, Personal Tax Returns and Self-Assessment, Tax Reporting and Investigation

“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...”

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Pfep Wealth Management

(2)

Financial Planning, Estate Planning, Mortgage Advice

“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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Barnett Ravenscroft Wealth Management

(5)

“You know you have made the right choice using a financial group that really looks after you especially in the current climate. I really feel a peace of mind regarding the pension and financials. Thank you Sukhy , Richard and the BRWM team for both...”

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Prosperity Wealth – Independent Financial Advisors

(7)

“What can I say but so far the service as been fantastic James can't do enough to help me and every time I call I speak to a lovely Lady on reception named Karen she is so professional and very helpful thank you so far James and Karen for your help. ...”

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John Cannaby Associates

(2)

Savings & Investments, Business Protection, Pensions

“I highly recommend Callum and the team at John Cannabys. Very professional, excellent customer service and great advice. I would definitely use this company with any other financial matters in the future.”

Featured

í ¼í¿í ¼í¿»ââï¸The face of a man who shot 9 under par last Saturdayí ¼í¿í ¼í¿»ââï¸ní ½í±í ½í±í ½í±í ½í±nnCallum Brown, who currently plays off +3, shot an amazing 64 in the final round of the Winter Premiership. His round comprised 2 bogies, 6 pars, 9 birdies and 1 eagle and was played on the Yellow course in winter conditions, very impressive! The Yellow course was recently adjusted to include par fives on the 7th and 13th holes.nnThe final round of the Premiership offered double points and Callum almost leapt into first place of the Order of Merit table but was fended off by Barry Hamer who pipped Callum by 1 point and secured the Â£100 first prize.nnSponsored by Chancery Contracts the winter Premiership has been played over ten rounds as a pay & play competition run all day on Yellow/Red tees, open to ALL members of the club. First place with 19 points was Barry Hamer who picks up Â£100, second place was Callum with 18 points receiving Â£60 and third place Kevin Davidson with 16 points receives Â£40. Well done to everyone who took part and many thanks to Dave Lewis from Chancery Contracts who sponsored the event.nn#golfclub #golf #golfcourse #golflife #golfer #golfing #golfswing #golfstagram #golfaddict #instagolf #bridgnorthgolfclub #lovebridgnorth #whygolf #riversevern #bestgreens #bridgnorthshropshire #shropshiregolf #golfinshropshire #competitivegolf #socialgolf #9holes #18holes #19thhole...

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Kind Wealth

(1)

Investment Planning, Intergenerational Wealth Management, Corporate Financial Planning

“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...”

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Lyness Accountancy Practice Limited

(2)

No Small Print;, No Exceptions;, No Strings;

“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...”

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Opal Wealth Management

(30)

Introduction to Financial Planning

“Wanted some basic advice so ended up talking to Gary, I felt honest advice was given with little concern for his profit, I have already implemented some of his savings and tax efficiency advice with more to come. Would recommend.”

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MFS Redditch

(28)

Conveyancing, Wills, Trusts & Probate

“I was recommended these guys and honestly am happy that I was as they're extremely helpful, kind and explained everything simply and clearly to me. I will recommend them in the future.”

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Mortgages Plain and Simple

(30)

Remortgage
Stress
First Time Buyers

“Ellis was fantastic from start to finish in this process. Kept us up to date with progress and was always on hand to assist when needed. A credit to the company. Thank you Ellis, highly recommended”

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SJ Financial Solutions

(30)

Team
Property
Experience

“They were recommended by a friend and I have since recommended to friends. They are very efficient, friendly and knowledgable. They follow up on you and for you when things go quiet. Could not praise them enough.”

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Charles Lovell & Co.

(17)

Business Start Ups, Consultancy and Advice, Business Support Services

“We have used the extensive services of Charles Lovell & Co since starting our first company in 1997. They have an extensive range of professional services that enable a full breadth of expertise. They are also proactive in their dealings with clients...”

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SRC Accountancy Services

(30)

Year End Accounts, Tax Saving Challenge, Payroll

“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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HL Consulting

(30)

Remortgage
Team
Questions

“firstly id like to mention how professional and polite Katie and Becky were at HL. they were friendly and very helpful throughout and would highly recommend this company in the future”

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Confidence Wills

(30)

Writing
Decisions
Humour

“Absolutely fantastic service , you put our minds at ease , knowing our loved ones wishes are being adhered to , highly recommended, quick and simple service with the upmost care and respect taken into consideration at all times. Thank you”

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Chase de Vere

(16)

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

“David Bridgewater has been the independent financial adviser for my wife and me since 1987 and it is always a pleasure to meet up. His knowledge of the financial services industry is second to none, and he has always given us sound and impartial advi...”

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Wesleyan

(22)

Mortgage
Questions
Understand

“Really helpful pensions consultation held with Janet Roche. As part of bank and teachers pension schemes, my situation is complicated, and Janet was able to give most useful advice. : )”

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Jula Finance

(10)

“Jula Finance Ltd. Is the best money transfer company in the UK with excellent customer services. Jula Finance Ltd have more than 300 collection points in The Gambia. Pay out partners include ( Jula Finance Ltd & Bureau de change Branches, Easy Financ...”

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Whateley Wealth Management

(14)

Calculators, My Portfolio, Research Links

“I had the pleasure of having the lovely Daisy as my incredible mortgage advisor and I could not have wished for it to be any other way. I have gone ahead and recommended Whateley wealth management to every single person that I know. From the very beg...”

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Engage Accountancy Limited

(13)

Business Start-Ups, Tax Compliance, Business Consultancy

“Kate is so approachable, knowledgeable and takes whatever time is needed to answer all my questions and address any concerns - whether in person, on the phone or by email. She has been immensely supportive in the preparation of my first year's accoun...”

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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

Vertis Private Wealth Management

Sandwell Accountancy Services

AJ Wealth Management

Azi Accountancy Services

Pfep Wealth Management

Barnett Ravenscroft Wealth Management

Prosperity Wealth – Independent Financial Advisors

John Cannaby Associates

Kind Wealth

Lyness Accountancy Practice Limited

Opal Wealth Management

MFS Redditch

Mortgages Plain and Simple

SJ Financial Solutions

Charles Lovell & Co.

SRC Accountancy Services

HL Consulting

Confidence Wills

Chase de Vere

Wesleyan

Jula Finance

Whateley Wealth Management

Engage Accountancy Limited

Retirement Planning and Investment Management Services in Kidderminster Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kidderminster

Popular in Kidderminster