Best Financial Advisors in Oldbury

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Oldbury area.

Kind Wealth

Kind Wealth

(10)
  • Pressure
  • Phone Call
  • Mortgage
“Joe from Kind Wealth was incredibly helpful in securing me a mortgage to buy my first home. As a first time buyer I was slightly perplexed by the process but Joe took time to explain everything to me, even the stupid questions! I never felt under any...”
In Business Since 2012
3A, Swallowfield Courtyard, Wolverhampton Rd, Oldbury B69 2JG
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Lyness Accountancy Practice Limited

Lyness Accountancy Practice Limited

(2)
And no Arguments or Fee Disputes., No Quibbles;, No Exceptions;
“Fantastic accountants very professional, service is first class. Nothing is to much trouble for them, efficient and helpful staff. Would definitely recommend there services.”
Transparent Fees & Pricing
Lyness Accountancy Practice Limited, Oldbury B69 4EB
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Mattioli Woods Oldbury

Mattioli Woods Oldbury

“Broughtons Financial Planning has been rebranded to become the Oldbury office of the Mattioli Woods group. If you are not redirected to the Mattioli Woods website within a few seconds, please”
Transparent Fees & Pricing
In Business Since 2008
Swallowfield Courtyard, 5a, Wolverhampton Rd, Oldbury B69 2JG
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Jordan Financial Management

Jordan Financial Management

(41)
Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning
“The service I've received over the past 15 years has been exceptional, with the development of my investment portfolio showing year on year growth Satisfying all my retirement requirements.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2004
Serving Oldbury Area
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Integrity Accountancy Services Limited

Integrity Accountancy Services Limited

(48)
Management Accounts, Workplace Pensions, Management Consultancy
“I did my self-employment taxes at integrity this year and they have been wonderful. Super helpful, human and professional. I would go back next year!! 🙏 …”
In Business Since 2014
1539 Stratford Rd, Birmingham B28 9JA
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Confidence Wills

Confidence Wills

(50)
  • Decisions
  • Mirror
  • Minds
“Simon was very helpful and professional and explained everything In detail so things were understandable. I would recommend confidence wills too others , thank you. Sonia”
Serving Oldbury Area
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Masterplan Wealth

Masterplan Wealth

(25)
Who we Help, Knowledge & Resources, Why Work With us
“Highly recommended this company, have used them for mortgages and finance advice, they keep us informed at every step and a big thanks to Jason Dutton for his help over the years.”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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AGS Accountants and Business Advisors

AGS Accountants and Business Advisors

(7)
AGS HR, Marketing Solutions, Cloud Accounting
“Simply the best accountants money can buy. Efficient, reliable and friendly service. If you need an honest accountant that will more than pay for their fees will the savings they make for you, this is the place to go...”
Offers Financing Options
In Business Since 2007
Unit 1 Castle Court 2, Castlegate Way, Dudley DY1 4RH
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JPA Financial Services

JPA Financial Services

(10)
Savings and Investments, Protection Needs, Wills, Trusts & Estate Planning
“Nik assisted me with sorting a new life insurance policy, he was helpful, thorough and knowledgeable in fact the whole process was made so much easier with Niks involvement. I would highly recommend”
In Business Since 2019
Serving Oldbury Area
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Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(50)
Life Insurance, Critical Illness Insurance, Income Protection
“The service I received from Gavin was professional and supportive. He gave me great advice and responded whenever I needed him. Everything was sorted efficiently and easily. Highly recommended!”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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JWC Financial Solutions

JWC Financial Solutions

(50)
Protection, Taxation, Business Protection
“Fantastic service by JWC, organised 2 house moves and a mortgage renewal. Friendly, prompt service that always go out their way to help assist. Highly recommended. Luke Bellamy”
1 Hagley Hall Gardens, Hall Dr, Hagley, Stourbridge DY9 9LQ
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Wiser Mortgage Advice - Redditch

Wiser Mortgage Advice - Redditch

(50)
  • Money
  • Questions
  • Products
“Dean was fantastic. Excellent advice, fair and unbiased, and made sure we understood every step in the process. In such a stressful process Dean was helpful and a pleasure to work with.”
12 Church Green E, Redditch B98 8BP
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Central Financial Services

Central Financial Services

(50)
  • Insurance
  • Property
  • First Time Buyer
“Peter and his team made our move into our 1st house together extremely easy and stress free despite us both having busy/challenging schedules. Would definitely recommend”
In Business Since 2008
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Opal Wealth Management

Opal Wealth Management

(44)
Introduction to Financial Planning
“Gary and the team took the time to listen, review and work with me through the various options for my Pension arrangements. Very patient, attentive and professional.”
38 Waterloo Rd, Wolverhampton WV1 4BL
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Henwood Court Financial Planning

Henwood Court Financial Planning

(50)
  • Knowledge
  • Mind
  • Manage
“My wife and I have been clients of Henwood Court for around 7 years, and have nothing but praise for the help and support provided by Jason and other members of the team. It is very reassuring to be able to get on with retirement (present restriction...”
Transparent Fees & Pricing
Serving Oldbury Area
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Choice Finance

Choice Finance

(44)
  • Questions
  • First Time Buyer
  • House
“Rob and the team were a fantastic support throughout the purchase of my first home. I couldn't recommend them highly enough - friendly, knowledgeable and responsive.”
In Business Since 2015
Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL
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SRC Accountancy Services

SRC Accountancy Services

(50)
  • Phone
  • Financial
  • Partnership
“I have been a client at SRC Accountancy for over 10 years. Thanks to Simon, Chloe and the team for continuing to provide a first class professional service. Highly recommend.”
Remote Consultations Available
Transparent Fees & Pricing
Serving Oldbury Area
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MWS Financial Advisers Limited

MWS Financial Advisers Limited

(50)
  • The Future
  • Emails
  • Advice
“Oliver at MWS Financial Advisers Ltd has over the last 12 months remortgaged 2 of my BTL's for me and cannot fault his work to get the deals over the line in such a professional manner. Would definitely recommend Oliver and MWS Financial Advisers.”
MWS Financial Advisers, 9 Station Rd, Knowle, Solihull B93 0HL
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Dom Whitehouse Financial Adviser

Dom Whitehouse Financial Adviser

(50)
  • First Time Buyer
  • Responsive
  • Products
“I was recommended Dom by a friend and have used his services to invest some money. He looked at a different options that would suit my circumstances and needs. He went through all of the paperwork and explained the process. I was very happy with t...”
Serving Oldbury Area
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Wesleyan

Wesleyan

(40)
“Received sound and personalised review from advisor Domonik McNair-Templeton. Explained everything clearly at a level I can understand. Great help! Thank you”
Coupons & Offers
Transparent Fees & Pricing
Colmore Circus Queensway, Birmingham B4 6AR
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The Compliance Guys

The Compliance Guys

(30)
Retailers, Credit Broker, 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!”
Transparent Fees & Pricing
28 Cleveland St, Wolverhampton WV1 3HT
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Howard Wright

Howard Wright

(43)
  • Options
  • Relationship
  • Understand
“A very close friend, who shows great judgement recommended this company and I am very pleased with the service and assistance I receive. I recommend them to everyone.”
Family Business
Serving Oldbury Area
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Clarkson Hall

Clarkson Hall

(37)
  • Family
  • Questions
  • Insurance
“Dean offered great advice and was very helpful to us. He clearly has a lot of experience and is very detailed with explanations. Would highly recommend!”
In Business Since 2004
63A Market Pl, Cannock WS11 1BP
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Stalworth Wealth

Stalworth Wealth

(32)
Investments, Mortgages, Insurance
“Peter and Molly were fantastic when it came to our mortgage! Such great knowledge, now Peter is sorting out my pension and even helped our daughter with her first mortgage. Couldn't recommend him enough, literally a one stop shop. Very friendly and n...”
In Business Since 2022
Stalworth Wealth Ltd, Watling Court, Orbital Plaza, Watling St, Cannock WS11 0EL
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Retirement Planning and Investment Management Services in Oldbury Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 543 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 543 cost profiles.

Why these companies made our list

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