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Lakeside Financial Services

(13)

Pensions, Financial Planning, Wealth Management

“Hayley helped me get the mortgage I needed and made sure I got the best possible deal. I would highly recommend and will be using her again when I need to remortgage.”

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HRS Asset Management Limited

(1)

Savings and Investments, Pension Planning, Estate Planning

“Had a really interesting meeting with Rhian. She has given me a lot to think about. Fantastic financial advice”

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Deven Yagnic Wealth Management

(5)

Wealth Management, Savings & Investments Advice, Pensions Advice

“My involvement with Deven and his team predates his current set up. The saying about it being a "small world" has never been more true. It was one of his team who introduced me to him that was also responsible for getting me the job that put me on th...”

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Galileo Wealth

(4)

Pensions & Retirement, Saving & Investing: A Guide For Expats, Protection & Will Planning

“Chris has been managing my pension and finances for well over a decade and I am completely satisfied. He has an impressive knowledge of all things related to investment and applies it to make sure I make the investments that are the best for me. In a...”

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Jordan Financial Management

(50)

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

“We have used Jordan Financial Management for several years and in addition to always being kept fully aware of developments, have received unprompted sound advice which has demonstrated JFM's proactive approach to Client care..”

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Acclaimed Mortgage Consultancy

(50)

Buildings and Contents Insurance, Life Insurance, Income Protection

“Sandy, Gavin and the team are really helpful and friendly, we also dealt with Alex and Amber who couldn't have done more for us, whenever we had a question within an hour Amber had the answer for us, I wouldn't hesitate to use them again!! Positive R...”

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JWC Financial Solutions

(50)

Business Protection, Financial Planning, Taxation

“Always working and chasing latest news and updates from 3rd parties on your behalf. Professional and knowledgeable and delighted at the savings from remortgaging through JWC. Really pleased with the service I have received and would definitely recomm...”

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Integrity Accountancy Services Limited

(48)

Management Consultancy, Limited Company Accounts, Workplace Pensions

“First class service. I had a problem with an online submissions to HMRC but this was simplified and sorted in minutes with a zoom call to Shohaib who gave clear explanation and guidance. Problem sorted. Thanks for the help.”

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Lucent Financial Planning

(50)

Sound
Advice
Company

“Professional, friendly people with sound advice that is explained in clear and concise terminology giving you peace of mind in retirement, I would always highly recommend Lucent Financial Planning.”

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Central Financial Services

(50)

Insurance
CFS
Advice

“Great experience using CFS for our mortgage as part of our house move. The team were friendly and professional and really helped us to get the best deal. Very pleased we used them as they found us better deals than we would ourselves. Would highly re...”

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Opal Wealth Management

(44)

Introduction to Financial Planning

“5 star service from OWM. From point of contact through to receiving advise and guidance Gary has been professional at all times, informative, helpful and expert in his approach. Gary was able to provide tailored and individual support based on my pe...”

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Choice Finance

(47)

First Time Buyer
Professional
Phone

“Really helpful guiding me through the process of buying my first house, always felt like they were doing their best for me to get the best mortgage and insurance packages. Amy and Molly in particular were very helpful and always available when I had ...”

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Henwood Court Financial Planning

(50)

Life
Retirement
Decisions

“We cannot praise them enough for their exceptionally high level of professionalism, technical back-up, customer focus and responsiveness. We have been challenged to think deeply about what we want to achieve. We now have in place a dynamic investment...”

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SRC Accountancy Services

(50)

Partnership
Team
Financial

“Not only are SRC Accountancy Services wonderful accountants, they've been incredibly helpful and supportive of both my personal matters and that of my small business!”

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Meriden Financial Planning Limited

(43)

Investments
Mortgage
Call

“We had a requirement to speak to a Financial planner and we approached Richard and Meriden following a recommendation. We are pleased to report that Richard did not disappoint and we were very happy with the way he professionally put various optio...”

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MWS Financial Advisers Limited

(50)

Number
Pension
Communication

“I cannot recommend MWS- (especially Ollie) enough! As first time house buyers we were completely clueless with every step of the way. Ollie was super informative and provided support on all aspects. We are extremely happy with our mortgage and life ...”

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The Compliance Guys

(32)

Finance Lenders, Test Drive, Finance Brokers

“Nick is very he always help and big of all gets the job done. He is the man. Use him and you never use anyone else. Thank you Nick. Positive Responsiveness, Quality, Professionalism, Value”

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Masterplan Wealth

(34)

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

“We've used Materplan for several mortgages now and plan to use them again in the future. Mark has been great, finding us the best deal possible and keeping us up to date with the progress.”

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Clarkson Hall

(37)

Insurance
Mortgage
Questions

“Outstanding service! I can't recommend Dean Holloway enough! Professional, sincere, hard-working, very knowledgeable in his field, but what stands out is his distinctive way of handling your case! My case was so complex - it was turned down by man...”

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Wesleyan

(39)

“Christina was extremely knowledgeable, clearly cared about our finances, went above and beyond, constantly chasing on our behalf and keeping us updated. Always checking we had the best deal throughout the process. We couldn't have asked for a bett...”

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Howard Wright

(43)

Understand
Investments
Relationship

“Howard Wright are a very professional organisation. They have helped me with a number of financial matters offering excellent service. I particularly like the Monday morning report I get and information about how my pension did the previous week. ...”

Featured

A Chartered Financial Planner is a professional who has achieved advanced qualifications, demonstrated considerable experience and adhered to a strict code of ethics. This title signifies the highest standard of excellence and integrity in the financial planning industry. At Howard Wright, our Chartered Financial Planners are dedicated to helping you navigate the complexities of financial planning. We offer personalised advice tailored to your unique circumstances, ensuring your financial goals are met with precision and expertise. Whether you're planning for retirement, investing for the future or managing your estate, our team is equipped to provide comprehensive and trustworthy advice. Why Choose Howard Wright? Expertise: Our Chartered Financial Planners have a wealth of knowledge and are committed to ongoing professional development. Personalised Service: We take the time to understand your individual needs and aspirations, crafting strategies that align with your objectives. Ethical Standards: Our advisers adhere to a rigorous code of ethics, ensuring that your best interests are always at the forefront of our advice. Let Howard Wright guide you towards a secure and prosperous financial future. Contact us today to schedule a consultation with one of our Chartered Financial Planners. Disclaimer: The information provided in this post is for general informational purposes only and does not constitute professional advice.

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Stalworth Wealth

(32)

Retirement, Investments, Insurance

“Very pleased with the experience. Peter was very informative, helpful and helped us achieve our aims. The process was clear and efficiently done. Have already recommended him to several colleagues and friends. Will certainly go back to him for more a...”

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Midlands Investment Agency

(31)

Advice
Pension
Heart

“Martin, thank you and your team for all the excellent service and advice you have given me and my family for many years. In these troubled times to have you as someone to trust is a blessing. Best regards Gerald. Positive Responsiveness, Quality, Pro...”

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James Gregory Financial

(35)

Pension
Communication
Questions

“Andrew is friendly and always quick to respond to any questions I may have. Very happy with the service I receive. Positive Responsiveness, Quality, Professionalism”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Wednesbury

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Wednesbury area.

Lakeside Financial Services

HRS Asset Management Limited

Deven Yagnic Wealth Management

Galileo Wealth

Jordan Financial Management

Acclaimed Mortgage Consultancy

JWC Financial Solutions

Integrity Accountancy Services Limited

Lucent Financial Planning

Central Financial Services

Opal Wealth Management

Choice Finance

Henwood Court Financial Planning

SRC Accountancy Services

Meriden Financial Planning Limited

MWS Financial Advisers Limited

The Compliance Guys

Masterplan Wealth

Clarkson Hall

Wesleyan

Howard Wright

Stalworth Wealth

Midlands Investment Agency

James Gregory Financial

Retirement Planning and Investment Management Services in Wednesbury Cost Estimates

Why these companies made our list

Wealth Management Advisors near Wednesbury

Popular in Wednesbury