Where do you need Financial Advisors?
We’ll connect you with the best Financial Advisors in Birmingham in minutes. Start your search and get free quotes today!
Whether you’re looking for quotes or you’re ready to hire, or if you’d like to speak with some Birmingham-based Financial Advisors, we can help.
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 Financial Advisors in Birmingham to review.
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!
Let us know which financial services you need and we’ll get to work. If you’re not sure what you require, we’ll connect you with an experienced financial advisor to help you understand how to best meet your financial goals.
Using the information you’ve provided, we’ll browse hundreds of financial advisors in Birmingham, matching you with top-quality talent tailored to your preferences. We’ll send you quotes from interested professionals, free of charge. Opt to receive your notifications in real-time or browse your quotes in your own time.
Browse reviews, check out examples of past work and request more information - all from one place. With all the information you need to make an informed decision, choosing the right financial advisor in Birmingham is a piece of cake. Once you’ve found your match, all that’s left to do is seal the deal!
Birmingham
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
Birmingham
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.
Alan
What were the circumstances that caused you to look for a financial adviser?
-I was unsure how to deal with my pension, and finding it difficult to find someone to advise me safely without the feeling of this agent just looking for a good commission from a sale of a pension plan.
How did Adam Rendall help you?
-Adam Rendall met me for a discussion about my objectives and best direction for a Pension Plan to give me the best return for my available funds. After our first meeting, Adam followed up with e mails and telephone conversations to up date me and give me the chance to ask questions. these were all carried out in a manner that didn't make me feel up pressured. I wanted a low risk investment.
Have you seen the outcome you were hoping for?
-My pension is now paid regularly into my bank account ,I'm happy with the outcome.
What could they have done better?
-To the best of my knowledge Adam did very well, he showed various options and how they worked.
I am grateful to Adam for his professional advice his patience and time given to my case, I am satisfied that the low risk pension i now have in place is the right one for me.
Birmingham
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.
Birmingham
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.
Birmingham
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.
Claire Lea
Harry was an absolute pleasure to work with in obtaining a mortgage as a self employed couple and with BTL properties (it was beyond the remit of most online applications). Harry handled all of our enquiries, made it easy and was on hand to smooth the house purchase process when our solicitors were unresponsive. Thank you Harry, you clearly understand customer focussed service. Would and will definitely recommend you to others!
Birmingham
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 :)
Birmingham
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
Birmingham
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.
Birmingham
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.
Birmingham
Providing expert advice on Pensions and investment planning. I help businesses and individuals to understand the options available to them in all areas of financial planning, so you are able to - Maximise tax reliefs as government intended. - Maximise wealth - Protect against risk Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection.
Birmingham
We are financial planners, based in Birmingham, working with clients in the West Midlands. We’ll solve your immediate financial challenges as well as looking to the future. That starts by understanding you and what you want from life. We’ll then review your current financial position and put a plan in place to deliver your financial aspirations. Finally, we’ll review that plan regularly, to ensure it remains on course.
Birmingham
RMS Wealth Management provides high quality, bespoke, lifestyle financial planning and wealth management services. We specialise in advising individuals, families and trustees with significant investable assets. We provide advice in the following areas amongst others: Retirement planning Pension transfers from final salary schemes Investment structuring Investment management
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. I work and obsess with good quality reviews and your 100% satisfaction. I`ll solve problems that other people can`t and with the support of our world class team we will ensure you achieve your goals as fast as possible. My advice in choosing an advisor. 1. Are they passionate about this business? 2. Level of experience; how many years in business; You have a choice and the cost is the same so would you really want an advisor that's just qualified. Experience generates success in this industry. 3. Do they have an admin and back up team. Small operators or one man operations may be great at giving advice but will struggle with the management and administration ongoing of the case. It will be like choosing a great new car but it not arriving on time. ! its frustrating no matter how great the car. 4. Is the advisor working for me or for commission? Best advice is not always what you think. Our role as advisors is to ensure we recommend the most suitable solution for you. Ensure they think about your long term best interests not theirs? 5. Finally my tip is do you get on with them? A good advisor is important but you have to both get on if you don't , it just makes it harder and more difficult. A great advisor will be worth their weight in gold and only if you speak to them will you realise if you get on with them and you understand them. Ps if you don't get on that's ok. We can`t all get on. We are both assisting each other in a journey.
I love helping people get from A- B- Z. I love the value great financial advice can give you long term. Clever planning is so important but so many advisors just do short term selling and don't genuinely help the customer. I love actually changing peoples financial lives. All financial results are down to behaviours we have learnt so its important we build and deal with these issues first before trying to build great wealth. No
I love helping people and communication. I am passionate about great financial advice and working with clients long term. I refuse to work with clients I don't get on with or that are not willing to share their goals. I am passionate about helping those that really want to grow and improve their financial situation. I have the huge responsibility of being able to change peoples financial lives.
You will never find another Harpreet Atwal or Atwal Wealth management in the world. Our service is completely unique, clients do not leave us so we know we have something right. We are passionate about really really understanding your situation and working to help achieving your goals. We are not scared to change the advice and we don't care if we lose money or actually stop you from going ahead with the wrong product. What`s more important is you will recommend us and you know we are completely doing the right thing for your financial planning.
I am backed by Openwork Ltd and have a fabulous investment proposition.
Of course, 90% of our clients prefer it but if you do really want face to face that's fine too.
All meetings went to Zoom or remote. We communicate in a greater way online and via email. We are happy to post documents and provide extra meetings.
We are happy to hold face to face meetings in a safe environment. It`s about advice. You want our advice and I promise we will deliver it safely for you.
4.91/5.00
based on 416 reviews
The average rating for Bark Financial Advisors in Birmingham is 4.91, based on 416 reviews.
