Smethwick

Popular Cities

Smethwick
Join as a Pro

Best Financial Advisors in Smethwick

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

View Profile
Andersons CA

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.”
352 Bearwood Rd, Bearwood, Birmingham, Smethwick B66 4ET
i
View Profile
Intelligent Finance Planning

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 ...”
134 Sandon Rd, Bearwood, Smethwick B66 4AB
i
View Profile
Sandwell Accountancy Services

Sandwell Accountancy Services

(18)
Accounts, Annual Tax Returns & Taxation, VAT Returns
“I've worked with Swaran and his lovely team now for a few years, and before that, I had swapped between accountants...I found SAS through a recommendation, and I can honestly say that they have all been so professional, yet friendly, and most import...”
Family Business
Serving Smethwick Area
i
View Profile
AJ Wealth Management

AJ Wealth Management

(7)
Retirement Planning, Work-Based Pensions, Long Term Care Planning
“Some twenty years ago I wanted advice concerning sound,safe investments for long term financial security.A friend informed me of his high opinion of AJ Wealth Management Ltd and recommended I should contact them.I did this,and following an initial di...”
9 High St, Tettenhall, Wolverhampton WV6 8QS
i
View Profile
Azi Accountancy Services

Azi Accountancy Services

(1)
Personal Tax Returns and Self-Assessment, Accountants For New and Start-Up Businesses, Payroll 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...”
Transparent Fees & Pricing
Free Initial Consultation
Serving Smethwick Area
i
View Profile
Pfep Wealth Management

Pfep Wealth Management

(2)
Financial Planning, Retirement Options, Estate Planning
“Shareholder Protection Advice Richard helped me with our shareholder protection and ensured my business was passed onto my son so he could continue in business. Found the process simple and easy to understand and Richard took the time to unders...”
Manor House, Manor Ln, Halesowen B62 8PU
i
View Profile
Barnett Ravenscroft Wealth Management

Barnett Ravenscroft Wealth Management

(5)
“You know you have made the right choice using a financial group that really looks after you especially in the current climate. I really feel a peace of mind regarding the pension and financials. Thank you Sukhy , Richard and the BRWM team for both...”
13 Portland Rd, Birmingham B16 9HN
i
View Profile
Wealth Design

Wealth Design

(1)
Retirement Planning, Investments, Trust Funds
“When my husband decided to become a contractor we needed some financial advice regarding our pension planning. We found the team at Wealth Design to be helpful, knowledgeable and worked with us to develop a plan that gives us flexibility and yet pea...”
Virage Point, Lagonda Suite, Green Ln, Cannock WS11 0NH
i
View Profile
Prosperity Wealth – Independent Financial Advisors

Prosperity Wealth – Independent Financial Advisors

(7)
“What can I say but so far the service as been fantastic James can't do enough to help me and every time I call I speak to a lovely Lady on reception named Karen she is so professional and very helpful thank you so far James and Karen for your help. ...”
In Business Since 2008
Transparent Fees & Pricing
Serving Smethwick Area
i
View Profile
Prime Wealth

Prime Wealth

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

Kind Wealth

(1)
Investment Planning, Retirement Planning, Intergenerational Wealth Management
“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 Smethwick Area
i
View Profile
Lyness Accountancy Practice Limited

Lyness Accountancy Practice Limited

(2)
No Small Print;, No Quibbles;, No Exceptions;
“Roy & the team at Lyness have become invaluable to our small business. They are super responsive and very helpful with any questions that we need help with. Their business mentoring and accountancy knowledge is fantastic. Thank you to the Lyness Team...”
Transparent Fees & Pricing
Serving Smethwick Area
i
View Profile
Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(30)
Buildings and Contents Insurance, Life Insurance, Critical Illness Insurance
“Sandy, Gavin and the team are really helpful and friendly, we also dealt with Alex and Amber who couldn't have done more for us, whenever we had a question within an hour Amber had the answer for us, I wouldn't hesitate to use them again!!”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
i
View Profile
MWS Financial Advisers Limited

MWS Financial Advisers Limited

(30)
Mortgages, Equity Release, Retirement Planning
“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
i
View Profile
Opal Wealth Management

Opal Wealth Management

(30)
Introduction to Financial Planning
“I have found dealing with Opal Welfare Management to be very professional, they always kept me up to date with progress and were always helpful when I rang for some point to be clarified. They always arranged meetings to suit my timelines and were ve...”
38 Waterloo Rd, Wolverhampton WV1 4BL
i
View Profile
MFS Redditch

MFS Redditch

(28)
Conveyancing, Wills, Trusts & Probate
“Dan's the man, if your looking for mortgage advice go see this guy for all the best deals and advice, not only did he save me money on my current mortgage deal he was able to save me money on my home and life insurance. 100% recommend”
12 Church Green E, Redditch B98 8BP
i
View Profile
SJ Financial Solutions

SJ Financial Solutions

(30)
  • Team
  • Financial Advisor
  • Professional
“Absolutely fantastic. My first experience with SJ Financial Solutions and certainly won't be the last. A special thank you to Stuart and his team who structured and supported the journey throughout the process. No hesitation in recommending their ser...”
185-187 High St, Harborne, Birmingham B17 9QG
i
View Profile
Choice Finance Cannock

Choice Finance Cannock

(30)
  • Professional
  • Team
  • House
“We have been dealing with choice finance for sevral years now and the service is second to none . Ryan who delt with our morgage renewal was very efficient and great to deal with. Would recommend choice finance to everyone.”
In Business Since 2015
Lakeside, 7 Morston Court Blakeney Way Kingswood, Cannock WS11 8JB
i
View Profile
Lucent Financial Planning

Lucent Financial Planning

(30)
  • Team
  • Mind
  • Retirement
“Steve & his team have been so helpful and helped me plan a future and get clarity on what changes or investments I can make now in order to plan retirement and future changes.”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
i
View Profile
Charles Lovell & Co.

Charles Lovell & Co.

(17)
Business Start Ups, Grants and Business Funding, Consultancy and Advice
“We have used the extensive services of Charles Lovell & Co since starting our first company in 1997. They have an extensive range of professional services that enable a full breadth of expertise. They are also proactive in their dealings with clients...”
Transparent Fees & Pricing
Free Initial Consultation
Serving Smethwick Area
i
View Profile
Clarkson Hall

Clarkson Hall

(29)
  • Mortgage
  • Team
  • Questions
“I recommend Nathan Thomas, mortgage advisor at Clarkson-Hall in Cannock. Nathan's expertise helped find the re-mortgage deal I needed. Nathan pro-actively kept the process moving along when action was required with the conveyancer & lenders. He is al...”
In Business Since 2004
63A Market Pl, Cannock WS11 1BP
i
View Profile
Henwood Court Financial Planning

Henwood Court Financial Planning

(30)
  • Team
  • Feel
  • Retirement
“My wife and I first signed up with Henwood Court in 2013 and it was one of the best financial decisions we ever made. Nick, Victoria and the whole team aren't just our financial advisers, they are part of our extended family who are as much interest...”
Transparent Fees & Pricing
Serving Smethwick Area
i
View Profile
SRC Accountancy Services

SRC Accountancy Services

(30)
Year End Accounts, Training, Management Accounts
“I have used Simon and his team at SRC Accountancy Services Limited since I opened my own business in 2013. The service I have received is fantastic. I sleep easy knowing my tax/HMRC is being handled by real experts.”
Transparent Fees & Pricing
Serving Smethwick Area
i
View Profile
Gardner Financial Management

Gardner Financial Management

(29)
Financial Planning, Retirement Planning, Inheritance Tax Planning
“Lee and the team at Gardner FM helped me navigate my way through the minefield of consolidating my pensions. From day one the service was excellent and the process was concluded with smooth and reliable efficiency. Highly recommend them.”
Free Initial Consultation
Serving Smethwick Area
i

Retirement Planning and Investment Management Services in Smethwick Cost Estimates

Minimum cost
£1208
Maximum cost
£10254
National Average
£3619
Avg Per Hour Rates
£364
£2413
£6635
Fair price range is based on 376 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3619
Minimum cost £1208
Maximum cost £10254
Avg Per Hour Rates £364

Fair range $2413 to $6635 is based on 376 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Smethwick

Popular in Smethwick

, ENG
Back To Top