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Paladin

(21)

Team
Pension
Meeting

“I have used Paladin twice now as the financial world is something I know little about. Lee has given me straight talking advice that has been excellent, saving me money and stopping me making poor choices, would definitely recommend.”

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Legal & Financial Planning

(20)

“After forty years of being fodder for financial advisors I remain highly satisfied that L&FP provide a comprehensive professional well-informed service. When ever friends and acquaintances' speak about finances I recommend they contact L&FP. Their fr...”

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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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Four Oaks Financial Services Limited

(3)

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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Pool House Professional Advisers

“'I first met David Burns in 2017 when I was looking for an IFA to advise on amalgamating a number of occupational pensions into a self-invested pension. I had little or no previous experience in investments and David undertook a thorough assessment o...”

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Enhance Financial Planning Limited

(2)

“Enhance FP have been great in giving me advice on my money. I wanted to put a plan together to ensure I had enough to pay school fees. Lee put together some projections that were easy to understand and I was very satisifed.”

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Jarrod Morgan Financial Planning

(1)

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

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Jordan Financial Management

(14)

“I have been a client of Jordan Financial Financial Management for more than 2 decades. Throughout my relationship with Jordan's, Neil Currier has acted as my personal adviser. Neil was also my late mother's financial adviser and was instrumental in ...”

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GMK Wealth

(1)

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

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Charterhouse Group

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

“In our view, many of the elements essential to business growth are essentially, simple. To enable smarter business decision making, we take a more pragmatic approach, applying good judgement and straightforward solutions to move business forward. Thi...”

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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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Field Hamlin

“For over fifteen years, Gary has given us consistently sound investment advice. Using Gary's expertise our portfolio has been adapted to take account of changes in the financial markets as well as our personal circumstances as we moved from running o...”

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The Intelligent Strategic Partnership

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Jean Lamb Wealth Consultancy

“Jean has a genuine concern for one's financial needs. Her advice is sound and straightforward and given to satisfy one's personal requirements. She is able to resolve problems in a relaxed, uncomplicated manner and her readiness to help covers all ma...”

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Thacker Fairweather

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Roberts Financial Consultancy

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Sandwell Accountancy Services

(18)

Accounts, Book Keeping, Company Secretarial Duties

“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, Savings & Investments, Trusts

“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)

Mergers, Acquisitions & Disposals, Accountants For New and Start-Up Businesses, 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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Evans Ash Financial Services

(1)

Wealth Management, Saving and Investing, Later Life Planning

“Simply the Best!!! I recently underwent, probably the most complicated property purchase under the affordable housing scheme. From the very beginning - obtaining a mortgage (not many mortgage providers lend on the scheme) to completion Wendy from Ev...”

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Clear Solutions Wealth & Tax Management

(5)

Team

“We contacted Stephen for professional advice on pension planning after some online research using the GOV.UK Pension Wise website. The review process was extremely thorough, very informative and completely customised to our particular individual cir...”

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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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Wealth Design

(1)

Retirement Planning, Financial Planning, Protection

“When my husband decided to become a contractor we needed some financial advice regarding our pension planning. We found the team at Wealth Design to be helpful, knowledgeable and worked with us to develop a plan that gives us flexibility and yet pea...”

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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.

Paladin

Legal & Financial Planning

Acuity Financial Consultancy

Four Oaks Financial Services Limited

Pool House Professional Advisers

Enhance Financial Planning Limited

Jarrod Morgan Financial Planning

Jordan Financial Management

GMK Wealth

Charterhouse Group

Christian Dean Financial Planning

Valentine Financial Services

Field Hamlin

The Intelligent Strategic Partnership

Jean Lamb Wealth Consultancy

Thacker Fairweather

Roberts Financial Consultancy

Sandwell Accountancy Services

AJ Wealth Management

Azi Accountancy Services

Evans Ash Financial Services

Clear Solutions Wealth & Tax Management

Barnett Ravenscroft Wealth Management

Wealth Design

Retirement Planning and Investment Management Services in Lichfield Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lichfield

Popular in Lichfield