Financial advisor in Birmingham

“I’ve been working with Mr. Subhani at ASPIRE UK TAX, and the experience has been excellent. Communication via WhatsApp makes everything 10x faster, and they’ve been incredibly proactive in handling everything efficiently. Their pricing is very reasonable, and the level of service is top-notch. Highly recommend!”

“I had tried several accountants that I found to be lacking in various areas before I moved over to RUS and Co who were recommended to me by a family member. I have been using RUS and Co for over 14 years now to complete both my company and personal accounts. The customer service has always been excellent. The staff are very knowledgeable and helpful, no request is too much trouble for them. I will continue to use them and would recommend them to anyone that wants a reliable, efficient service with a personal touch.”

“I have used Stanley Yule for my company and personal requirements since January 2000 and throughout the years have received an exemplary and highly competitive service. Everyone I have come into contact with at the firm has been knowledgeable, friendly and helpful, and has my best interests at heart. What really sets them apart for me though is the ability to advise on company development - a rare professional skill to stand back, look for strengths, weaknesses, opportunities and threats and to give constructive, practical and innovative guidance on how to survive and prosper through the difficult times we have all faced. I would recommend them without hesitation.”

“Have been with Sandwell Accountancy Services sinch I first set up my one man Design Engineering Consultancy Business more than twenty years ago. SAS helped me open my company, steered me all through the pitfalls and do's and don'ts and provided an excellent professional service throughout all the years I have been involved with them. The owner Swaran has become a friend and trusted adviser to both myself and my wife when she was self employed for a while. All my questions and calls always answered and annual accounts discussed face-to-face together. SAS are a real family run, trusted, accountancy services provider in my personal opinion. Have recommended them to other self employed consultants from my own experience.”

“We have worked with Fortuna since the outset and trust Kate's extensive knowledge and experience with our personal and business tax affairs. Efficient, responsive, accurate and a personable approach are the key strengths to Kate's business and she deserves every success.”

“We receive a professional and friendly service from Bissell & Brown for our monthly payroll, personal taxes and our year end accounts with a full review. All queries are responded to quickly and efficiently. We would recommend their services to anyone needing accounting advice.”

“I have been with the network for just over a month now and so far so good. The onboarding process was brilliant. Jaydn was great. The support has been excellent in the first few weeks. I am glad I went with TRM.”

“I am very happy that I found TaxAssist Accountants. I was very stressed about my tax return but Jas explained everything to me, offered his professional advice and helped me to solve my problems. When had a meeting with him I was so relieved and definitely stress-free for the first time in months. If you have any problem, don't afraid to call them as they are very friendly and helpful. Thank you again for everything!”

“Jack was so helpful with our process in buying our first home! He went through everything step by step, answered any questions we had, sorted out our builder’s insurance and life insurance. He even got us a solicitor who was amazing and we couldn’t fault either of them. If you are thinking about using Blossomfield mortgages, definitely get in contact with Jack!”

“We've been with Sally for 3 years and always find her to be very professional and helpful. She is kind, considerate and always returns your calls and emails as soon as she can. I don't know how we would have managed without her. Thank you for all your hard work, we really appreciate you.”

“Daryl Lay was recommended to me by a friend as a mortgage advisor and I am so glad that he was! As a solo first time buyer I was understandably very anxious. Daryl was amazing from start to finish, so understanding, provided me with so much advice and worked tirelessly when required. During the process I was in contact with Elaine Duncum who is honestly just fantastic. Elaine responded to my questions so promptly and helpfully. I was experiencing problems with completion before Christmas (despite everything being good to go) and it was Elaine that contacted my lender and ensured that the funds were expedited. I will be forever grateful of this and it wouldn’t have happened without Elaine’s swift involvement and persistence. Together they are such a brilliant team. I will recommend them to anyone and will 100% be using them again in the future. I am a very happy customer! Thanks again!!”

“Many thanks to Aaron Jassi for his help and guidance throughout the mortgage process. Aaron went above and beyond to secure me the best rate available for my mortgage, it was reassuring to know that he was easily contactable and very proactive at pushing the process along. I wholeheartedly recommend Aaron's services to anyone in the property market.”

“Both Rob and Rachel have been fantastic in helping us find and secure the mortgage and insurance services that are best for us. They have been friendly and professional throughout, always responsive and communicated quickly with us for anything we needed to do and/or to inform us of any changes. We would highly recommend them if you are looking for mortgage advice.”

“My experience with Julian Puddy at Opus was excellent! From start to finish I was kept very well informed in getting a SSAS in place for the company. A lengthy process, not without challenges but a very positive result in the end for the business.”

“Ajay and the whole team at Raymond's accounting are fantastic! Very speedy responses, paperless system and always take the time to explain all those complicated tax issues! I use for them by limited companies and personal tax returns! Recommend to all!”

“Martin and Amy have been such a help to us that it's hard to put into words. I would thoroughly recommend that if you are thinking about your pensions and retirement then you could not be in better hands. In our opinion 10/10 is absolutely earned!!”

“All staff are professional and very helpful”

“"I have known Chris since 2015 when he took over the management of my pension and, based on his advice, converted them to investments which have since thrived. As l moved into my sixties, access to my investments became more of a priority and Chris, and his colleague Maxi, helped me to understand what l had and how best to use it. They did so as real professionals and l have never had a reason to doubt their advice. I had little in the way of financial knowledge at the beginning and, with their help, l have got to a place where l use my money to best effect. Despite a string of requests by other financial advisers to jump ship, my faith in Chris and Maxi has never wavered and I have stayed with them. Coupled with the regular updates on the status of my investments and general market conditions, l have received first rate advice throughout and am very happy with the service received." Iwan Jones, Tbilisi, Georgia”

“--- A Fantastic Guide Through the Pension Maze I can't recommend Lee Clarkson highly enough. Navigating the world of pensions and retirement planning felt like a daunting task, but he made the entire process incredibly straightforward. From our first conversation, he was helpful and informative, explaining complex concepts in a way that was easy to understand. I never felt rushed or pressured; he took the time to answer all my questions and ensure I was comfortable with every step. What really stood out was his flexibility and willingness to accommodate my schedule. He is always easy to talk to, and able to put things into laymans terms. He was able to work around my busy life to provide advice and guidance. Thanks to Lee , I now feel confident and secure in my pension planning. If you're looking for an IFA who is knowledgeable, patient, and genuinely has your best interests at heart, look no further. ---”

“Joe from Kind Wealth was incredibly helpful in securing me a mortgage to buy my first home. As a first time buyer I was slightly perplexed by the process but Joe took time to explain everything to me, even the stupid questions! I never felt under any pressure and knew that advice was only a phone call away if I needed it. Joe took time to understand my individual circumstances and requirements, offering tailored advice based on this. I appreciated his flexibility in submitting my application - we were applying at a time where rates changed daily, but this was never a problem. Thanks for such friendly, expert support. It made a daunting process feel much easier! I’d recommend Kind Wealth to anyone looking for help with their mortgage.”

“I've been benefiting from Steve's expertise for more than 20 years and have always had excellent advice and support. Steve and Martin are professional, experienced, very approachable and friendly. Finance isn't my forte but they always explain in ways I understand, and I learn more every time we meet.Highly recommended.”

“I have been using Alex as my Accountant for approx 2 years now. I don’t write many reviews but I felt on this occasion this was worthy of highlighting superb service. The speed of reply with my queries is quite incredible ( including outside office hours at times) I have had previous Accountants who just do a tick box service. This is certainly not the case here ( full personal service) and opened up numerous areas to save tax where ever possible. Without hesitation I recommend Alex to anyone out there who is not quite sure if there Current Accountant is giving them a Fully Comprehensive Service. Without any doubt what-so-ever I receive this currently with Alex”