Sutton Coldfield

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Best Financial Advisors in Sutton Coldfield

Handpicked from 63 vetted & reviewed Financial Planning & Wealth Management firms in the Sutton Coldfield area, explore the top 5 leading options among the selected group of 24 finalists.

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Masterplan Wealth

Masterplan Wealth

(25)
Knowledge & Resources, Who we Help, Why Work With us
“Second time ive used this company and still over the moon, these guys (Mark Griffiths) are a very interactive & engaging team who genuinely care & fully support, 110% recommend them & hope ALL my friends use them. Simply brilliant! Thank you Mark,...”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Jordan Financial Management

Jordan Financial Management

(41)
Specialist Advice, Wills, Estates & Inheritance Tax, Financial Planning
“Neil Courier is our financial advisor. He and his team are kind, patient and give very sound advice, tailoring our investments to suit each one of us. He also has the ability to explain quite complicated information very clearly which is really helpf...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2004
The Guildhall, 32 Lichfield Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2NJ
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Central Financial Services

Central Financial Services

(50)
  • Advice
  • Team
  • First Time Buyer
“We have used CFS for the purchase of our first home. Lucie has been very helpful throughout the process, always responding promply to our emails, explaining our options and giving us great advice. Highly recommended!”
In Business Since 2008
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Henwood Court Financial Planning

Henwood Court Financial Planning

(50)
  • Individual
  • Confidence
  • Manage
“I wish I had contacted them earlier in my working life - I was too busy earning for my employers to think about optimising my own overall circumstances for the future. Their refreshing perspective on life in the round was innovative, enlightening and...”
Transparent Fees & Pricing
20 Country Park View, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B76 1TE
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Plus One Chartered Accountants and Tax Services

Plus One Chartered Accountants and Tax Services

(33)
  • Needs
  • Company
  • Team
“Plus One Team offer excellent accounting services ,They've always been very helpful and have clarified my queries promptly . Very talented & offer comprehensive information . Thank you for all your help & well done 👍 …”
44 Birmingham Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1QQ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.1 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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J&P Financial Services

J&P Financial Services

(19)
  • Solicitor
  • Mortgage
  • Pension
“I needed some advice about moving my pensions and after reading about scams and things finally found Sonia through the pensions advisory service. She went through all the options available and after what seemed like an age (pension companies fault no...”
25 Western Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 5SP
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Advice Wise

Advice Wise

(9)
Mortgages, < Back to Main Menu, Tax Planning
“Adam was unbelievably helpful and guided us along as we purchased our first home. Two houses fell through which meant we needed our mortgage updating each time, he stayed late for us and found us a great deal (every time we went back the deal got ...”
Transparent Fees & Pricing
In Business Since 2019
62 Anchorage Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2PG
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West Midlands Mortgage Centre

West Midlands Mortgage Centre

(22)
Protection, Business Protection, Mortgages
“Rami Hewage was so very helpful to us in finding the best deal. He was always on the other end of the phone with advice on anything we felt uncertain of. I would always recommend him to friends who might be in a need of a brilliant mortgage adviser.”
In Business Since 2022
Gainsborough House, 14 Burnett Rd, Streetly, Sutton Coldfield B74 3EJ
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Intuitive FS

Intuitive FS

(11)
Protection, Pensions, Investments
“Mark Popple has managed my financial investments for about 20 years, and I trust him implicitly. Mark has always acted with complete professionalism and his advice has been invaluable to me”
In Business Since 2010
1A Belwell Ln, Mere Green, Birmingham, Sutton Coldfield B74 4AA
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G & B Associates

G & B Associates

(8)
  • Mortgage
  • Team
“If you need any advice on Monetary matters and you need a company you can trust,don't look any further than G & B Associates, friendly, sound advice and have your best interests at heart Neale thankyou for you time and expertise and to the rest of th...”
Family Business
The Gate House, 27 Gate Ln, Boldmere, Birmingham, Sutton Coldfield B73 5TR
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Opus Independent Financial Planning

Opus Independent Financial Planning

(4)
“Cannot recommend Opus Independent Financial Planning enough. Professional, helpful and kept us up date throughout the mortgage application process. Nothing was too much trouble and Lee went above and beyond to get us the best mortgage deal. An all ro...”
Transparent Fees & Pricing
In Business Since 2017
1 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Robb & Co

Robb & Co

(1)
HM Revenue & Customs Investigations, Tax Planning, Accountancy Solutions
“Top accountant services, very nice people too”
In Business Since 2002
Gainsborough House, 14 Burnett Rd, Sutton Coldfield B74 3EJ
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Sirius Financial Planning

Sirius Financial Planning

(2)
“Amazing service David helped me so much with financial advice x”
42 All Saints Dr, Four Oaks, Birmingham, Sutton Coldfield B74 4AG
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Dan Cottam - Financial Advisor

Dan Cottam - Financial Advisor

“Protection planning is all about preparing for the unexpected. A thorough protection review can give you peace of mind that following an injury, illness, or worse you can still provide for yourself, your family, and your business.Many families and de...”
In Business Since 2019
6 Harcourt Dr, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 4LJ
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GMK Wealth

GMK Wealth

(1)
Protection, Investments, Pensions
“Really experienced team who assisted with mortgage & protection. Felt supported the whole way through the process & wouldn't hesitate to recommend them.”
Transparent Fees & Pricing
In Business Since 2020
Office 7, astor house, 282 Lichfield Rd, Mere Green, Birmingham, Sutton Coldfield B74 2UG
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Gemini Wealth Management

Gemini Wealth Management

(2)
“Pleasure to deal with”
Remote Consultations Available
In Business Since 2006
71 Park Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6BT
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Truly Independent

Truly Independent

Life Stages, Investments, Care Fees Planning
“I am an Independent Financial Adviser in Sutton Coldfield, West Midlands. I provide personalised independent financial advice to help you achieve your financial goals and have over 25 years of experience in financial services.”
Transparent Fees & Pricing
181 Westwood Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6UQ
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Oaklands Wealth Management

Oaklands Wealth Management

““Helen is outstanding in her knowledge of the pension 'minefield' and immediately gave us a feeling of ease when discussing, what is after all, the rest of our financial lives. From the very first e-mail to the 'sit down' you have with her, everythin...”
Transparent Fees & Pricing
ISO, ISO, ISO, ISO, ISO, ISO Certified
In Business Since 2007
12A Duke St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1RJ
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Warwick Wealth Management

Warwick Wealth Management

Business Protection, Taxation, Health Insurance
“Over a period of more than 10 years Ross has helped me build a balanced, tax-efficient, savings portfolio which has achieved my savings goals. More recently, his consideration of pension provision directed me to further specialist advice (provided by...”
RYKNILD HOUSE, Burnett Rd, Streetly, Birmingham, Sutton Coldfield B74 3EL
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Tilney

Tilney

Fraud and Financial Crime, Monitoring Trustee Services, Valuations in Commercial Disputes
“Looking for someone to manage your wealth, help you grow and run your business or support your own clients? As one of the UK's top tier wealth management and accountancy firms, we're uniquely placed to give you the help and advice you need, all under...”
Family Business
Transparent Fees & Pricing
In Business Since 1997
Index House, 35 Little Aston Hall, Little Aston, Sutton Coldfield B74 3BH
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B B T

B B T

62 Victoria Rd, The Parade, Birmingham, Sutton Coldfield B72 1SY
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Deven Yagnic Wealth Management

Deven Yagnic Wealth Management

“Deven Yagnic Limited is a company registered in England and Wales under reference 08248482 - Registered and trading office address: Ryknild House, Burnett Road, Streetly, West Midlands, B74 3EL.”
RYKNILD HOUSE, Burnett Rd, Sutton Coldfield B74 3EL
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Robson Lister Wealth Management

Robson Lister Wealth Management

“We always do what is best for our clients and by agreeing in advance what we will do for them and what it will cost, they can be assured of our impartiality and commitment to delivering the best advice and service.”
In Business Since 2001
16 Mill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1TJ
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Sutton Oaks Wealth Management

Sutton Oaks Wealth Management

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”
Mere Green House, 46-48 Mere Green Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B75 5BT
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Retirement Planning and Investment Management Services in Sutton Coldfield Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 315 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 315 cost profiles.

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