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Best Financial Advisors in Walsall

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Walsall area.

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Choice Finance

Choice Finance

(47)
  • Professional
  • Phone
  • Information
“Fantastic service, keep you up to date at every stage, really professional and helpful. Saj worked really hard to get me the best deal and Kirran was brilliant with keeping me updated on progress. I would highly reccomend! Positive Responsiveness, Pr...”
In Business Since 2015
Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL
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Paul Carr Estate Agents Great Wyrley

Paul Carr Estate Agents Great Wyrley

(24)
  • Team
  • Solicitors
  • Property
“Professional, helpful and friendly. Great team at Paul Carr GW! I recommend 100%. Wishing you all continued success. Positive Responsiveness, Quality, Professionalism, Value”
185 Walsall Rd., Great Wyrley, Walsall WS6 6NL
Featured

We have grit, do you? 🏉 With Paul Carr Estate Agents, we'll stick with you every step of the way to ensure you get the perfect home or the perfect deal, no matter what. With all the excitement about the Commonwealth games flooding, Birmingham, why not ride the wave and take the plunge with Paul Carr.

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CJP Financial Planning

CJP Financial Planning

(1)
Savings & Investments, Mortgages, Taxation
“Paige Tunnicliffe was honestly the most helpful person during our moving. I recommend CJP Financing and if your Paige if you are lucky enough to get her! Amazing and so helpful”
2 Queens Parade, Bloxwich, Walsall WS3 2EX
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EBI Portfolios

EBI Portfolios

(3)
Adviser-Driven Technology, Ebi’s Matchmaking Service, The Vault
“I have been using EBI Portfolios Ltd for nearly 8 years for my clients and the service is excellent. Their turnkey offering is unique to the UK and I'm looking for many more years of success for my client's investments.”
Suite 7, Beecham Business park, Northgate, Aldridge, Walsall WS9 8TZ
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Lisa Lee Wealth Management

Lisa Lee Wealth Management

(1)
“We have recently done business with Lisa at Lisa Lee Wealth Management Ltd, highly recommend. Very professional and pleasure to work with. Bailey - Whole In one Golf”
30+ Years Experience
28 Millers Walk, Pelsall, Walsall WS3 4QS
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Bilkhu & Co

Bilkhu & Co

“Management accounts are critical to the success of a business. These can be prepared monthly, quarterly or half yearly depending on your specific business needs.”
18-20 Navigation St, Walsall WS2 9LT
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Jordan Financial Management

Jordan Financial Management

(50)
Financial Planning, Specialist Advice, Wills, Estates & Inheritance Tax
“The financial review information is always clearly presented and explained. Neil is able to answer all of our questions and is able to open our minds to various future options. The continuity of his advice is invaluable.”
Transparent Fees & Pricing
Free Initial Consultation
Serving Walsall Area
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Acclaimed Mortgage Consultancy

Acclaimed Mortgage Consultancy

(50)
Buildings and Contents Insurance, Critical Illness Insurance, Life Insurance
“Acclaimed have been absolutely incredible with us as first time buyers sorting out our mortgage and giving advice on many other things as we were preparing to move. We really cannot thank them enough for how brilliant they have been. I would 100% rec...”
Transparent Fees & Pricing
Priest House, 1624 High St, Knowle, Solihull B93 0JU
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JWC Financial Solutions

JWC Financial Solutions

(50)
Financial Planning, Taxation, Wealth Management
“Thank you to John and the team at JWC. Made the whole process of porting our mortgage and house move very easy! We have also used for a buy to let mortgage previously. Professional and efficient. Highly recommended, we will definitely be using again...”
1 Hagley Hall Gardens, Hall Dr, Hagley, Stourbridge DY9 9LQ
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Integrity Accountancy Services Limited

Integrity Accountancy Services Limited

(48)
Tax Investigation Service, Tax Planning, Limited Company Accounts
“Shohaib was recommended to me; he provided me with swift and transparent advice. A real professional, very communicable and open, getting to the point even if this means no income for him and his company. Strongly recommended.”
In Business Since 2014
1539 Stratford Rd, Birmingham B28 9JA
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Central Financial Services

Central Financial Services

(50)
  • CFS
  • Advice
  • Communication
“Used CFS for the purchase of our first home. Very efficient, friendly and helpful. Couldn't ask for more, and got a great deal on our mortgage. Referred many friends and family and all had great experiences. Really lovely team. Thanks again!”
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Lucent Financial Planning

Lucent Financial Planning

(50)
  • Advice
  • Company
  • Goals
“Great personal service that focuses on how you want to enjoy retirement, not the money - managing your finances is the means to achieve your life objectives, it's not the objective of life.”
1b, The Exchange, 20a Poplar Rd, Solihull B91 3AB
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Opal Wealth Management

Opal Wealth Management

(44)
Introduction to Financial Planning
“I have found dealing with Opal Welfare Management to be very professional, they always kept me up to date with progress and were always helpful when I rang for some point to be clarified. They always arranged meetings to suit my timelines and were ve...”
38 Waterloo Rd, Wolverhampton WV1 4BL
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Henwood Court Financial Planning

Henwood Court Financial Planning

(50)
  • Retirement
  • Decisions
  • Family
“Jason (ably assisted by Laura) has now dealt with our affairs for the past year (although we were talking to Jason for a couple of years prior to this, getting to know him and Henwood Court). They conducted a thorough appraisal before making recommen...”
Transparent Fees & Pricing
Serving Walsall Area
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SRC Accountancy Services

SRC Accountancy Services

(50)
  • Team
  • Financial
  • Efficient
“Fantastic team who helped massively with my CIS. Couldn't thank them anymore for their help, in particular Natasha. She was phenomenal in her work. Thank you SRC!”
Transparent Fees & Pricing
Remote Consultations Available
Serving Walsall Area
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Meriden Financial Planning Limited

Meriden Financial Planning Limited

(43)
  • Mortgage
  • Call
  • Pensions
“Meridan were the only one of 4 companies I approached via website search. Call back the same day brief discussions on what I required. Meeting today excellent clear no jargon advice. Fully explained in layman's terms the options open with retirement...”
Alpha House, 42 New Rd, Stourbridge DY8 1PA
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The Compliance Guys

The Compliance Guys

(32)
Test Drive, Finance Brokers, Self Funding
“Fantastic service from Jon Rix for a service I didn't know I needed, recently completed an FCA application for a new additional business for us - nothing was too much trouble!”
Transparent Fees & Pricing
28 Cleveland St, Wolverhampton WV1 3HT
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MWS Financial Advisers Limited

MWS Financial Advisers Limited

(50)
  • Pension
  • Communication
  • Options
“I have been using MWS for a number of years with regards to mortgage, financial and pension advice. They are professional, knowledgable and offer a really friendly and personal service. They will go all out and pull out all of the stops to help you ...”
MWS Financial Advisers, 9 Station Rd, Knowle, Solihull B93 0HL
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Masterplan Wealth

Masterplan Wealth

(34)
Why Work With us, Knowledge & Resources, Who we Help
“Masterplan provide a high calibre service and personal approach. They are an extremely professional team with a wealth of knowledge and I would highly recommend Positive Professionalism”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Wesleyan

Wesleyan

(39)
“Consultant Bryn Trevor was brilliant in understanding what I needed from my teacher's pension, explained all the options patiently and in detail. A very reassuring experience Positive Professionalism”
Transparent Fees & Pricing
Coupons & Offers
Colmore Circus Queensway, Birmingham B4 6AR
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Howard Wright

Howard Wright

(43)
  • Investments
  • Relationship
  • Review
“Excellent company Very helpful, Always available no matter the question I feel very confident with my investment in their hands. The weekly update easy to understand so I am always in touch with the care of my money. and I've never been to a footb...”
Family Business
Serving Walsall Area
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Clarkson Hall

Clarkson Hall

(37)
  • Mortgage
  • Questions
  • Communication
“Would like to thank Dean in particular for the quality of service I received, he was on hand to answer any of my concerns efficiently. I will definitely use Clarkson Hall in the future myself as well as recommend them to family & friends. Thanks Dean...”
63a Market Pl, Cannock WS11 1BP
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Stalworth Wealth

Stalworth Wealth

(32)
Retirement, Mortgages, Investments
“We were completely new to buying a house - Pete was approachable, friendly, supportive and made us totally comfortable with advice given whilst we were probably asking a lot of silly questions. Would recommend to anyone but especially first time buye...”
Stalworth Wealth Ltd, Watling Court, Orbital Plaza, Watling St, Cannock WS11 0EL
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Gardner Financial Management

Gardner Financial Management

(38)
Financial Planning, Protection Planning, Inheritance Tax Planning
“Lee and his team have provided me with an excellent service over many years. With regular one to ones Lee has been extremely helpful in assisting my wife and I with our financial planning both before and into our retirement.”
Free Initial Consultation
Serving Walsall Area
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Retirement Planning and Investment Management Services in Walsall Cost Estimates

Minimum cost
£1222
Maximum cost
£10380
National Average
£3664
Avg Per Hour Rates
£368
£2443
£6717
Fair price range is based on 389 cost profiles
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Average Cost £3664
Minimum cost £1222
Maximum cost £10380
Avg Per Hour Rates £368

Fair range $2443 to $6717 is based on 389 cost profiles.

Why these companies made our list

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