Financial advisor in Birmingham

“I’m so pleased Laura Riegel’s details were given to us as she was the most helpful mortgage broker in our drawn out and stressful situation. After applying for a shared ownership scheme we had our application rejected from the affiliated financial assessor and so we went to Laura. Laura made everything happen for us (including helping getting an EWS1 form from our housing association which was required by our bank and she also got us an extension for our mortgage offer as the process took longer than expected). She was super communicative throughout the whole process and was extremely proactive. This was exactly what we needed being inexperienced and we felt we could really put our trust in Laura. This whole process took around 7 months. Thank you so much Laura!”

“Jane and the team have been supporting and guiding my financial decisions now for well over a decade. The regular contacts, friendly assistance and professional advise they have given me, and my partner, over the years has been invaluable in helping me to develop a much better understanding of how to make my investments work harder. All I ever really wanted was to feel financially ‘safe and secure’ in my retirement and I certainly feel that goal has been achieved. Of course, now that I am retired Jane continues to support me by ensuring that I am always fully aware of the options that are available to help further strengthen and secure my portfolio - leaving me free to enjoy myself!”

“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.”

“Andrew was super helpful. Our mortgage was complex and required lots of additional work. He was patient, efficient, always available and very nice to work with. I would highly recommend him.”

“Mark and Martine assisted us massively when applying for our first mortgage. As first time buyers we knew very little about the process or the market, however Mark and Martine were always helpful, knowledgeable and informative. At the start of the process we had a meeting with Mark in person to discuss our situation, finances and income, which allowed Mark to properly assess options available to us. When we received our mortgage options, Mark was able to advise us on the terms, options and aid us to make a decision that suited us long term. We also felt we got an amazing rate, especially compared to others we know currently buying in the market too. During the buying process, Martine kept us updated, informed and emailed regularly to ensure we were on track. Our mortgage was processed quickly and we moved in 2 months later as there was no waiting around to hear back from the mortgage company! Would highly highly recommend their services and would use if ever we come to move! Thanks again both!”

“Four Oaks do everything you'd expect fabulously... But the thing that really (really) sets them apart is their ability to explain and talk in a way I can understand... their relatable manner, patience and use of normal language / descriptive visuals to explain things made them our choice for pensions... and I'm not on plan to be able to afford a place to live (as well as food) when I get even more old and decrepit! hehe. Really would recommend them whole heartedly.”

“Good quality economic services for your business. Lots of knowledge to help you make the most of it.”

“Footes have sorted my finances superbly. An excellent team headed by Lisa. Always there with any queries or worries.”

“Tom handled by BTL purchase some time ago, great service! Sentate had access to a wider variety of lenders which suited my particular need perfectly I'd use Senate again without a doubt”

“I cannot recommend Tom Hamilton from Erdingsworth Business & Tax Advisors highly enough! His expertise, attention to detail, and dedication to excellence are second to none. Tom not only possesses a deep understanding of tax laws and business strategies, but he also goes above and beyond to ensure his clients feel supported and confident. His ability to patiently explain complex financial matters in such a clear and approachable way truly sets him apart. I always feel like I am in the best possible hands when working with Tom. He genuinely cares about his clients’ success, and it shines through in every interaction. Tom has been instrumental in helping me navigate challenging financial decisions, and his guidance has consistently led to outstanding results. If you’re looking for someone who combines professionalism, integrity, and a personal touch, Tom Hamilton is the advisor you need. Thank you, Tom, for your unwavering commitment to excellence – you’re a true asset to your profession!"”

“I can unreservedly recommend Rob and his team. He is detailed and thorough in his approach, given me excellent advice and his customer care is second to none.”

“Simply the best accountants money can buy. Efficient, reliable and friendly service. If you need an honest accountant that will more than pay for their fees will the savings they make for you, this is the place to go...”

“I cannot speak highly enough of the team at Opus, they have regularly assisted me with personal and business advice from mortgages to life insurances and pension advice, their response times, documentation and personable manner is why I return to them time after time.”

“Providing top-notch professional and reliable accounting and business consultancy services in a timely manner. Super Happy”

“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.”

“I have only good things to say about this business. They are very proffessional, and knowledgeable. My financial position has improved since using there services, now retiring earlier than originally planned.”

“Have used these guys for 2 years now they know what they are doing plus friendly and helpful staff. These guys are recommended”

“Very professional and knowledgeable company. The services I have received for both my accounts and business advice have been exceptional.”

“J & P provided a professional service with sound advice to help achieve our financial objectives. I thoroughly recommend this company.”

“The team at McCabe Financial Planning were very professional and super friendly while working their magic to help me to secure a great mortgage offer during a time where interest rates were so high. 100% recommend!”

“Really pleased to find honest and relavent advice being given. Listened in detail to my business needs with a real understanding of its requirements. Focused on the accuracy of knowing the amount of cash flow injection required. Knowledgeable and very pleased with the detail and excellent customer service. Thank you.”

“Professional Firm!!! I have been dealing with them for years always there to help you! Even after working hours!! Highly recommended!!”