Where do you need Financial Advisors?
You’ll find the best Financial Advisors near you on Bark. Start your search and get free quotes today!
First time looking for an Financial Advisor and not sure where to start? Let us do the legwork for you. Tell us about your project and we’ll send you a list of the top Financial Advisors in West Midlands to review. Whether you’re looking for quotes or you want to speak to some local professionals, we’ll connect you with the best Financial Advisors for the job.
There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision.
Best of all - it’s completely free!
We’ll help you find Financial Advisors in West Midlands. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.
You’ll receive free quotes from professionals in West Midlands and get quick notifications via our website or app. We make sure we do the leg work for you!
Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
We get to know you personally. We work completely for you. I am focused driven financial advisor backed by a world class technical paraplanning team. I work hard to understand your goals and ambitions and then clearly devise a strategy to achieve them. I am proud to have a unique ability of explaining crazily complicated great financial ideas but in a simple manner. Give us a call you wont be disappointed we have 100% retention of clients.
At TKV Financial Management we have established ourselves in the local area as trusted independent financial advisers. With 21 years experience in pensions and retirement planning advice we know the challenges and issues faced by people when it comes to pensions and planning the income they need in retirement. You can be reassured that you're speaking to a professional person who will offer help and guidance and independent financial advice where required.
Makhan Singh Cheema
I found working with Tim Veiro from TKV Financial Management very reassuring and I was at ease understanding everything Tim spoke about my pension planning, he did all the work at nice gentle pace and advised me on what was happening at each stage, I would recommend Tim and TKV to anyone seeking retirement pensions planning. Very professionally organised, it was a pleasure to guided throughout start to ear by Tim
West midlands
We are a dedicated specialist mortgage brokerage. We work with your everyday mortgages through to your specialist mortgages. We pride ourselves on completing mortgages where the high street banks can’t. We have access to a group of specialist lenders. No matter what adverse you have we have highly trained brokers who know their lenders criteria like no other. If you have been declined by your bank or feel you can’t get a mortgage or are completely new to mortgages and need guidance throughout the process.
Linda Oneil
I have always wanted to buy a property but my bad credit history made it difficult to get a mortgage from the bank. I did a research on how to build my credit and I came across Apple Finance. At first I thought it was one of those brokers who will give you all the sweet talks to get you into sign a contract with them and later leave you. I gave them a call and the person who answered took his time to explain all my questions. He then gave me time to think about it and get back to them.
Apple Finance got me a good mortgage deal from one of their trusted lenders and I am now a house owner.
In a nutshell, I would say if you want to buy a property, no matter how bad your situation is just call them and their well trained team will advice you on what to do. They are very professional and they mean business.
I would recommend Apple Finance. Thanks guys
As an Independent Financial Adviser, I deliver jargon free, whole of market advice. I am qualified and authorised to provide regulated financial advice on: - pensions and retirement planning - investments - mortgages - protection - inheritance tax planning - equity release - later life planning and long term care Throughout the past 12 months I have continued to provide a 5 star service to both new and existing clients.
Kevin
What were the circumstances that caused you to look for a financial adviser?
-I needed help regarding the minefield of information of getting a tax free lump sum.
How did Adam Rendall help you?
-by going into great detail regarding my pension and long term goals
Have you seen the outcome you were hoping for?
-yes I was very comfortable with the advice Adam gave me, very thorough, with great attention to detail. Very methodical.
What could they have done better?
-my previous comments will suffice.
I was very impressed and comfortable with Adam, extremely knowledgeable, very thorough with great attention to detail.
West midlands
Independent Financial Planners that enable you to achieve your life and monetary goals through careful financial planning
Neil Gilbert
Always apprehensive when talking financial matters with ‘strangers’, I was a little more relaxed knowing that a friend had recommended these guys. Hallelujah !! My advisor listened to my needs, taylored a package that works for me and has restored my faith in financial advisors. Will be using, and recommending, again without hesitation.
Prosperity Wealth was established in order to help YOU build and retain wealth. Our aim is to provide YOU with independent financial advice that is tailored to YOUR needs.
My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management. (FCA Number - 529810) My career began over 15 years ago and during my time at RBS and Santander (ex- Alliance & Leicester). As an Independent adviser I helped many individuals and their families define and aim for their financial goals. This experience has enabled me to gain a wealth of knowledge and expertise.
We are a new IFA that has brought together a wide range of experiences from different businesses into an exciting new venture.
We are an Independent Wealth Management Company who pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community. We have access to the whole of the market allowing us to put you at the forefront of everything we do. We provide a complete one-to-one personal service by not only recommending the most cost-effective product suitable for you but also guiding you throughout the entire journey.
I am a whole of market advisor, meaning I can source the most cost effective mortgage solution to suit your needs. My knowledge of the mortgage market is excellent and this is key to placing you with the correct lender. I have a great admin team, who alongside myself keep you up to date with every milestone from the application of your mortgage all the way through to completion. I also work with solicitors in house and can recommend a fantastic range to meet your moving needs at a discounted price
Jane Haynes
We met with Sam around 2 months ago now, and as first time buyers we had plenty of questions. Sam was very patient and helped us through each stage of the process and explained at each check point what was happening and what we needed to do next. I have recommended Sam to my friends and family and look forward to using her services in the future for our re-mortgage. Thank you for all your amazing help :)
I am the IFA with a difference. I focus on increasing your financial happiness by understanding your goals and objectives. I am transparent about my fees and I do not charge an upfront fee. I offer great value independent financial advice.
Offering personalised advice that is tailored to your individual circumstances and financial objectives, I am proud to have built many long-lasting relationships over the last 20+ years in the industry. Financial planning is complex, but that doesn’t mean it has to be difficult. I am personally committed to ensuring you feel comfortable, informed, and supported at each stage of your financial planning journey.
West midlands
Professional and Financial services organisation offering Independent Financial Advice, Estate Planning and Independent Mortgage Advice Gemini Professional Financial Group Limited comprises Gemini Wealth Management Limited, Gemini Mortgages and Gemini Estate Planning Limited. Gemini Professional & Financial Group comprises the three divisions of the Gemini Group: Gemini Wealth Management
I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market. Whether you are looking to build wealth, protect your assets, or plan for retirement, I am here to help you navigate the complex world of financial planning and achieve your financial goals.
I provide financial planning services to individuals and businesses all over the UK. It is my personal goal to help individuals and families achieve financial independence as efficiently as possible and maintain their financial independence in their future. You can read some of the reviews left by clients on vouchedfor; https://www.vouchedfor.co.uk/financial-advisor-ifa/solihull/067114-hamida-begum
We are an alternative, accessible and ethical investment firm providing free roadmaps for people wanting to retire, pay off life’s large expenses or build wealth for peace of mind. Returns can be provided as well as your initial capital in 6-12 months. We have invested £10m+ of investors capital in the last 3 years with a 100% return rate. As a company we have been operating since 2017 and will continue to add more value to the people who need it the most.
My business provides basic and advanced solutions for clients want to write or update their Will and Estate Planning. I can provide guidance over the phone or in the form or printed information about the services I can proved. I operate face to face or remotely. I also operate as a Financial Planner with Sandringham Financial Partners Ltd a National Independent advice firm with 180 advisers.
Who We Are As part of the Frenkel Topping Group, we have over 30 years experience of providing specialist advice. Our solutions focus on capital preservation while targeting returns in line with your objectives, without having to take excessive risks. We can advise on investing for income, capital growth, retirement income and offer a range of products and services to meet your needs.