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Prime Wealth
“I can highly recommend their services.”
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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Acclaimed Mortgage Consultancy
Life Insurance, Buildings and Contents Insurance, Critical Illness Insurance
“From day one we felt we were in very safe hands, Sandy came to see us and she was lovely, so relaxed, no pressure, ( in fact my wife offered to do her nails. Lol.. )... they all kept us informed what was happening, smooth, easy process, THANK YOU ALL...”
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MWS Financial Advisers Limited
Retirement Planning, Equity Release, Business Protection
“John Watts at MWS has managed my pension portfolio for many years. The advice is always clear and measured and the commutation knowledgable and speedy. I wholeheartedly recommend John to anyone considering taking responsibility of their investments.”
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Lucent Financial Planning
- Future
- Questions
- Retirement
“Excellent service and advise. We have mostly dealt with Steven and Kelly, both provide friendly, easy to understand advise, we are looking forward to a long and prosperous retirement.”
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Ernest Grant
“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 ...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98 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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Reynolds and Co
Tax Investigations, Consultancy, Accounting
“Nigel and his team are excellent. Reynolds and Co have been my accountants for nearly 20 years and have saved me thousands of pounds in that time. Customer service is second to none as well as competence and professionalism. I wouldn't dream of goin...”
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IFA Admin Solutions
“Nicola has worked in the Financial Services sector for over 15years. During her time, she hasbeen lucky enough to see the sector from all angles, from being an administrator for IFA firms generating quotes, new business submissions, chasing product p...”
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Moneywatch Finance
“Matt used his contacts to great effect, getting the right mortgage for me, even though my circumstances are a little unusual. Very impressed.”
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Capital Wealth Partners
- Investment
- Informative
- Future
“Very informative, quick and reliable. It has been so nice to work with Alex and his team and it is very comforting knowing that my financial future is in safe hands.”
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Beyond Financial Limited
“Mr D'Agostino is mistaken. He has reviewed the wrong company and maybe he could remove his review. He refers to a dot com company .However Beyond Financial Ltd is registered in UK and has a dot co.uk website. Beyond Financial Ltd does not deal with...”
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Hbfs Equity Release
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Senate Financial Planning
“the staff at Senate is very professional and helpful you feel well looked after and every aspect of the process is well followed and smoothly run. Staff is also very prompt and available in dealing with any issue”
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Debrett's Private Finance
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Hearnden & Weston Wealth Management
“Rick and the team were amazing and made the process of buying our first home an easy and pleasant experience. Cannot recommended enough!”
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Avonhurst Investment Brokers
“I've been with Avonhurst for several years now and they have been so supportive through some difficult times. Their advice has been second to none. They really have looked after my interests and have kept me informed of any important information co...”
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Ashley Independent Financial Advisers
“Richard is extremely professional and trust worthy. He has been managing my portfolio for many years and have no reservations in recommending Ashley IFA.”
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A S J Financial Services
“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.”
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Premier Independent Investments UK
“I cannot express how grateful I am to Garry for all his help and assistance during the mortgage process. He has gone above and beyond. His knowledge of the mortgage market is unrivalled and I recommend him to anyone looking to obtain a mortgage”
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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.”
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Delta Planning
“Our clients include: Prologis, AC Lloyd, Trebor Developments, Hartford Homes, Hortons' Estate, Birmingham City University, The University of Wolverhampton, SEGRO, Deeley Group, Simons Developments, Tritax, Dudley College, The University of Buckingham...”
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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...”
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Capitax Financial Services
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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...”
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Karl Badrick
“I have been Karl's client for the last 16 years and through his expert advice I have now in place a sound financial portfolio and retirement plan and can look forward to a financially secure retirement which gives me peace of mind. Karl is also pro-a...”
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
Why these companies made our list
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