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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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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

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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

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Paul McAllen & Co

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PD Private Client Limited

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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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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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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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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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Henwood Court Financial Planning

(50)

Individual
Decisions
Family

“Sensibly priced, high quality advice from a team who truly are interested to get the best for their clients. Positive Responsiveness, Quality, Professionalism, Value”

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Dom Whitehouse Financial Adviser

(50)

Solicitors
Responsive
Email

“Very approachable and so far Dom's advice as been spot on. He's been very responsive and available to answer questions. My pension and insurances have been organised with no hassle at all.”

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The Compliance Guys

(32)

Call Listening and Monitoring, Finance Brokers, Self Funding

“The Compliance Guys have been a pleasure to deal with helping me get authorised with the FCA. Explained everything very thoroughly and gave me great advice along the way. Would recommend them to anyone! Thank You Jon and the team!”

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HLC Mortgages

(50)

Understanding
Company
Call

“Definitely recommend using HLC for your mortgage as it eases up the process so much, especially not having a clue being first time buyers☺️ Pippa and Katie were amazing!!”

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Masterplan Wealth

(34)

Who we Help, Knowledge & Resources, Why Work With us

“Highly recommend Mark from Masterplan as a mortgage adviser and other financial services he offers. He was lovely to work with, patient and very approachable. Mark was always quick to respond and on top of everything. Mark is perfect to get the job d...”

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Wesleyan

(39)

“Used Wesleyan twice now to remortgage and both times they were really helpful in tricky situations (first the pandemic, then avoiding rate rises!). They're prompt, helpful, and really take the stress out of the situation. Rob Surtees and Sade Ayodeji...”

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Howard Wright

(43)

Trust
Relationship
Review

“We have dealt with Howard Wright for nearly 20 years and have always found them helpful and professional . Our investments have always seen adequate returns overall,although not every year, obviously due to the vagaries of the stock market. We would ...”

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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

DTB Investments

The Whitehall Partnership

KRD Equity Release

Hayburn Rock Financial Planning

High House Wealth Management

Paul McAllen & Co

PD Private Client Limited

Jordan Financial Management

Central Financial Services

Wiser Mortgage Advice - Redditch

Confidence Wills

Opal Wealth Management

Choice Finance

Henwood Court Financial Planning

Dom Whitehouse Financial Adviser

The Compliance Guys

HLC Mortgages

Masterplan Wealth

Wesleyan

Howard Wright

Retirement Planning and Investment Management Services in Stourbridge Cost Estimates

Why these companies made our list

Wealth Management Advisors near Stourbridge

Popular in Stourbridge