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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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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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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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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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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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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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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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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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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

Ways to protect your mortgage if you become sick longterm Owning a home is a significant achievement, providing a sense of security and comfort for you and your family. However, life’s unpredictability can pose challenges to maintaining this security, especially when it comes to keeping up with your mortgage payments. Events such as an accident at work or on the road, or being diagnosed with a prolonged illness which prevents you from working for a while can impact your earning potential and as a result impact your ability to keep up with monthly repayments.Here, we go into how you can safeguard your home and ensure financial stability should you ever face long-term sick leave from work.

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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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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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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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Clarkson Hall

(37)

Mortgage
Remortgaging
Team

“As a first time buyer I didn't know where to start. Until a friend recommended Nathan He has been outstanding throughout my house purchase he would always be available when needed. he would go above and beyond to get the best deal he could for me. St...”

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Howard Wright

(43)

Investments
Efficient
Team

“I would highly recommend this proactive company because they provide regular communication and updates about my investments. Gareth Robinson takes time to discuss your personal needs and offers expert advice which is why I've had no hesitation in ref...”

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Wesleyan

(39)

“Sophia R helped my husband and I secure a mortgage for our first home and insurance as well. She was so knowledgable, kind and endlessly helpful throughout the whole process, and also always adapted to our schedules no matter how inconvenient it was ...”

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Gardner Financial Management

(38)

Financial Planning, Retirement Planning, Inheritance Tax Planning

“Lee explains things in a clear and concise way and has a great forecasting model which can flex according to your differing financial needs as you progress through retirement. He has a calm and reassuring manner and you feel he is genuinely trying to...”

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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

Jordan Financial Management

Acclaimed Mortgage Consultancy

JWC Financial Solutions

Integrity Accountancy Services Limited

Lucent Financial Planning

Wiser Mortgage Advice - Redditch

Central Financial Services

Confidence Wills

Opal Wealth Management

Choice Finance

Henwood Court Financial Planning

SRC Accountancy Services

Meriden Financial Planning Limited

The Compliance Guys

HLC Mortgages

Dom Whitehouse Financial Adviser

MWS Financial Advisers Limited

Masterplan Wealth

Clarkson Hall

Howard Wright

Wesleyan

Gardner Financial Management

Retirement Planning and Investment Management Services in Smethwick Cost Estimates

Why these companies made our list

Wealth Management Advisors near Smethwick

Popular in Smethwick