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

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...”
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

(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.”
Free Initial Consultation
Transparent Fees & Pricing
Serving Oldbury Area
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Acclaimed Mortgage Consultancy

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.”
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
“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”
1 Hagley Hall Gardens, Hall Dr, Hagley, Stourbridge DY9 9LQ
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Integrity Accountancy Services Limited

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!”
In Business Since 2014
1539 Stratford Rd, Birmingham B28 9JA
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Wiser Mortgage Advice - Redditch

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.”
12 Church Green E, Redditch B98 8BP
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Central Financial Services

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”
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Lucent Financial Planning

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”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
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Confidence Wills

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.”
Serving Oldbury Area
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Opal Wealth Management

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.”
38 Waterloo Rd, Wolverhampton WV1 4BL
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Choice Finance

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”
In Business Since 2015
Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL
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Henwood Court Financial Planning

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...”
Transparent Fees & Pricing
Serving Oldbury Area
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SRC Accountancy Services

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.”
Remote Consultations Available
Transparent Fees & Pricing
Serving Oldbury Area
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Meriden Financial Planning Limited

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.”
Alpha House, 42 New Rd, Stourbridge DY8 1PA
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The Compliance Guys

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.”
Transparent Fees & Pricing
28 Cleveland St, Wolverhampton WV1 3HT
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Dom Whitehouse Financial Adviser

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...”
Serving Oldbury Area
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MWS Financial Advisers Limited

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.”
MWS Financial Advisers, 9 Station Rd, Knowle, Solihull B93 0HL
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Masterplan Wealth

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”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Clarkson Hall

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!”
63a Market Pl, Cannock WS11 1BP
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Howard Wright

Howard Wright

(43)
  • Options
  • Relationship
  • Understand
“I have received excellent service and advice from Howard Wright. The team are most helpful and always polite and efficient. I would have no hesitation in recommending this company.”
Family Business
Serving Oldbury Area
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Wesleyan

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...”
Coupons & Offers
Transparent Fees & Pricing
Colmore Circus Queensway, Birmingham B4 6AR
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Stalworth Wealth

Stalworth Wealth

(32)
Investments, Mortgages, Insurance
“Pete helped us sort our first mortgage and insurance and has been professional and helpful through every single step. As new comers to the housing market it's been amazing having someone to make sure we understand everything through every step of the...”
Stalworth Wealth Ltd, Watling Court, Orbital Plaza, Watling St, Cannock WS11 0EL
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James Gregory Financial

James Gregory Financial

(35)
  • Communication
  • Questions
  • Information
“Highly recommend Andrew after using him to transfer my pension. Great advice and communication, resulting in a hassle free process. Positive Responsiveness, Professionalism”
In Business Since 2009
11, Newton Court, Pendeford, Wolverhampton WV9 5HB
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Midlands Investment Agency

Midlands Investment Agency

(31)
  • Pension
  • Knowledge
  • Heart
“I would definitely recommend Midlands investment agency they have been extremely professional throughout the time I have been dealing with them Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
16 High St, Tettenhall, Wolverhampton WV6 8QT
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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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