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Barnett Waddingham
GMP Projects, Defined Contribution, Defined Benefit Risk Management
“Smashing place nice helpful people”
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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Footes Financial Planning UK
“Whatever stage of life you're at, our highly qualified team of independent financial advisers and financial life planners will guide you through the opportunities and challenges you may face. By providing you with a truly holistic lifestyle planning ...”
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Sandwell Accountancy Services
Company Secretarial Duties, Payroll, Financial Planning & Business Startups
“Sandwell Accountancy Services Ltd. is our accountant company since we opened our business, Robot Store Ltd. I strongly recommend them, they are very reliable. All accounting is presented on time with no delays. Thank you for your support.”
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AJ Wealth Management
Trusts, Inheritance Tax Planning, Protection
“Easy people to deal with who explain the options on the market well . The review meetings are informative and help both sides understand where the investment is going”
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Azi Accountancy Services
Employee Share Schemes & Company Benefits, Capital Gains and Inheritance Tax, R&D Tax Services
“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
Mortgage Advice, Retirement Options, Estate Planning
“I've used Richard for over 15 years he's advised me on my retirement planning and selling my business. Very knowledgable and friendly.”
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Barnett Ravenscroft Wealth Management
“Richard always keeps us well informed of what is going on in the markets,and what is being done to keep us in the loop with our accounts. I've always been very impressed.”
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Prosperity Wealth – Independent Financial Advisors
“A friendly, experienced team who helped me secure a personal mortgage. Simple approach with clear fees and pricing. Will use again for other financial services in the future.”
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Prime Wealth
“I can highly recommend their services.”
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Kind Wealth
Tax Optimisation, Protection, Mortgages
“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
And no Arguments or Fee Disputes., No Strings;, No Quibbles;
“Fantastic accountants very professional, service is first class. Nothing is to much trouble for them, efficient and helpful staff. Would definitely recommend there services.”
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Acclaimed Mortgage Consultancy
Income Protection, Life Insurance, Critical Illness Insurance
“Acclaimed Mortgage consultancy and especially Sandy stepped in to help us after a terrible experience with another company. From day one they have been incredibly supportive, informative and enormously thorough and professional and we now happily hav...”
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Opal Wealth Management
Introduction to Financial Planning
“Gary gave insightful and useful information on efficient pension contribution. There was no drive for his personal benefit, I felt that he was most interested in finding a good solution for me and he gave me the right information to achieve what I wa...”
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MWS Financial Advisers Limited
Investments, Business Protection, Home Insurance
“I would like to fully recommend John Watts (MWS - IFA) for all his help in sorting out the majority of my financial affairs. John's professional but very friendly approach in fully explaining all the details was in my opinion exceptional. With nu...”
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MFS Redditch
Wills, Trusts & Probate, Conveyancing
“Thank you Dean Russel, Mortgage Advisor at MFS, who responsively had my next mortgage deal on the table in 48 hours securing a cheaper deal along with my life insurance, which was a great bonus. Was a hassle fee process from start to finish. Dean wa...”
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Mortgages Plain and Simple
- Understanding
- Options
- Family
“Have used Austin's services for the last few years. He is always pleasant and professional. This year he was very pro-active and jumped on getting my remortgages done before the rates went sky high. I am very grateful to him. Georgina was also ve...”
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SJ Financial Solutions
- Product
- Insurance
- Remortgage
“My experience with the whole team was nothing less than professional and very informative from everyone and on every step. This was my first home and Mortgage and Deb and her team was brilliant.
Always there to answer all my questions and I had a ...”
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Lucent Financial Planning
- Investments
- Feel
- People
“Wonderful service from Steve and Kate
Answered all my queries in a way I was able to understand
They didn't mind when I asked daft questions or when i asked them to go over things again and again
I'm now looking forward to a comfortable retirement...”
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Charles Lovell & Co.
Business Acquisitions and Disposals, Compliance Services, Taxation
“Charles Lovell & Co are always on hand to help, advice and guidance is always spot on. All members of staff who we have dealt with are friendly and approachable, nothing is too much trouble. Thank you”
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Henwood Court Financial Planning
- Future
- Goals
- Life
“My husband and I have been clients of Henwood Court for over a decade. They originally provided advice when I was a director of a successful Private Health Company. They have given us good solid advice through various situations in our life includin...”
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SRC Accountancy Services
Company Formation, Bookkeeping, Xero Platinum Partners
“SRC are a fantastic professional company. Simon and his team are spot on and you leave there feeling confidant that you are in capable hands. Prices are fantastic for the service you receive . Any questions you have they know all the answers. I'm 100...”
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Gardner Financial Management
Equity Release, Protection Planning, Mortgages
“Gardner Finance Management came highly recommended and I'm so pleased I approached them about re-mortgaging. They made the whole process so easy for me to follow with regular updates, a portal to upload documents and send messages. I'm so happy, they...”
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Capc - Mortgage Brokers
- Knowledge
- Communication
- Property
“The entire team at CAPC are incredibly professional and responsive. They were quickly able to recommend a great mortgage for me and my partner whilst providing ample support throughout the process, clearly talking through each step with us. Gemma rea...”
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Wesleyan
- Policies
- Knowledge
- Investments
“Being unaware of the laws around inheritance, will and taxation, we needed some help. This is where we got in touch with Keith Johnston through our work. He taylored solutions according to our needs and guided us through with his expert advice. We re...”
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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