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Andersons CA

Accounts & Auditing, Taxation, Business Advice

“We are a local firm of chartered accountants in Birmingham with expertise and specialisms in all issues surrounding tax, accounts preparation, auditing, business advice, corporate finance and wealth management.”

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Intelligent Finance Planning

(2)

“Originally my brother referred me to Jess and Bob.. Well what can i say they are fantastic at what they do to make your mortgage quick and easy going. I can't thank Jess enough for all her efforts to help me with our purchase. Helpful, understanding ...”

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Lakeside Financial Services

(13)

Financial Planning, Taxation, Protection

“Fantastic service from Andrew yet again. Following a recommendation some years ago, my partner and I recently used Andrew and his mortgage expertise to secure our new family home. In what are stressful and tough economic times, his knowledge, underst...”

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HRS Asset Management Limited

(1)

Savings and Investments, Pension Planning, Estate Planning

“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)

Wealth Management, Pensions Advice, Financial Planning

“My involvement with Deven and his team predates his current set up. The saying about it being a "small world" has never been more true. It was one of his team who introduced me to him that was also responsible for getting me the job that put me on th...”

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Galileo Wealth

(4)

Pensions & Retirement, Saving & Investing: A Guide For Expats, Protection & Will Planning

“Chris has been managing my pension and finances for well over a decade and I am completely satisfied. He has an impressive knowledge of all things related to investment and applies it to make sure I make the investments that are the best for me. In a...”

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Jordan Financial Management

(50)

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

“I have been with Jordan Financial from the start. I found they explained everything in a way that I could understand, and if I asked a question they could answer it, which had not always been my experience. They are friendly but professional. Positiv...”

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Acclaimed Mortgage Consultancy

(50)

Buildings and Contents Insurance, Life Insurance, Critical Illness Insurance

“Acclaimed Mortgage consultancy and especially Sandy stepped in to help us after a terrible experience with another company. From day one they have been incredibly supportive, informative and enormously thorough and professional and we now happily hav...”

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JWC Financial Solutions

(50)

Financial Planning, Equity Release, Savings & Investments

“Sheila was always at hand to offer personalised help and advice, even during out of office hours. Always took the time to respond to every minute detail so we were clear with the steps and procedures ahead. She provided us with exceptional support du...”

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Integrity Accountancy Services Limited

(48)

Limited Company Accounts, Tax Investigation Service, Accounting Systems

“Shohaib and Integrity Accountancy really do deliver a 5 star service. During consultation with Shohaib he was able to demystify my tax affairs having recently gone self employed. They deliver a very knowledgable & friendly service. I'd have no dou...”

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Lucent Financial Planning

(50)

Advice
Life
Understand

“Four years ago Steve showed me clearly my financial situation and created a financial plan that he shared in simple terms which enabled me to retire. Four years on that plan has held firm and when I get my state pension in twelve months the plan wil...”

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Central Financial Services

(50)

CFS
New Build
Professional

“We have used Lucie to help us with our mortgage on 3 properties now...and she is wonderful! We wouldn't ever want to use anyone else and we would recommend to anyone. She is incredible knowledgeable and goes above and beyond to make sure were gettin...”

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Wiser Mortgage Advice - Redditch

(50)

Professional
Money
Knowledge

“We are taking our first steps towards getting on the property ladder, and Dean Russell's wealth of knowledge and expertise has been invaluable. Dean has been available to answer the million and one questions we have, and has reassured us throughout. ...”

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Confidence Wills

(49)

Company
Language
Writing

“The consultant is very professional. He came all the way from Midlands to Manchester for a meeting with my brother who does not speak English. He is patient and explained all details related to writing a will in simple language so that I could transl...”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“I found Opal Wealth through unbiased and found myself a little apprehensive not having been recommended by someone I knew. However right from the first contact to setting up my Drawdown pension Mark at Opal has made it all very understandable. I hav...”

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Choice Finance

(47)

Professional
The Future
Team

“An absolutely outstanding company. Choice finance helped us in buying our first home and made the entire experience easy and comfertable, the team were tremendous in the assistance constantly keeping us informed and ensuring the process was quick and...”

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SRC Accountancy Services

(50)

Team
Cis
Company

“Simon and his team are always helpful and quick to respond. They have taken a lot of the stress out of the accounts side of running a small business for me. Positive Responsiveness, Professionalism”

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Henwood Court Financial Planning

(50)

Retirement
Support
Confidence

“Henwood has been great for us. Firstly, we've had high quality professional and sound advice on personal financial planning and investments. Secondly, the staff in the back office administration are very efficient and responsive. They do what they sa...”

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Meriden Financial Planning Limited

(43)

Mortgage
Inheritance Tax
The Future

“I would like to thank Eleanor at Meriden for the service I received. She offered invaluable advice regarding pensions and investments in an easy and understanding way. Compared to the experience of previous financial advice, the difference was worl...”

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The Compliance Guys

(32)

Test Drive, Automotive Dealers, SAF Equivalent Training

“The Compliance Guys have now done two licences for me, they sort everything from start to finish and they even helped me with lenders once I was approved, I will only use the Compliance Guys!! Thank you, can highly recommend”

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MWS Financial Advisers Limited

(50)

Pension
Property
Remortgage

“We used Oliver for our remortgage in April and couldn't recommend him enough! Through a number of zoom calls and comprehensive emails, Oliver highlighted the best options for us. Throughout the remortgage process we were kept up to date with the most...”

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HLC Mortgages

(50)

Team
Property
First Time Buyers

“Billy was an absolute superstar and I would happily recommend him to anyone! Me and my partner were first time buyers and didn't have the first clue about mortgages and Billy was so great at explaining everything and helping us to choose the best opt...”

Featured

Can My Parents Lend Me a Deposit? 👨‍👩‍👧💳 When it comes to the property market, the terms ‘buyer’s market’ and ‘seller’s market’ frequently arise, influencing how buyers and sellers approach their transactions. Understanding these terms is crucial for anyone navigating the property landscape. In our previous article, we explained what a seller’s market is, in this article, we’re exploring what a buyer’s market is, how it affects property transactions, and what it means for buyers and sellers in the UK.

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Dom Whitehouse Financial Adviser

(50)

Questions
Property
Mortgage Advisor

“It was a pleasure to work with Midas FP, Specially, my mortgage advisor Dominic has been fantastic, He's very knowledgeable about the market and has gone above and beyond to help us meet our needs. He has helped me to secure my first BTL deal in this...”

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Masterplan Wealth

(34)

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

“Liz@ masterplan was absolutely amazing through the whole process, she was in touch with us and explained everything, she was always available when needed and she also kept in touch with the solicitor. Thank you so much Liz for everything.”

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Average Cost	£3619
Minimum cost	£1208
Maximum cost	£10254
Avg Per Hour Rates	£364

Best Financial Advisors in Smethwick

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Smethwick area.

Andersons CA

Intelligent Finance Planning

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

The Compliance Guys

MWS Financial Advisers Limited

HLC Mortgages

Dom Whitehouse Financial Adviser

Masterplan Wealth

Retirement Planning and Investment Management Services in Smethwick Cost Estimates

Why these companies made our list

Wealth Management Advisors near Smethwick

Popular in Smethwick