Best Financial Advisors in Redditch

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Redditch area.

MFS Redditch

MFS Redditch

(28)
Wills, Trusts & Probate, Conveyancing
“Absolutely fantastic service. As a first time buyer the process sounded daunting and I felt like I knew so little, however after meeting Dan who was very informative and extremely helpful he really put any of my worries at ease. I felt like a valued ...”
12 Church Green E, Redditch B98 8BP
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Charles Lovell & Co.

Charles Lovell & Co.

(17)
Business Support Services, Grants and Business Funding, Business Acquisitions and Disposals
“Hadleigh at Charles Lovell has been our trusted Accountant for 12 years now! I cannot recommend him highly enough. So helpful, really friendly, nothing is ever too much trouble and he's always only a phone call away with advice. Fantastic team! ...”
Free Initial Consultation
Transparent Fees & Pricing
8 Church Green E, Redditch B98 8BP
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HL Consulting

HL Consulting

(30)
  • Team
  • Informative
  • Questions
“Friendly team who listened to our needs and came up with a really good solution. The response was quick and practical. There was no jargon, just a straightforward conversation about our needs and a discussion of the various solutions. I thought HL...”
373 Evesham Rd, Redditch B97 5JA
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Kim Bayliss Wealth Management

Kim Bayliss Wealth Management

(1)
“My experience with Kim as always helpful in every way, good professional advice with always my best interest at heart.”
Emergency Services
In Business Since 2008
3 Ardens Cl, Redditch B98 0QE
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PPM Financial Planning

PPM Financial Planning

(2)
Will Service, Mortgage Services, Protecting Your Goals
“Laura organised our re mortgage for us and have to say she was very professional and prompt with answering any queries. Highly recommended.”
Transparent Fees & Pricing
British Mills, The Needle Factory, Albert St, Redditch B97 4DA
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Pinnacle

Pinnacle

(1)
“Early days as yet ,I was seen by Gary who I must say was very polite , professional and helpful I gave him all the information he needs ,to look at my pension and hopefully he will be able to help so early days but hopful & fingers crossed”
1-2, Chestnut Court, Jill Ln, Sambourne, Redditch B96 6EW
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NHM Accounts Limited

NHM Accounts Limited

(4)
“Used this company for quite a few years now - Always been reliable and above all trustworthy.”
57 Heming Rd, Redditch B98 0DH
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The Alternative Accountants

The Alternative Accountants

(1)
“Highly recommended for Tax Returns and as a Business Finance Service.”
Butler St, Astwood Bank, Redditch B96 6BS
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Maia Asset Management

Maia Asset Management

“Past performance is not a guide to future returns. The value of investments and the income from them, can go down as well as up, and you may get back less than you invested. Fluctuations in currency value will mean that investments may be affected by...”
April Barns Redditch Road B95 5NY
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S J Bettridge Financial Planning

S J Bettridge Financial Planning

“We pride ourselves on being able to spend time with our clients, building long term relationships based on trust. We make complex financial matters easy to understand in an approachable and straight-forward manner without any pressure.”
5 High St, Astwood Bank, Redditch B96 6DB
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Sandwell Accountancy Services

Sandwell Accountancy Services

(18)
Book Keeping, Annual Tax Returns & Taxation, Company Secretarial Duties
“Sandwell Accountancy Services have been the company accountants since 2008. At the helm is Swaran and he is backed up by his team of experts. To name two with whom we have many dealings, Gurdev and Harprett . The company provide an extremely professi...”
Family Business
Serving Redditch Area
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Azi Accountancy Services

Azi Accountancy Services

(1)
Auto Enrollment Pensions, R&D Tax Services, Audit and Assurance 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...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Redditch Area
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Pfep Wealth Management

Pfep Wealth Management

(2)
Estate Planning, Retirement Options, Mortgage Advice
“I've used Richard for over 15 years he's advised me on my retirement planning and selling my business. Very knowledgable and friendly.”
Manor House, Manor Ln, Halesowen B62 8PU
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Barnett Ravenscroft Wealth Management

Barnett Ravenscroft Wealth Management

(5)
“Richard and the team are very knowledgeable and have a clear understandable approach to investing. They never "apply" a cookie cutter approach and are all about listening and putting together a plan for you and your goals. Highly recommended.”
13 Portland Rd, Birmingham B16 9HN
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Prosperity Wealth – Independent Financial Advisors

Prosperity Wealth – Independent Financial Advisors

(7)
“Friendly and professional approach to any meetings or interaction I have had with all members of Prosperity Wealth. Their aim to support their clients and go above and beyond where necessary is clear to see.”
Transparent Fees & Pricing
In Business Since 2008
Serving Redditch Area
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BRI Wealth Management Plc

BRI Wealth Management Plc

(8)
Intermediaries, Charities & Trusts, Corporate
“My parents have been clients of BRI for many years and have always been very happy with the advice and returns received from their investments. Following the death of my father in 2020, I have supported my mother in all financial matters. I have fo...”
50+ Years Experience
Serving Redditch Area
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Prime Wealth

Prime Wealth

(1)
“I can highly recommend their services.”
Corner Oak, 1 Homer Rd, Solihull B91 3QG
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Kind Wealth

Kind Wealth

(1)
Corporate Financial Planning, Retirement Planning, Tax Optimisation
“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...”
In Business Since 2012
Serving Redditch Area
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Lyness Accountancy Practice Limited

Lyness Accountancy Practice Limited

(2)
No Exceptions;, No Quibbles;, No Strings;
“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
Serving Redditch Area
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Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(30)
Critical Illness Insurance, Life Insurance, Income Protection
“After being bereaved of both of my parents at a young age I was turned away from most companies for life insurance. Needing some certainty I was introduced to Sandy, who has been amazing from start to finish. Not only has she been able to organise th...”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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MWS Financial Advisers Limited

MWS Financial Advisers Limited

(30)
Life & Health Insurance, Equity Release, Investments
“I personally haven't used your services . But a dear elderly friend June Carloss who has now pasted couldn't rate John Watts and his team strongly enough. She trusted John 100% to deal with her affairs and when she found she couldn't afford to run he...”
MWS Financial Advisers, 9 Station Rd, Knowle, Solihull B93 0HL
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Lucent Financial Planning

Lucent Financial Planning

(30)
  • Understand
  • Retirement
  • Investments
“As boring a topic as financial services are to most people, but a serious one if they are playing with your money! - Lucent achieve the human element approach to your requirements. All staff seem team spirited and genuinely passionate in working to a...”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
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SJ Financial Solutions

SJ Financial Solutions

(30)
  • Experience
  • Professional
  • Product
“Absolutely fantastic, I've had an outstanding experience with SJ Financial Solutions and certainly won't be the last if I ever wanted to move again. A extra special thank you to Charlotte who always when above and beyond expectations, she found best...”
185-187 High St, Harborne, Birmingham B17 9QG
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Mortgages Plain and Simple

Mortgages Plain and Simple

(30)
  • First Time Buyers
  • Team
  • Understanding
“Austin and Georgina have recently helped us to buy our first home. They has been incredibly helpful with all our questions, with exactly the knowledge and advise we were looking for as first time buyers and keeping us regularly updated on our applica...”
Kesteven House, 78 London Rd, Worcester WR5 2DY
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Retirement Planning and Investment Management Services in Redditch Cost Estimates

Minimum cost
£1229
Maximum cost
£10440
National Average
£3685
Avg Per Hour Rates
£370
£2457
£6756
Typical price range is based on 471 cost profiles
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Average Cost £3685
Minimum cost £1229
Maximum cost £10440
Avg Per Hour Rates £370

Typical range $2457 to $6756 is based on 471 cost profiles.

Why these companies made our list

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