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JWC Financial Solutions

(50)

Taxation, Wealth Management, Business Protection

“Have used JWC for a number of years and have had such a great experience and customer service with them. I would recommend very highly! Positive Professionalism”

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SRC Accountancy Services

(50)

Level of Service
Financial
Efficient

“Used SRC for my tax rebate and it was quickly processed and easy to change from old accountant no hassle emailed everything over and sorted efficiently 5⭐️ Positive Responsiveness, Quality, Professionalism, Value”

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Meriden Financial Planning Limited

(43)

First Time Buyer
Call
Pensions

“I am pleased to say that I have had the benefit of Richard's advice for just over 7 years & he has always made himself immediately available to offer his services in an extremely professional, helpful & friendly manner And I am happy to report that ...”

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Hagley Financial Planning

(15)

Life & Health Insurance, Investments, Estate Planning

“I have used Hagley Financial Planning for the past 10 years. Both Harnack and Vurun are professional, approachable and proactive. I would highly recommend their services.”

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Nicklin Accountants

(2)

For Your Family and Your Future, For Specialist Sectors, Nicklin Fee Protection

“We have been in business for 27 years and I wish we had known of Nicklins earlier. Great attention to detail and there whenever you need them. Thank you”

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Nfp, an Aon Company

(2)

Packaged HR Solution, Overview

“We have used Direct Safety Solutions for 4 years now. The team give us excellent customer service and offer simple, easy advise. They have helped us turn the H&S around in our factory, keeping us focused on the most important things, we are now even...”

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DTB Investments

(6)

“I have dealt with DTB for three years and known Derek Baillie and his team (who back him up so well) for a lot longer. I would recommend them to anyone. They are all so professional. Derek is like a sponge that absorbs vast amounts of knowledge. I ra...”

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The Whitehall Partnership

(1)

“Dont know why this has come up”

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KRD Equity Release

“Well, firstlybecause when you are considering EquityRelease as an option, there are many things that you will need toto consider. This will includelooking at all of the other options that might be open to you,everythingfrom using any other investment...”

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Hayburn Rock Financial Planning

(3)

“Fabulous advice, excellent communication Can't recommend them highly enough”

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High House Wealth Management

“Simon has advised my wife and myself for some five years. He has been careful to assess our needs and to invest in what is appropriate for us. We have been very pleased with the results. His service is accessible, friendly and greatly helped by the a...”

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Paul McAllen & Co

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PD Private Client Limited

“Before I've never had a need to be advised about my personal/business finances and plans for the future, so I was in the dark. My first meeting with Josh Woods educated me hugely on my pensions/investments. Josh explained in great detail about simply...”

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Lakeside Financial Services

(13)

Wealth Management, Mortgages, Pensions

“Hayley helped us arranged our mortgage making everything so easy. Such a professional but personal company that really have your best interests at heart.”

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HRS Asset Management Limited

(1)

Pension Planning, Estate Planning, Savings and Investments

“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)

Savings & Investments Advice, Pensions Advice, Financial Planning

“Excellent people to do business with. Deven, Vim and the team are professional, responsible, diligent and unpompous. Having worked with four IFA/wealth managers over the last 20 years, DY Wealth are simply the best.”

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Galileo Wealth

(4)

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

“Great support from Chris in the last 5 years. Very personable and professional advice that has sorted out my previous pension issues and got my investments back on track. Also shoutout to Maxi his very supportive assistant. Would strongly recommend...”

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Jordan Financial Management

(50)

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

“Jordans have managed our savings and income for the last 13years improveing the value of our assets through some difficult times.Prior to being recommended to Jordans we found there was no such thing as an independent advisor,but the advice Jordans h...”

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Integrity Accountancy Services Limited

(48)

Tax Investigation Service, Wealth Management, Workplace Pensions

“Now I know I found an accountant right for me! Shohaib is exceptionally helpful in explaining complicated accounting matters and provides practical advice on the given situation which goes beyond accounting. Considering his apparent willingness to he...”

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Wiser Mortgage Advice - Redditch

(50)

Stress
First Time Buyers
Life Insurance

“After being seriously let down by another mortgage broker, Dean stepped in and secured a mortgage. He was extremely thorough and talked through options available etc. His attention to detail was second to none and he ensured he got the best deal avai...”

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Central Financial Services

(50)

Illness
Advice
Communication

“Professional and efficient service from Peter and the team at CFS. We had a short time window to obtain our mortgage and complete our purchase and the efforts that the team went to was appreciated. Great mortgage rates too (not always readily avail...”

Featured

When it comes to Equity Release there are a couple of requirements in place Releasing equity allows you to access the money equity you have invested into your home. The rules depend on your lender however the qualification normally looks like this: Your home must be worth £70,000 or more Your home must be in fair condition The home you wish to release equity from must be your primary residence, lived in for more than half the year You must own the home You're over the age of 55 For more information or advice on Equity Release, our team are well versed and experienced to help you...

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Confidence Wills

(49)

Lasting Powers of Attorney
Decisions
Powers of Attorney

“Phil Kelly was very professional. I would recommend him to family and friends without hesitation. He helped my mother throughout the process of preparing a new Will and Power of Attorney, which can often be a difficult and involved process, so it was...”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“Gary and the team at Opal have been a fantastic resource. Making my journey from employment to retirement a far less stressful undertaking! The recommendations, which I have followed in full, have so far proved to have exceeded my expectations. I c...”

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Choice Finance

(47)

Happy
Phone
Information

“couldn't recommend choice finance more. Previously dealt with Ryan who recently left, so when it came to remortgaging it was seamless in transitioning us to work with Rob and Kim, both of whom were incredible at what they do - so efficient, really go...”

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Average Cost	£3655
Minimum cost	£1219
Maximum cost	£10354
Avg Per Hour Rates	£367

Best Financial Advisors in Stourbridge

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Stourbridge area.

JWC Financial Solutions

SRC Accountancy Services

Meriden Financial Planning Limited

Hagley Financial Planning

Nicklin Accountants

Nfp, an Aon Company

DTB Investments

The Whitehall Partnership

KRD Equity Release

Hayburn Rock Financial Planning

High House Wealth Management

Paul McAllen & Co

PD Private Client Limited

Lakeside Financial Services

HRS Asset Management Limited

Deven Yagnic Wealth Management

Galileo Wealth

Jordan Financial Management

Integrity Accountancy Services Limited

Wiser Mortgage Advice - Redditch

Central Financial Services

Confidence Wills

Opal Wealth Management

Choice Finance

Retirement Planning and Investment Management Services in Stourbridge Cost Estimates

Why these companies made our list

Wealth Management Advisors near Stourbridge

Popular in Stourbridge