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Mattioli Woods Oldbury
Employee Engagement, Employee Saving, Employee Wellbeing
Best Financial Advisors in Oldbury
The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Oldbury area.
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Jordan Financial Management
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
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
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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Wiser Mortgage Advice - Redditch
- 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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Central Financial Services
- 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”
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Lucent Financial Planning
- 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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Confidence Wills
- 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
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
- 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
- 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
- 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
- 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
- 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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Dom Whitehouse Financial Adviser
- 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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The Compliance Guys
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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Masterplan Wealth
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
“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
- 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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Howard Wright
- 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.”
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Stalworth Wealth
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...”
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Midlands Investment Agency
- 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”
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James Gregory Financial
- 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”
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Pure Advice
1st Time Purchases, Home Movers, Remortgages
“Me and my family have used Miz and Lee for years now and wouldn't use anyone else, they make the process so simple and are both top blokes!
Thanks for just sorting my last mortgage”
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
Why these companies made our list
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