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Footes Financial Planning UK
“Caring and attentive. Accessible team and highly professional all round.”
Best Financial Advisors in Longbridge
The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Longbridge area.
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Barnett Waddingham
“Top class assistance”
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Lakeside Financial Services
Pensions, Mortgages, Business Protection
“Hayley helped me get the mortgage I needed and made sure I got the best possible deal. I would highly recommend and will be using her again when I need to remortgage.”
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HRS Asset Management Limited
Pension Planning, Estate Planning, Savings and Investments
“Had a really interesting meeting with Rhian. She has given me a lot to think about. Fantastic financial advice”
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Deven Yagnic Wealth Management
Savings & Investments Advice, Life Assurance, Pensions Advice
“Excellent people to do business with. Deven, Vim and the team are professional, responsible, diligent and unpompous. Having worked with four IFA/wealth managers over the last 20 years, DY Wealth are simply the best.”
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Galileo Wealth
Saving & Investing: A Guide For Expats, Protection & Will Planning, Pensions & Retirement
“Great support from Chris in the last 5 years. Very personable and professional advice that has sorted out my previous pension issues and got my investments back on track.
Also shoutout to Maxi his very supportive assistant.
Would strongly recommend...”
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Jordan Financial Management
Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning
“My husband first discovered JFM many years ago and since then we have nothing but praise for the advice, guidance and care shown to us by our personal adviser Neil Currier. My husband died very suddenly 10 years ago and Neil was immediately availabl...”
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Acclaimed Mortgage Consultancy
Income Protection, Life Insurance, Critical Illness Insurance
“I would highly recommend the services of the team at Acclaimed Mortgage Consultancy. Gavin has been so knowledgeable, efficient and understanding of my specific mortgage needs and was approachable, reliable and professional through and through. Gavin...”
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JWC Financial Solutions
Business Protection, Wealth Management, Mortgages
“We have used JWC Financial Solutions for our last four mortgages and life insurance requirements and the service they provide is always to the highest possible standard. The advice we receive is always clearly explained and all applications completed...”
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Integrity Accountancy Services Limited
Management Consultancy, Payroll Services, VAT Return Preparation
“Hands down the best and most receptive customer service I have received from any professional service provider EVER!
Shohaib and his team are always on hand to answer any queries I have, and have proactively suggested ways to optimise my accounts.
...”
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Financial Advice Centre
Professional Connections, Protecting You and Your Future, Planning For Retirement
“We first heard of Louise as we were in an unusual position of needing a bespoke mortgage that fit our needs and she was recommended to us. She initially helped us with this years ago but unfortunately the seller pulled out. When we were ready to buy ...”
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Central Financial Services
- Insurance
- Communication
- Family
“I cannot recommend Central Financial Services enough. Peter and Ian have advised my husband and I on our finances for over 8 years and they never let us down. Ian is very efficient and highly experienced too. Peter is professional and personable. I h...”
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Lucent Financial Planning
- Sound
- Goals
- Pension
“We have been with Steve for over 10 years. We have got to treat him as a friend now. Steve has guided us through some tough times on the way to retirement, we have always trusted his judgement. Steve has a way of explaining things very clearly that w...”
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Wiser Mortgage Advice - Redditch
- Products
- Life Insurance
- Remortgage
“Well, what can I say about "Dean" I was referred to contact him from a friend who also got a mortgage through him. As soon as I called him I knew he was a great find. He cannot do enough for you goes above and beyond to help you. After speaking to ot...”
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Confidence Wills
- Humour
- Powers of Attorney
- Questions
“Excellent and we feel very pleased to have done a Will and LPAs. Kevin came to the house and put us at ease immediately. He explained the choices and made us laugh - not easy you would think for such a process. A helpful and warm person like Kevin w...”
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Opal Wealth Management
Introduction to Financial Planning
“I have used Opal Wealth management for a number of years now and always found them to be very professional, courteous and explain their proposals very well.
Gary and Vikki are very efficient and quick to respond to our needs and questions. Report...”
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Henwood Court Financial Planning
- Life
- Family
- Understand
“Outstanding service and care
From the very outset, our Henwood adviser and assistant went to considerable effort to obtain a thorough understanding not just of our financial circumstances, but of who we were, how we live, what was important in our...”
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SRC Accountancy Services
- Partnership
- Efficient
- Questions
“Have been using src for many years,simon and his team are first rate,and cannot fault in any way.we are retiring now,but have no hesitation in recommending SRC.we wish them all the very best for the future,and say a big Thankyou.Martin,Rita Lucky 7 D...”
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Meriden Financial Planning Limited
- Investments
- Pensions
- Service
“Myself & my partner were first time buyers and were recommended Meriden Financial by family.
We dealt with an advisor called Robyn and she was brilliant right from the start. She explained everything in great detail, also replied incredibly fast to ...”
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The Compliance Guys
Finance Lenders, Self Funding, Warranties
“Fab Service From Start To Finish, Sam was on the ball and gave us great help and advice. They are not like other compliance companies who take your money and run. Would not hesitate to use them again, and in actual fact, have signed up to their month...”
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HLC Mortgages
- Products
- Call
- Remortgage
“I have been working alongside HL Consulting for over a year now and I honestly cannot recommend them enough. The staff are fantastic and if you want a professional, friendly and helpful mortgage broker, ask for Billy Knowles. His knowledge is like no...”
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Dom Whitehouse Financial Adviser
- First Time Buyer
- Family
“Dom was recommended to us by a friend and he made the mortgage process of our house purchase the easiest part. We had a call with him very shortly after our offer was accepted, our application was submitted the following day and our mortgage offer la...”
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Mortgages Plain and Simple
- Product
- Stress
- Family
“Trustworthy, diligent and proactive. I had Austin and the team recommended to me by a close friend and I've subsequently passed them on to two family members. They're competitively priced and they give advice based on my needs, rather than their inte...”
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MWS Financial Advisers Limited
- Number
- Options
- The Future
“I contacted MWS earlier in the year because they were local to me. I arranged a free 30 minute consultation which was extremely informative and Ollie was very friendly and understood my total lack of financial knowledge.
I later contacted him about ...”
Retirement Planning and Investment Management Services in Longbridge Cost Estimates
Minimum cost
£1187
Maximum cost
£10077
National Average
£3557
Avg Per Hour Rates
£357
£2372
£6521
Average price range is based on
385 cost profiles
Why these companies made our list
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