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Wilkins Financial Services Tamworth

(8)

Mortgage

“Highly recommend Wilkins Financial Services, we were offered a free consultation when booking a viewing for the property of interest. So glad we did as Martyn was friendly, professional and very informative. He advised us that we could get a higher m...”

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Medics Wealth Management

(4)

Investment & Wealth Management, Pensions & Retirement, Service Proposition & Charges

“This company was immensely professional and discreet. They were super helpful with all the advice we needed both financially and practically. They guided us through the complicated system of claiming from a lifelong pension and also buying a house. ...”

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Gilbert Wealth Limited

(1)

Investments, Wealth Management Process, Pensions

“From the moment my partner and I stepped foot into Gilbert Wealth Ltd we felt extremely comfortable and was made to feel at ease (not knowing what to expect!). We was introduced to Dominic Hill (our soon to be Independent Financial Adviser). He exp...”

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Oak Four Limited

(12)

Pensions
Investments
Team

“A very big thank you to Kevin, Andy & all the team at Oak Four Ltd, for all their help and support in advising Julie & I in all our financial affairs since 2018. Following unplanned early retirement due to ill health & having researched "Independent ...”

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Obsidian

Retirement Planning, Investment, Mortgages

“In summary, we genuinely care about our clients, we take a pride in what we do, and we ensure we deliver our promises together with a strong emphasis on customer service. It's these simple but all-important qualities, together with our knowledge and ...”

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The Premier Partnership Limited

“Our team is comprised of people with a wide range of experience, but what we all have in common is a commitment to ethics and integrity. We are qualified and have the required credentials, licences and authorities to operate in financial services. Yo...”

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Chamberlain Wealth Management

“Chamberlain Wealth Management is an independent fee-based Wealth Management practice. We believe that our clients should be ultimately in control of their finances, which is why we operate on an advisory rather than discretionary management basis.”

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Jordan Financial Management

(50)

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

“I have been a client of Jordan Financial Financial Management for more than 2 decades. Throughout my relationship with Jordan's, Neil Currier has acted as my personal adviser. Neil was also my late mother's financial adviser and was instrumental in ...”

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Integrity Accountancy Services Limited

(48)

Self-Assessment Tax Return, Accounting Systems, Management Accounts

“I met with Shohaib from Integrity Accounting today and he was absolutely brilliant; possibly the most helpful person I've met since I set out to start my own business. He patiently listened to my questions and explained everything I needed to know...”

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Lucent Financial Planning

(50)

Understand
Life
Mind

“We have used Lucent Financial Planning since 2009. They have have helped us enormously in consolidating pensions, managing investments and showing us that we could retire early and have enough money to live the life we want to with out feeling like w...”

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Central Financial Services

(50)

Professional
New Build
First Time Buyer

“Absolute pleasure to do business with from start to finish. Lucie was absolutely outstanding with getting us our first mortgage on a new build property, it was a very complex application as I am a sole trader along with help to buy. Lucie maintained...”

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Choice Finance

(47)

Team
The Future
Questions

“I just wanted to say a massive thank you for all of their help and guidance over the last 4 months, Rob,Kim and Kiran were a massive help and a massive credit to the choice finance team! your service has been second to none and we honestly wouldn't o...”

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Henwood Court Financial Planning

(50)

Confidence
Support
Future

“My wife and I have been clients of Henwood Court from its' inception. They have provided a very professional and caring service to us both and some of our family members. We have absolute confidence in the service they provide. Positive Responsivenes...”

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Masterplan Wealth

(34)

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

“I had the pleasure of meeting Mark last week to discuss my requirements for a life insurance policy. He was very polite and very knowledgeable in understanding the requisites in respect of my policy requirements. He explained in easy terms my options...”

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Wesleyan

(39)

“I could not recommend Wesleyan and our advisor, Nick Zand, highly enough. Nick has been superb in securing a great remortgage deal for us despite our complex circumstances. He has in depth knowledge of the process from the lender's point of view and ...”

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Clarkson Hall

(37)

Team
Remortgaging
House

“Ian Hall from Clarkson Hall, Cannock has a very welcoming, friendly, professional and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. We would like to express our thanks for the work Ian ha...”

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Stalworth Wealth

(32)

Investments, Retirement, Insurance

“I cannot recommend Stalworth Wealth enough for their financial advice. My partner and I used Pete for our mortgage on our first home. We were initially quite daunted as we had not been through this process before. Pete was reassuring and took our ind...”

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Integritas Financial Planners

(31)

Investment Advice, Pension Advice, Protection

“I contacted Bobby when reviewing my Mortgage and protection policies last year. I have often buried my head in the sand, when it comes to such tasks and taken the easy options probably due to my lack of understanding. That said, I was made to feel ...”

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Chase de Vere

(26)

Advice For Your Business, Advice For Dental Professionals, Advice For You

“David Bridgewater has been the independent financial adviser for my wife and me since 1987 and it is always a pleasure to meet up. His knowledge of the financial services industry is second to none, and he has always given us sound and impartial advi...”

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Outwoods Financial Planning

(36)

Financial Advice
Jargon
Understand

“Jon Carvell was introduced to us probably 2 yrs ago. At last a financial advisor who knows every answer to every question !! Nothin is too much for Jon he's easy to talk too he's a walking knowledge book ! There is literally nothin he doesn't find...”

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Central Business Finance

(30)

Grant
Products
Commercial Property

“Both myself and my partner wanted to buy our business outright from our fellow Directors however we had next to know experience in borrowing funds and the processes needed to do so. Steve at Central Business Finance helped us from start to finish ...”

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True Potential Wealth Management - Mark and Clare Farrell

(20)

Team
Mortgage
Understand

“Clare at Northfield Wealth has provided financial advice on my private pensions. It allowed me to retire at 50 with an annual income to do the things we would want to do in retirement. We now have investments and a financial plan in place to see us t...”

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OSL Financial Services

(25)

Wills, Join the Team, Short Term Business Loans

“Tim has been amazing in helping us get our first mortgage. It's been a long journey of saving and getting our credit history better, we still had some bad sections to our history but Tim still managed to get us a pretty decent mortgage. He has been c...”

Featured

➡️ Are you a contractor? ➡️ Are you thinking of obtaining a mortgage or looking to remortgage? ➡️ If so, do you know how to access your affordability? 😃😃 We have access to lenders who will access affordability like this: 👉🏻 🔵 Use your DAY RATE for affordability? 🔵 Income assessed on an EMPLOYED basis 🔵 Income x 46 weeks for affordability 🔵 Lending up to 90% LTV (10% Deposit) 🔵 A break of 6 weeks between contracts 🔵 First time contractors with 24 months experience in the same line of work considered 🔵 As little as 2 months remaining on your contract OR a renewal agreed If you need anymore details regarding a mortgage for a contractor, please do not hesitate to reach out. Thank you Hayley Gittins for the update. 🚧 Simon Gara 🚧 are your clients aware of this? The picture? This is Moira Furnace, 5 mins walk down the road! #contractor #mortgageforcontractors #mortgageadvice #mortgagebroker OSL Financial Services Limited is authorised and regulated by the Financial Conduct Authority, FRN 948512 YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE...

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West Midlands Mortgage Centre

(28)

Business Protection, Mortgages, General Insurance

“We used Sam at the West Midlands Mortgage Centre again for our latest Mortgage application and honestly wouldn't use anybody else. Her knowledge of the market is second to none and always gives the best impartial advice. Sam is very meticulous in all...”

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Average Cost	£3672
Minimum cost	£1225
Maximum cost	£10403
Avg Per Hour Rates	£369

Best Financial Advisors in Tamworth

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Tamworth area.

Wilkins Financial Services Tamworth

Medics Wealth Management

Gilbert Wealth Limited

Oak Four Limited

Obsidian

The Premier Partnership Limited

Chamberlain Wealth Management

Jordan Financial Management

Integrity Accountancy Services Limited

Lucent Financial Planning

Central Financial Services

Choice Finance

Henwood Court Financial Planning

Masterplan Wealth

Wesleyan

Clarkson Hall

Stalworth Wealth

Integritas Financial Planners

Chase de Vere

Outwoods Financial Planning

Central Business Finance

True Potential Wealth Management - Mark and Clare Farrell

OSL Financial Services

West Midlands Mortgage Centre

Retirement Planning and Investment Management Services in Tamworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Tamworth

Popular in Tamworth