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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

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Chamberlain Wealth Management

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The Premier Partnership Limited

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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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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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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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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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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 ...”

Featured

We are your premier mortgage advisor in Swadlincote! Integritas Financial Planners offers comprehensive services to elevate your financial well-being. Our financial planner and mortgage advisor team provides personalised mortgage advice in Swadlincote that residents can rely on to secure their dream homes. As dedicated advisors, we craft strategies that resonate with your aspirations, whether it is investment management, retirement planning, or wealth protection. Contact us today for independent, tailored advice! We are your premier mortgage advisor in Swadlincote! Integritas Financial Planners offers comprehensive services to elevate your financial well-being. Our financial planner and mortgage advisor team provides personalised mortgage advice in Swadlincote that residents can rely on to secure their dream homes. As dedicated advisors, we craft strategies that resonate with your aspirations, whether it is investment management, retirement planning, or wealth protection. Contact us today for independent, tailored advice!

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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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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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Burbage Finance

(18)

Pressure
Price
Service

“I'm so grateful that I came across Burbage Finance. They were actually recommended to me by a friend, were happy to offer a free consultation to go through my individual specific needs at length, and I feel like I am in very safe hands. I couldn't re...”

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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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Brian Mole Independent Financial Advisers

(22)

Financial Advisor
Choices
Meeting

“I had never used Brian Mole's services previously, although was aware that they have been in Burton for many many years. After a change in circumstances, I needed some future financial planning advice and a review of my pensions. I have been given e...”

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Richstone Park Financial Planning

(21)

Family
Team
Pension

“My wife and I have known Darren professionally since 2009 as a financial adviser, while he was working within a global banking institution. Our investments and my pension I feel are in trustworthy hands. In addition to our planned meetings, I am abl...”

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J&P Financial Services

(20)

Mortgage
Needs
Understand

“I am a first time buyer and Sonia was recommended to me by our family financial advisor as an expert in all things mortgages. From the very first time I spoke with Sonia and throughout the process, she was knowledgeable, proactive and really cared a...”

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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.

Medics Wealth Management

Gilbert Wealth Limited

Oak Four Limited

Obsidian

Chamberlain Wealth Management

The Premier Partnership Limited

Jordan Financial Management

Lucent Financial Planning

Central Financial Services

Choice Finance

Henwood Court Financial Planning

Masterplan Wealth

Clarkson Hall

Wesleyan

Stalworth Wealth

Integritas Financial Planners

Chase de Vere

Outwoods Financial Planning

True Potential Wealth Management - Mark and Clare Farrell

Burbage Finance

West Midlands Mortgage Centre

Brian Mole Independent Financial Advisers

Richstone Park Financial Planning

J&P Financial Services

Retirement Planning and Investment Management Services in Tamworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Tamworth

Popular in Tamworth