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Jordan Financial Management

(50)

Financial Planning, Specialist Advice, Wills, Estates & Inheritance Tax

“The financial review information is always clearly presented and explained. Neil is able to answer all of our questions and is able to open our minds to various future options. The continuity of his advice is invaluable.”

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Legal & Financial Planning

(24)

Retirement
Family
Financial Advisor

“We have been with Leo for many years. He has provided us with advice that has provided good returns and is very worthwhile. Him and all his people are trustworthy, professional and also understanding. Cannot recommend too highly Positive Responsivene...”

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Paladin

(28)

Knowledge
Advice
Mind

“My wife and i had a very good meeting with lee Clarkson. He explained at length the pitfalls and benifits of equity release and what other options were available to us. Excellent service and a good insight to my options .Would recommend him highly.”

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Four Oaks Financial Services Limited

(6)

Retirement, Investments, Mortgages

“We have used Four Oaks Financial Services for a number of years. We have always been given the best advice and we have seen some excellent results and had access to financial products that can't be found on the High Street. Our adviser knows us bec...”

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Acuity Financial Consultancy

(4)

Investments, Pensions at Retirement, Equity Release

“I highly recommend Stuart, Dan and his team at Acuity Financial for their financial services; I used their services for mortgage brokering, financial advice and life insurance. Stuart very patiently answered every question I had during my complicated...”

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Pool House Professional Advisers

(1)

“Beautiful and relaxing pool!”

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Common Sense Financial Planning

“You advise us on the optimisation of savings, investments and pensions guided by a sensitive awareness of our attitude to risk i.e. good, sensible, professional advice on the options available and their hidden and often unsuspected complexities/oppor...”

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Morgan Financial Planning

(1)

“Great advice. Helped us to get much better return on savings than in bank.”

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GMK Wealth

(1)

Pensions, Protection, Business Owners

“Really experienced team who assisted with mortgage & protection. Felt supported the whole way through the process & wouldn't hesitate to recommend them. Positive Professionalism”

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Charterhouse Group

Business Advisory & Strategy, Cashflow and Financial Planning, Company Valuations

“Our story began over 20 years ago with a twin ambition to provide high quality accounting services together with a more authentic and agile, business-focused approach. Whether we're providing accounting services, financial insights or commercial stra...”

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Roberts Financial Consultancy

Calculators, My Portfolio, Research Links

“When you're ready to choose a mortgage you can rest assured that we'll advise on mortgages representative of the whole market. Our highly experienced financial consultants have access to a major mortgage sourcing system. We can source the right mortg...”

Featured

Roberts Financial Consultancy Limited acquisition The Penny Group continues to expand with the addition of Roberts Financial Consultancy Limited. The Penny Group Ltd (tPG) is pleased to announce that it has completed its acquisition of Roberts Financial Consultancy (RFC) Ltd. RFC, which is headed up by Chartered Financial Planner, Barrie Roberts. RFC has been providing advice to high-net-worth clients across the Midlands for over 25 years. Roberts and the RFC team will continue to trade under their current brand from their existing Sutton Coldfield office. RFC will gain access to tPG’s broader infrastructure and support as one of the largest firms in the Openwork partnership, allowing RFC to further cement and develop its Financial Advice proposition. This acquisition is part of The Penny Group’s broader “buy and build” strategy, collaborating with practice owners within the Openwork Partnership early in their succession planning journey to ensure there is a structured integration over an extended period of time. Roberts plans to remain active in the business for a number of years to ensure a seamless transition for clients and staff. The latest acquisition cements tPG’s position as the largest Wealth Manager in the Openwork Partnership with assets under management (AUM) on target to exceed £1bn during 2024. This size and scale allows tPG to continue to invest and grow its proposition, making it attractive to both clients and prospective practice owners considering...

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In-Form Solutions

“Our focus is on delivering effective management solutions specialising in health, public services, not for profit and commercial organisations. We offer a strong portfolio of management resource within finance, HR, informatics, marketing, planning an...”

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Field Hamlin

“Field Hamlin Independent Financial Advisers act on behalf of our clients and are bound by the Financial Conduct Authority to offer best advice to our clients which complies with the concept of Consumer Duty. This helps to ensure that the right advice...”

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Christian Dean Financial Planning

“Upon contacting me, you will find Christian Dean Financial Planning offers a fresh approach to Independent Financial Advice. I believe your Advisor should aim to be transparent in their dealings, effective in their recommendations and that advice sho...”

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Valentine Financial Services

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Central Financial Services

(50)

CFS
Team
Insurance

“Used CFS for the purchase of our first home. Very efficient, friendly and helpful. Couldn't ask for more, and got a great deal on our mortgage. Referred many friends and family and all had great experiences. Really lovely team. Thanks again!”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“Gary has been a great help and support to us keeping our pensions and investments on track. Extremely trustworthy and friendly service. Highly recommended.”

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Choice Finance

(47)

Professional
Insurance
First Time Buyer

“Fantastic service, keep you up to date at every stage, really professional and helpful. Saj worked really hard to get me the best deal and Kirran was brilliant with keeping me updated on progress. I would highly reccomend! Positive Responsiveness, Pr...”

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Henwood Court Financial Planning

(50)

Retirement
Goals
Life

“Henwood Court provide a great, professional service. I have always found the team to be friendly, reliable and willing to go above and beyond. I would highly recommend them. Positive Responsiveness, Quality, Professionalism, Value”

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SRC Accountancy Services

(50)

Team
Knowledge
Partnership

“Fantastic team who helped massively with my CIS. Couldn't thank them anymore for their help, in particular Natasha. She was phenomenal in her work. Thank you SRC!”

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The Compliance Guys

(32)

Test Drive, Appointed Representatives, Finance Lenders

“Fantastic service from Jon Rix for a service I didn't know I needed, recently completed an FCA application for a new additional business for us - nothing was too much trouble!”

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The DM Group

(48)

Life Insurance
Free Will
Meetings

“Really straightforward support with writing our wills and reviewing our insurance cover. Nathaniel was thoughtful and very clear and helpful. Highly recommended”

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Pickering & Butters Solicitors

(30)

Agriculture & Rural, Commercial Property, Public Services

“Pickering & butters solicitor From start to finish there team was professional and outstanding , nothing was to much trouble even coming to our home when my husband could not make it to there place of work . I would highly recommend these solicitor...”

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Masterplan Wealth

(34)

Why Work With us, Knowledge & Resources, Who we Help

“Masterplan provide a high calibre service and personal approach. They are an extremely professional team with a wealth of knowledge and I would highly recommend Positive Professionalism”

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Average Cost	£3587
Minimum cost	£1197
Maximum cost	£10162
Avg Per Hour Rates	£360

Best Financial Advisors in Lichfield

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Lichfield area.

Jordan Financial Management

Legal & Financial Planning

Paladin

Four Oaks Financial Services Limited

Acuity Financial Consultancy

Pool House Professional Advisers

Common Sense Financial Planning

Morgan Financial Planning

GMK Wealth

Charterhouse Group

Roberts Financial Consultancy

In-Form Solutions

Field Hamlin

Christian Dean Financial Planning

Valentine Financial Services

Central Financial Services

Opal Wealth Management

Choice Finance

Henwood Court Financial Planning

SRC Accountancy Services

The Compliance Guys

The DM Group

Pickering & Butters Solicitors

Masterplan Wealth

Retirement Planning and Investment Management Services in Lichfield Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lichfield

Popular in Lichfield