The 30 Best Financial advisor in Birmingham

“Fantastic company. Charlotte will alway go out of her way to make the process as smooth and easy as she can. She is very proffesional but also adds a personal touch as she understands that updates are everything. Highly recommend”

“Fabulous- highly recommend. Very professional & always respond on time. Did everything as i needed and wanted and offered support at every stage. you definitely get what you pay for. Will definitely use them in future”

“I recently had the pleasure of working with ME Financial Services, and I cannot recommend them highly enough. Marc and his team demonstrated remarkable speed and efficiency throughout the mortgage process. They provided a wide range of options considering I was recently self-employed and helped us navigate through all the choices available. Marc was instrumental in guiding us to select the right mortgage that suited us and out potential future plans perfectly. His expertise and the team's commitment to customer service made the experience seamless and stress-free. If you're looking for a mortgage broker who values your time, has full market access, and helps you make informed decisions, ME Financial Services is an excellent choice!”

“My partner and I used JWC for buying our first home. John and Sheila are highly knowledgeable, friendly and very thorough. It can seem a daunting process, but we were made to feel completely at ease. I couldn't recommend them enough! UPDATE: We we're so happy with the services provided for our first home, we decided to use JWC for our next mortgage extension. You can feel fully assured you're getting the best advice with Sheila and John.”

“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 recommend.”

“Our experience with Caboodle Financial Services has been excellent. Both Martyn and Andrew have been approachable and supportive during our first time purchase. Their knowledge and experience has been second to none! I would highly recommend Caboodle!”

“I had a fantastic experience working with Raja as my mortgage advisor. He was a complete professional who genuinely listened to my needs and financial situation. Raja's knowledge was a huge asset; he broke down the entire process and my options into simple, clear steps. I especially appreciated how well he communicated—he always kept me informed and quickly answered my questions. Thanks to his hard work and expertise, I was able to secure a great mortgage deal. I can't recommend him enough.”

“I highly recommend Bright Financial. Working with Emma was great. She helped us remortgage our home and get our first buy-to-let mortgage. She explained every step clearly and made market options simple, keeping the process smooth.”

“I attend a financial review meeting every year and it was lovely to learn new things on offer and to be assured we are on the right track with everything being done for us. Being helped to make decisions without confusion or financial “speak” that isn’t always understood by some folk. Thank you to a great team always there to answer any queries we may have.”

“Henwood Court have provided my wife and I with invaluable support and advice for a number of years now. Jason is a hugely trusted (and well liked!) advisor, with excellent support provided by Laura. Jason has guided us through a number of major life decisions, always conducting a detailed assessment of our situation and then providing thoughtful and comprehensive advice. We have full confidence in his expertise and that of Henwood Court, as well as their judgement in bringing in third party support, for example an introduction to a mortgage broker. The financial tools and platforms that Henwood Court use are also excellent. Aside from the clear financial expertise, the manner in which it is provided is remarkable. The customer service from Henwood Court, but in particular Jason, is very much people-first. Taking enormous effort to understand our personal situation and that of our family, and using this as the context for the financial advice given. Jason's supportive, personable and patient style has been transformative in helping us navigate the advice given. In short, Henwood Court provide an impressively competent and wonderfully supportive service to us, and we wholeheartedly recommend them.”

“When I decided to move my pension that was being held at the time by my company , I came across j&p financial services . A little nervous I made an appointment, and was invited to there offices . On arrival I was very quickly put at ease and They explained what options were available , it was very clear and easy to follow and I was kept updated with the process of moving my pension pot . It’s now doing very well indeed and I receive regular updates off Sonia and her team , as well as a yearly review, again with Sonia which is very informative . I’d definitely recommend these guys , So worth a visit or phone call , Thanks Sonia and your team . Rich .”

“I recently worked with Lucent for my financial planning and life management, and I'm really happy with their service. They took the time to understand my unique situation and goals, ensuring every recommendation aligned perfectly with my needs. A special mention goes to Keely, whose exceptional customer service made the entire process smooth, enjoyable and fun! I highly recommend Lucent for reliable, insightful, and personalized financial planning. They really stand out from the crowd and make the process enjoyable from start to finish.”

“A big thank you to Alexander for his outstanding help with my financial planning. He was incredibly knowledgeable, trustworthy, and took the time to guide me through some tough decisions. I always felt comfortable and confident that I was making the right choices with his support. I would definitely recommend Southcote — and especially Alexander — to anyone considering investments or in need of financial advice of any kind. Craig Ireland”

“I have known Richard Oliver for several years. An excellent advisor, I would wholeheartedly recommend his services at Meriden Financial Planning to anyone seeking financial advice. I had a number of areas which needed to be discussed regarding pension contributions, saving and investments to allow me to plan for a more financially secure future. Richard went above and beyond to help me navigate the process, giving me excellent guidance, advice and recommendations. I feel a lot more secure moving forward due to the professional and friendly advice given by Richard. Thank you so much for your time and expertise.”

“We’ve received mortgage advice and subsequently bought a house on 2 occasions with Dom, and we wouldn’t choose anyone else to go to. Dom is super knowledgeable, friendly, responsive, and has always made time for us to help us quickly find the best and most affordable deals for us, even with big changes in life circumstances such as redundancy/new jobs, where he helped us find a lender that would accept an application with a fixed term job that we had to turnaround quickly. Thank you Dom!”

“I have used Hagley Financial Planning over the last few years, dealing directly with Vurun. Vurun made the process of finding a mortgage extremely easy and stress-free. He has consistently made himself available, offering clear advice and focused on my best interests. I have had no hesitation in referring friends and family to Vurun and will be trusting him implicitly in the future with my financial planning, inclusive of income protection!”

“Although my purchase hasn't completed yet, I wanted to take a moment to highlight how brilliant Courtney's communication has been throughout the process so far. As a first-time buyer, there are naturally a lot of questions and anxieties—but Courtney has consistently been clear, timely, and incredibly reassuring every step of the way. Her approachable and professional manner has really helped put my mind at ease, and I feel confident moving forward knowing she’s handling things. Highly recommend her support to anyone navigating their first purchase! Thank you so much Courtney! ☺️”

“ASJ Accountants we have been using this Company for Several years ,they are a Brilliant company , Accurate efficient reliable , I have used Several Accounts throughout the years , none as good as A.SJ.”

“I had a great experience working with Wai Lee. He was professional, patient, and extremely helpful throughout my entire mortgage process. He explained everything clearly, answered all my questions, and guided me step by step. Thanks to his support, my mortgage was successfully completed before Christmas. I truly appreciate his dedication and would highly recommend him to anyone looking for help with mortgages or protection services.”

“"Exceptional service! The accounts team was prompt, professional, and incredibly helpful. They handled our queries efficiently and provided clear guidance. Highly recommend their expertise and dedication. Five stars isn't enough – outstanding job!"”

“I've been a client of Naseems Accountants for over 31 years, and in all that time, their service has been consistently outstanding. From the very beginning, the team has been friendly, approachable, and highly professional. They’ve made handling my self-assessment a completely stress-free experience year after year. What I truly value is their attention to detail and the personal touch they bring to their work. They always take the time to explain things clearly, respond quickly to any queries, and ensure that everything is accurate and submitted on time. Their knowledge and expertise give me complete confidence that I’m in safe hands. Over the decades, Naseems Accountants have become more than just a service provider—they’re a trusted partner. Their reliability, dedication, and genuine care for their clients set them apart. I highly recommend them to anyone looking for expert, friendly, and dependable accountancy services”

“We worked with Zoe at SN Financial on two occasions to remortgage our property ahead of relocating to New Zealand and she was incredibly helpful, really informative and made sure to understand our personal situation so thoroughly to help get us the best deal and avoid unnecessary fees. She had fantastic knowledge of both residential & buy-to-let mortgage rates and providers so we felt very reassured that she would find us the right solution. She was readily available and very prompt with her communications and was also on hand when we had questions with the solicitor or queries on process. I really recommend Zoe and the SN Financial Team for all your finance and mortgage needs. We will definitely be in touch with her again.”

“I was fortunate enough to have Becki recommended to me by a colleague. I needed a remortgage on the family property to release funds for divorce settlement. Becki discussed my personal requirements at length and found a provider that met all of them. Becki supported and guided me through the application and every step thereafter. The divorce process turned out to be more protracted than expected, during which Becki remained present and constant. She responded promptly to any questions I had and was incredibly kind and supportive. Becki went above and beyond during this very difficult time for me. In short she was my one true constant. I can honestly say I would not have been able to negotiate the last 6 months without her support - my battles became hers, - I cannot recommend her highly enough!”

“l was thoroughly impressed by the professionalism, knowledge, and responsiveness I received by Kim Gray. Kim helped me with my mortgage, life insurance and then we sorted out a Will and trusts so everything was sorted ,after seeing Kim I feel like I have peace of mind.”

“Darshan was extremely helpful, grasping our concerns quickly and updating us as to options both now and in the future.”

“Charlie is fantastic, would not have got through the process without him. 2 failed house sales and finally 3rd time was a charm, he helped us through the whole process and always found us the best deals. 100% recommend!”

“I am very grateful for the professional advice and guidance I received from Tax Accountant. The service provided from start to finish was simple, efficient and timely, which made a complex topic easy to understand. I will be returning for their help when we need to submit tax returns in the future”

“I am really happly with the service i receive from my accountant. She is always very helpful and very polite. I would recomment her to others.”

“Ian Yeomans recently helped me with my mortgage for a new property. Extremely professional, friendly and thorough through the whole process. Excellent communication and advice given to give me the best options possible.”

“Highly recommended, great advice throughout the whole process of arranging my mortgage and life insurance policy. Made it seem easy and hassle free with a personal yet professional service. Excellent company to deal with, a credit to themselves.”