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Mattioli Woods Oldbury

Employee Engagement, Employee Saving, Employee Wellbeing

“Our experts will guide you through the complexities of investment selection. Whether you want to invest non-pension wealth into a tax-efficient investment opportunity or a multi-asset portfolio for your pension fund, we work hard to protect your weal...”

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Lakeside Financial Services

(13)

Equity Release, Wealth Management, Pensions

“Andrew was super helpful. Our mortgage was complex and required lots of additional work. He was patient, efficient, always available and very nice to work with. I would highly recommend him.”

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HRS Asset Management Limited

(1)

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

(5)

Financial Planning, Savings & Investments Advice, 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

(4)

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

(50)

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

“You've provided us with financial advice over the past 20 years or so. At all times, this advice has been thorough, professional and, crucially, 'understandable'. We feel in safe hands.”

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Acclaimed Mortgage Consultancy

(50)

Life Insurance, Critical Illness Insurance, Income Protection

“Could not recommend them highly enough! It is so important to find somebody that you can trust and I have definitely found that in Gavin. If you are on the fence and reading this then do it, it will be worth it.”

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JWC Financial Solutions

(50)

Protection, Taxation, Business Protection

“First time buying a property and I cannot fault how easy they made it for me.. Any concerns I had they helped. Very patient and understanding, talked me through anything I needed to know. Thank you”

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Integrity Accountancy Services Limited

(48)

Management Accounts, Workplace Pensions, Management Consultancy

“Shohaib and his team are very knowledgable and have always helped us a enormously with their advice. We have been doing business with them for the last 5 years and we highly recommend them!”

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Lucent Financial Planning

(50)

Mind
Company
Sound

“Great help with a complicated subject of pensions made it easy to understand. Very satisfied with all Steve and the team do Would definitely recommend”

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Central Financial Services

(50)

First Time Buyer
Advice
Insurance

“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”

Featured

t's time to gear up for a smooth transition and explore your next steps. Here's how to prepare: ⏳ Mark Your Calendar: Know the exact date when your fixed rate ends. This will help you plan ahead and avoid any last-minute surprises. 💼 Review Your Finances: Take a closer look at your financial situation. What has changed since you first got your mortgage? Assess your income, expenses, and savings. 📊 Assess Your Options: As your fixed rate comes to an end, you'll have options to consider. You could switch to a new fixed rate, opt for a variable rate, or even remortgage with a different lender. We can help you weigh these options. 📞 Talk to Us: We're here to guide you through the process! Reach out to our expert team to discuss your situation and explore the best path forward. 📝 Gather Documents: Just like when you first got your mortgage, there will be paperwork involved. Start gathering documents like proof of income, credit reports, and any other relevant financial information. 📅 Start Early: Don't wait until the last minute to make decisions. Starting early, ideally 6 months before it's due, gives you time to research, compare rates, and make well-informed choices. 📈 Consider Your Goals: Reflect on your homeownership goals. Are you planning to stay in your current home for the long haul? Or is this a stepping stone to something bigger? Your goals will influence your decision. Reach out to us with any questions or concerns you might have. Let's make the most of your mort...

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Wiser Mortgage Advice - Redditch

(50)

Advisor
First Time Buyers
Products

“Dean was Amazing and puts me at ease every time me and my wife come to see him Answering our questions about anything and everything honestly and professionally every time ... wouldn't choose anyone else. Perfect service.”

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Confidence Wills

(49)

Mind
Decisions
Humour

“They are brilliant. Communication is good, price was reasonable. I would recommend them to other people. 4 stars given we there is always room to improve.”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“Met with Gary twice and his guidance was appreciated and also helped me gain an understanding of the processes. I would definitely recommend Opal. Especially if you are new to the world of finance.”

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Choice Finance

(47)

Questions
Phone
First Time Buyer

“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. Positive Professionalism”

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SRC Accountancy Services

(50)

Phone
Financial
Partnership

“SRC have handled my company's financial affairs from our start up in 2016. We have received great service and swift attention to all of our needs. Great expertise and very helpful staff.”

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Henwood Court Financial Planning

(50)

Future
Decisions
Life

“My mother was helped by Nick years ago, before Henwood Court, and I was impressed by his thoroughness and courtesy. My wife and I have transferred our financial affairs to HC, and our son and his wife have done the same. They are efficient and totall...”

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Meriden Financial Planning Limited

(43)

Emails
Call
Investments

“We have known Duncan a long time and he is a very competent professional Chartered Financial Advisor. He is very caring, nothing is too much ttrouble and I trust him implicitely. All his staff are utterly helpful and caring too.”

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MWS Financial Advisers Limited

(50)

Advice
Communication
Number

“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.”

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The Compliance Guys

(32)

Retailers, Finance Brokers, Finance Lenders

“Have used these guys for compliance for my used car sales business for years now and they are brilliant, extremely knowledgeable and always happy to help with very prompt responses. Would definitely recommend.”

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Dom Whitehouse Financial Adviser

(50)

Phone Call
Responsive
First Time Buyer

“Dom was an amazing financial adviser when we were seeking a mortgage. Any question we had or support we needed was always promptly given, with clear and easy to understand advice. In a very stressful process of buying a home, Dom genuinely made every...”

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Masterplan Wealth

(34)

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

“Really prompt, professional and helpful assistance and responses from Liz. Great support from AIP being done within hours through to chasing up funds for completion. Would highly recommend. Positive Responsiveness, Professionalism”

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Wesleyan

(39)

“The lady that dealt with me was very good and imformative the only thing is the amount of time it is taking to resolve nearly 6 months none of which is her fault its royal london holding back on a money transfer i just want it to be resolved but stil...”

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Clarkson Hall

(37)

House
Questions
Insurance

“Dean has been brilliant with helping me to secure a mortgage for my first home. Consistent and timely communication really helped with the process. I would highly recommend!”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Oldbury

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

Mattioli Woods Oldbury

Lakeside Financial Services

HRS Asset Management Limited

Deven Yagnic Wealth Management

Galileo Wealth

Jordan Financial Management

Acclaimed Mortgage Consultancy

JWC Financial Solutions

Integrity Accountancy Services Limited

Lucent Financial Planning

Central Financial Services

Wiser Mortgage Advice - Redditch

Confidence Wills

Opal Wealth Management

Choice Finance

SRC Accountancy Services

Henwood Court Financial Planning

Meriden Financial Planning Limited

MWS Financial Advisers Limited

The Compliance Guys

Dom Whitehouse Financial Adviser

Masterplan Wealth

Wesleyan

Clarkson Hall

Retirement Planning and Investment Management Services in Oldbury Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oldbury

Popular in Oldbury