Money Matters: Discover the Best Financial Advisers in West Midlands

Get expert financial guidance in West Midlands with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in West Midlands who suits your needs.

Find financial advisers near you
Clarkson Hall is a leading financial advisory firm providing independent financial advice to private and corporate clients. With a focus on long-term, ongoing guidance and assistance, our qualified and experienced advisors provide expert advice on investment portfolios, tax-efficient retirement strategies, and more. Our goal is to help our clients achieve their financial goals and protect their wealth.
The reviewers praised the advisors' exceptional customer service, friendly and approachable nature, and ability to explain complex financial concepts in a clear and patient manner.
5.0
Based on 38 reviews
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There are many financial choices for you, your family, and your business. We make your choices simple. Plan your retirement, release equity from your home, or secure your investment portfolio with our expertise in financial planning, property finance and mortgage advice, and wealth management. At Simpson Financial Services, we help you reach your goals through bespoke financial planning, property finance and mortgage advice, and wealth management. We first opened our doors in 2004, and now work with thousands of clients in Leamington Spa, Warwickshire, the West Midlands and across the UK. We'll help you plan for your future, whether you're moving home, preparing for retirement, or securing your investment portfolio. Client stories.
The reviews are extremely positive, highlighting the professionalism, expertise, and personalized service provided by Simpson Financial Services Ltd.
5.0
Based on 23 reviews
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Midas Financial Planning is a financial advisory firm based in Worcestershire and the West Midlands, providing expert financial advice and mortgage consultancy services to individuals and businesses. Our team of experienced advisors can assist with mortgages, pensions, savings, investments, and protection, using a range of providers to access competitive rates. Whether you're a first-time buyer, a homeowner looking to remortgage, or a self-employed individual seeking financial advice, we're here to help.
The customers have praised Midas Financial Planning for their professional and responsive service, expertise in providing financial planning services, and exceptional staff members.
5.0
Based on 14 reviews
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BBI Independent Financial Advisers Ltd is an award-winning independent financial planning practice based in Kidderminster, Worcestershire, dedicated to providing personalized and trustworthy financial services to our clients. We specialize in creating bespoke investment portfolios, pension and retirement planning, mortgage advice, financial protection, and insurance services, ensuring our clients achieve their financial goals. Our advisors provide unbiased, whole-of-market advice, and our company is fully regulated by the Financial Conduct Authority (FCA). We pride ourselves on building long-lasting relationships with our clients and providing a fresh perspective on their financial affairs. With a diverse range of clients, including those new to financial planning, we aim to deliver excellent customer service and make a positive impact on our clients' financial futures.
The reviewers praised BBI Financial Advisors for providing a first-class, professional, and friendly service that exceeded their expectations.
5.0
Based on 7 reviews
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Portland Financial Planning is a family-run, independent financial advisory firm based in Shrewsbury, serving Shropshire, Powys, Herefordshire, and Staffordshire. We provide personalized financial planning services to clients, focusing on retirement advice, saving and investments, later life planning, long-term care planning, and inheritance tax planning. Our team of experienced advisors, led by Ben Walters and Hannah Edwards, offers holistic financial advice to help clients achieve their financial goals.
The reviewers praise the company's exceptional service, professionalism, and thoughtfulness in providing financial advice, highlighting the company's ability to build trust and provide valuable guidance and support.
5.0
Based on 7 reviews
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At Acuity Financial Consultancy Ltd, we provide clear financial advice and vision to both private and corporate clients. Our expert financial advisers offer a range of services, including pensions planning, investments, mortgages, and protection planning. We focus on building genuine long-term relationships, ensuring our clients' financial security and wealth. With years of experience and a commitment to excellence, we pride ourselves on providing tailored solutions to meet our clients' unique needs. Whether you're planning for retirement or seeking investment advice, our team is dedicated to delivering exceptional service and guidance.
The reviews highlight multiple aspects of Acuity's exceptional customer service, including efficient handling of cases, friendly and approachable advisers, and clear communication.
5.0
Based on 4 reviews
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At All Counties Financial Limited, we offer unbiased, fully researched financial advice to individuals and businesses in the Midlands. Our independent financial advisers provide expert guidance on a range of financial services, including mortgages, pensions, investments, and insurance. We take the time to understand your financial goals and objectives, and recommend tailored solutions to help you achieve them. With our expertise and guidance, you can make informed decisions about your financial future. Our goal is to provide the best possible service to our clients, and we strive to build long-term relationships based on trust and mutual respect.
The reviewers praised the professionalism, expertise, and personalized service provided by All Counties Financial.
5.0
Based on 4 reviews
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At Cotswold Independent Financial Services, we provide comprehensive financial advice and planning to help you make the right financial decisions. Our team of experienced consultants are trained and qualified to offer expert advice on general financial planning, as well as specialist areas such as SIPPS, Wealth Management, and Estate Planning. We guarantee unbiased financial advice, tailored to your individual needs, to help you achieve your financial goals. Whether you're planning for retirement, seeking investment advice, or need guidance on wills and power of attorney, we're here to help. Our goal is to provide bespoke support services to help you secure a wealthy future.
The reviewer had a great experience with opportunities for career development and a positive working environment.
5.0
Based on 1 review
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Hutt Professional Financial Planning is a firm of highly qualified Financial Advisers based in Leamington Spa. We have over 60 years of experience in providing impartial and focused financial advice to individuals and businesses. Our services include pension advice, investments, mortgages, and life insurance, with a holistic approach to financial planning. Our mission is to help clients achieve financial independence and security. With a strong family business ethos, we pride ourselves on providing a valuable, honest, and proactive service to our clients.
The reviewer praises the business for its personal service, professionalism, and value.
5.0
Based on 1 review
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Heritage Independent Financial Advisers Limited provides holistic independent financial advice to individuals, families, and businesses. With decades of experience, our team of experts offers clear and effective advice on investments, tax mitigation, and long-term strategic planning. We build long-term partnerships with our clients to ensure they achieve their financial goals. Our approachable and enthusiastic team is committed to providing a personalized financial planning journey.
5.0
Based on 1 review
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