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Best Financial Advisors in Stourbridge

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

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SRC Accountancy Services

SRC Accountancy Services

(30)
VAT Returns, R&D Tax Credits, Bookkeeping
“Simon and his team at SRC provide a personal, comprehensive and professional service. They are always on hand anytime of the day for help and advice whether you have regular contact with them or or. I could not recommend them highly enough.”
Transparent Fees & Pricing
3 The Mill Stuart Works, Wordsley, Stourbridge DY8 4FA
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Meriden Financial Planning Limited

Meriden Financial Planning Limited

(12)
  • Emails
“The service from Meriden Financial Planning was excellent, faultless from start to finish. They made the whole process simple and easy to understand Adam”
Alpha House, 42 New Rd, Stourbridge DY8 1PA
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DTB Investments

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...”
First Floor, Warwick House, 159 Lower High St, Stourbridge DY8 1TS
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The Whitehall Partnership

The Whitehall Partnership

(1)
“Dont know why this has come up”
10 Hagley Rd, Stourbridge DY8 1PS
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High House Wealth Management

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...”
188 Stourbridge Rd, Fairfield, Bromsgrove B61 9NQ
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Nicklin Accountants

Nicklin Accountants

(2)
“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”
Nicklin Llp Church Court, Stourbridge Rd, Halesowen B63 3TT
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KRD Equity Release

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...”
Free Initial Consultation
74A Worcester Rd, Hagley, Stourbridge DY9 0NJ
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Hayburn Rock Financial Planning

Hayburn Rock Financial Planning

(2)
“Fabulous advice, excellent communication Can't recommend them highly enough”
St. James Court, Bridgnorth Rd, Wollaston, Stourbridge DY8 3QG
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Adrian Dart Equity Release Stourbridge

Adrian Dart Equity Release Stourbridge

“No, you won't. We understand that this is one of the most common concerns when it comes to releasing equity, but in the modern market this couldn't be further from the truth. For your peace of mind, Adrian Dart Equity Release will only recommend equi...”
Free Initial Consultation
In Business Since 2022
11 Whitney Ave, Wollaston, Stourbridge DY8 4QB
Featured

With a Lifetime Mortgage there is no repayments to make, either monthly or annually. The interest due on the loan rolls up in to the loan on a monthly basis and only becomes repayable when you die, go into long term care or move out of the property on a permanent basis. As there are no monthly repayments to make there are no affordability checks to be made and no need to prove your income or have sufficient income to meet any repayments. There are no credit checks to be made and if you have a poor credit history this will not automatically stop from you from being eligible for a Lifetime Mortgage. If you have been declared bankrupt you will need to have been discharges from the bankruptcy to be eligible. *You must be Aged 55+ with property worth over 75k. To get a Free Personal Illustration, Call Adrian Dart Equity Release Call or visit:...

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Paul McAllen & Co

Paul McAllen & Co

First Floor Cranham House, 136 High St, Amblecote, Stourbridge DY8 4BU
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PD Private Client Limited

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...”
The Auction House, 87/88 St John's Rd, Stourbridge DY8 1EH
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Sandwell Accountancy Services

Sandwell Accountancy Services

(18)
Payroll, Company Secretarial Duties, Annual Tax Returns & Taxation
“Have been with the team at SAS since 2002 and they have always been there when I've needed figures or advice. A great business that goes the extra mile”
Family Business
Serving Stourbridge Area
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AJ Wealth Management

AJ Wealth Management

(7)
Inheritance Tax Planning, Trusts, Work-Based Pensions
“I've been a client of AJ Wealth Management for many years. They have always provided expert advice and helped me invest wisely. Their service is second to none and I couldn't fault them in any way. - Richard Ratcliffe”
9 High St, Tettenhall, Wolverhampton WV6 8QS
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Azi Accountancy Services

Azi Accountancy Services

(1)
Payroll Services, R&D Tax Services, Making Tax Digital
“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...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Stourbridge Area
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Pfep Wealth Management

Pfep Wealth Management

(2)
Retirement Options, Estate Planning, Mortgage Advice
“I've used Richard for over 15 years he's advised me on my retirement planning and selling my business. Very knowledgable and friendly.”
Manor House, Manor Ln, Halesowen B62 8PU
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Barnett Ravenscroft Wealth Management

Barnett Ravenscroft Wealth Management

(5)
“Oddly, the best financial management you have ever experienced is NOT the reason to pick these guys, though you will get that too. BRM helped me get my entire life plan in order, now I stand a chance of living my maximum life. Thanks Richard and team...”
13 Portland Rd, Birmingham B16 9HN
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Prosperity Wealth – Independent Financial Advisors

Prosperity Wealth – Independent Financial Advisors

(7)
“I came to Prosperity Wealth as I changed employer and wanted to review the protection I had in place. I was looked after by Daniel Lowe who got everything sorted for me in a swift professional manner. I will be recommending Prosperity to all of my fr...”
Transparent Fees & Pricing
In Business Since 2008
Serving Stourbridge Area
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John Cannaby Associates

John Cannaby Associates

(2)
Equity Release, Protection, Mortgages
“Excellent personal service. Informative and insightful.”
Serving Stourbridge Area
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Kind Wealth

Kind Wealth

(1)
Protection, Tax Optimisation, Retirement Planning
“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 Stourbridge Area
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Lyness Accountancy Practice Limited

Lyness Accountancy Practice Limited

(2)
And no Arguments or Fee Disputes., No Quibbles;, No Exceptions;
“Fantastic accountants very professional, service is first class. Nothing is to much trouble for them, efficient and helpful staff. Would definitely recommend there services.”
Transparent Fees & Pricing
Serving Stourbridge Area
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Opal Wealth Management

Opal Wealth Management

(30)
Introduction to Financial Planning
“Excellent service, with the personal as well as professional touch. Mark took his time to fully explain the procedure for amalgamating our pension plans, in a plain English language. No big confusing terminology, ensuring that we fully understood wha...”
38 Waterloo Rd, Wolverhampton WV1 4BL
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MFS Redditch

MFS Redditch

(28)
Wills, Trusts & Probate, Conveyancing
“Called MFS yesterday needing some fairly simple, but urgent help from a financial advisor. Spoke to Dean and he was most accommodating, fitted me in that day and was most thorough in his help. Dean was very friendly and reassuring. Great service. Hig...”
12 Church Green E, Redditch B98 8BP
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SJ Financial Solutions

SJ Financial Solutions

(30)
  • Efficient
  • House
  • Insurance
“Absolutely perfect service from Stuart and his team, they went above and beyond making the whole processes significantly less stress free for us as first time buyers. Would like to mention Charlie for the brilliant service and constant communication....”
185-187 High St, Harborne, Birmingham B17 9QG
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Choice Finance Cannock

Choice Finance Cannock

(30)
  • Information
  • Team
  • House
“As a first time buyer I was very nervous about the whole idea but between Shiv and Molly they put me at ease throughout the process. I will definitely be using them for our remortgage. Knowledgeable, friendly and efficient what more can you ask for.”
In Business Since 2015
Lakeside, 7 Morston Court Blakeney Way Kingswood, Cannock WS11 8JB
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Retirement Planning and Investment Management Services in Stourbridge Cost Estimates

Minimum cost
£1219
Maximum cost
£10354
National Average
£3655
Avg Per Hour Rates
£367
£2437
£6700
Average price range is based on 477 cost profiles
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Average Cost £3655
Minimum cost £1219
Maximum cost £10354
Avg Per Hour Rates £367

Average range $2437 to $6700 is based on 477 cost profiles.

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Wealth Management Advisors near Stourbridge

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