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Best Financial Advisors in Solihull

Handpicked from 48 vetted & reviewed Financial Planning & Wealth Management firms in the Solihull area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Lakeside Financial Services

Lakeside Financial Services

(13)
Equity Release, Protection, Mortgages
“Andrew was super helpful. Our mortgage was complex and required lots of additional work. He was patient, efficient, always available and very nice to work with. I would highly recommend him.”
B90, 79 Main St, Dickens Heath, Shirley, Solihull B90 1UB
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Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(50)
Life Insurance, Buildings and Contents Insurance, Critical Illness Insurance
“The most helpful service. I can't recommend them enough. We were first time buyers and they helped us every step of the way! Using Acclaimed Mortgage Consultancy will make the process a million times easier for you.”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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Lucent Financial Planning

Lucent Financial Planning

(50)
  • Mind
  • Well-Being
  • Understand
“Very professional and friendly. my advisor Luke James comes to my home which is very helpful and gives me very good advice and support with my finances and needs.”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
Featured

Life experiences OR tangible goods?nnWe're very split across the Lucent office on how we like to spend our money and our time. Whether it's going on that incredible, adventurous holiday or saving up and buy a car you've always dreamed of owning, for example.nnSo, we are interested to know how the Facebook community prefer to spend their money...nn1. I love experiences in life!n2. I prefer to use/see purchasesnnIf you are split-minded on this, tell us why!nn#Pollday #Money #Spending...

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MWS Financial Advisers Limited

MWS Financial Advisers Limited

(50)
  • Advice
  • Solicitors
  • Remortgage
“I've been a customer of MWS for a number of years now and would highly recommend them. Excellent customer service, expert advice and I always feel that they are doing their very best to assist me. Thanks again Ollie for your help with my recent remor...”
MWS Financial Advisers, 9 Station Rd, Knowle, Solihull B93 0HL
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Derek Mills Wealth Consultancy

Derek Mills Wealth Consultancy

(27)
  • Decisions
  • Ethical
  • Investment
“Derek has always been a calm, authoritative voice guiding us through the maelstrom of investment management and estate planning. His support team are friendly and efficient and overall we have been very happy with the service we have received from DM...”
Number 8, The Pavilions, Cranmore Dr, Shirley, Solihull B90 4SB
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Ernest Grant

Ernest Grant

(11)
“I've found Ernest grant to be most professional and trustworthy on the numerous times I have sort there advice . The guys who work here know the regulated financial services world in side out and I cannot recommend them enough . They are down to ...”
In Business Since 2009
Stowe House, 1688 High St, Knowle, Solihull B93 0LY
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Capelin Financial Management Limited

Capelin Financial Management Limited

(11)
  • Pensions
  • Strategic
  • Advice
“Derek Capelin and his team have been looking after my financial affairs for over 30 years, initially during my working life and subsequently during retirement. His friendly advice has always been guided by shrewd assessment of the latest vagaries of ...”
2 Thimble Lane, 1678 High St, Knowle, Solihull B93 0LY
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Capital Wealth Partners

Capital Wealth Partners

(15)
Investments, Pensions, Estate Planning
“Very helpful and speedy answer to my query about Lifetime Allowance for pensions. I feared I would be caught, but my mind has been put at rest! Thank you”
Birchy Cross Business Centre, 6, Tanworth in Arden, Solihull B94 5DN
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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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Senate Financial Planning

Senate Financial Planning

(11)
  • Pensions
  • Mortgage
“Highly recommend - Tom has helped us through our first mortgage process and made everything simple, easy & stress-free. Excellent service from start to finish and I will 100% be using Senate & Tom again in the future”
49 Station Rd, Knowle, Solihull B93 0HN
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Newbold Wealth Management

Newbold Wealth Management

“As a firm of inter-generational advisers, incorporating inter-generational planning is a valuable part of our strategy in helping our clients and their family. We aim to provide our clients with resolutions to enable you to feel in control of your fi...”
7 Wharf House Waterside, Dickens Heath, Solihull B90 1UE
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Karl Badrick

Karl Badrick

(9)
  • Financial Advice
“I've been with Karl Badrick for around 14yrs now and,have always had a very professional service from him and he's always been very approachable and contactable when needed. Would highly recommended his services to anyone who wants financial advice/a...”
unit 4, Rumbush Farm, 322A Rumbush Ln, Earlswood, Solihull B94 5LW
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Heritage I F A

Heritage I F A

“Here at Heritage we work with individuals and businesses across a wide range of financial services to strengthen their economic positions through intelligent investments, tax mitigation and long term strategic planning.”
In Business Since 2010
Brisker Court, 1685 High St, Knowle, Solihull B93 0LN
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Debrett's Private Finance

Debrett's Private Finance

Coupons & Offers
In Business Since 2022
The ARMCO Arena, Damson Pkwy, Solihull B92 9EJ
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Hbfs Equity Release

Hbfs Equity Release

“Equity Release Mortgages are a simple subject, made complicated by jargon. Our task is to ensure that all barriers to understanding the options available to you are completely removed. We search the all of the products on the market to select the rig...”
Free Initial Consultation
Regus Business Centre Boulevard, Central Blvd, Blythe Valley Park, Solihull B90 8AG
FAQs
What is equity release?
Equity Release allows you to unlock the equity in your home without having to sell up and move out so that you can have money to spend on whatever you want or need. An equity release plan is potential retirement planning option for homeowners
Is equity release right for me?
To allow us to answer that question accurately, we will need to talk to you and we can do this in your own home, with a family member in attendance if you wish to make you feel as comfortable as possible Whilst thousands of people do benefit from equity release there are several points to consider before entering into any plan and in some circumstances there are other options that could provide what you are looking for.
How safe is Equity Release?
Many people ask if equity release is safe and are worried that they will lose their home as a result of taking out an equity release plan. You WILL NOT lose your home as long as you take out an equity release plan endorsed by the equity release council (SHIP), or one that offers the same guarantee, as this means you will retain the right to remain in your property for life providing it remains your main residence. HBFS is regulated by the FSA and only recommends equity release products endorsed by the equity release council (SHIP) or those with the same set of guarantees.
Why take independent equity release advice?
There are several equity release plans to choose from and choosing the right one for your specific circumstances is vital because it could result in considerable long-term savings. The FSA states that should you opt not to take independent financial advice and go onto choose an unsuitable equity release scheme then you will have fewer grounds for complaint. HBFS is regulated by the FSA and provides independent financial advice especially on equity release.
Are there different types of regulated equity release?
Yes; there are three different types of regulated equity release, each of which will be fully explained to you during your initial consultation and we will show you clear examples of how each of them work. Lump sum lifetime mortgagesLifetime mortgage with flexible cash releaseHome reversion plans
We do have more answers on the FAQ page on our website.
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Hearnden & Weston Wealth Management

Hearnden & Weston Wealth Management

(3)
“Rick and the team were amazing and made the process of buying our first home an easy and pleasant experience. Cannot recommended enough!”
The Old School House, 2360 Stratford Rd, Hockley Heath, Solihull B94 6QT
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Money Doctor Financial Planning

Money Doctor Financial Planning

(1)
“We recently used Money Dr for help with our Mortgage and our advisor Gavin could not have been more supportive. As first time buyers the process can be confusing and sometimes overwhelming, but having someone like Gavin at Money Dr on your sides make...”
Rotton Row Barns, 1957 Warwick Rd, Knowle, Solihull B93 0DX
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Ashley Independent Financial Advisers

Ashley Independent Financial Advisers

(1)
“Richard is extremely professional and trust worthy. He has been managing my portfolio for many years and have no reservations in recommending Ashley IFA. Positive Professionalism”
Waterside Centre, Solihull Pkwy, Birmingham B37 7YN
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A S J Financial Services

A S J Financial Services

(1)
“Professional, reliable and very knowledgeable. As an owner of a number of SMEs I've been using ASJ for several years and have always felt assured that my business is in safe hands. Would not hesitate to reccomend them. Positive Professionalism”
24 Richmond Rd, Solihull B92 7RP
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Eastcote Wealth Management

Eastcote Wealth Management

“Eastcote Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register ( Eastcote Wealth Management has no control or responsibility for the pages you are about to access, o...”
30 New Rd, Solihull B91 3DP
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Internal Control

Internal Control

“Internal control is a process for assuring achievement of an organisation's objectives by providing reliable financial reporting, compliance with laws, regulations and policies and ensuring that controls are operating effectively and efficiently.”
11 Stratford Rd, Shirley, Solihull B90 3LU
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Alpha Partnership

Alpha Partnership

“Life assurance cover protects you against unforeseen life events, and allows you to secure your family's financial future in the event of your death. Includes Level Term and Decreasing Term Insurance, as well as Critical Illness and Income Protection...”
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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Delta Planning

Delta Planning

“Our clients include: Prologis, A.C. Lloyd, SEGRO, Hartford Homes, Deeley, Birmingham City University, Trebor Developments, The University of Wolverhampton, Simons Developments, Tritax, Goold Estates, Aston University, Dudley College, Maximus, Bloor H...”
1677 High St, Knowle, Solihull B93 0LL
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Central Financial Planning

Central Financial Planning

Transparent Fees & Pricing
1, Dairy Barns, Nuthurst Grange Ln, Hockley Heath, Solihull B94 5NL
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Retirement Planning and Investment Management Services in Solihull Cost Estimates

Minimum cost
£1247
Maximum cost
£10591
National Average
£3738
Avg Per Hour Rates
£376
£2493
£6854
Average price range is based on 548 cost profiles
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Average Cost £3738
Minimum cost £1247
Maximum cost £10591
Avg Per Hour Rates £376

Average range $2493 to $6854 is based on 548 cost profiles.

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Wealth Management Advisors near Solihull

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