Financial advisor service in Birmingham

“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 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.”

“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”

“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 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.”

“"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”

“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”

“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 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!”

“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.”

“We have been dealing with Simon’s company for over ten years. He and his company are very professional and efficient. We have friends who also use SRC Accountancy and have been with them even longer. Easy to deal with and very flexible would highly recommend. Jewellery Inspired.”

“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.”

“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.”

“I’ve been really impressed with the professionalism and reliability of my accountant. They explain everything clearly, respond quickly to my queries, and make accounting and tax work stress-free. Highly recommended for any business owner looking for accurate and trustworthy service.”

“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”

“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! ☺️”

“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!”

“I’ve been working with Plus One for nearly five years now, and I couldn’t be happier with their service. They’re professional, reliable, and always ready to help with any financial questions or challenges I face. Their team is thorough and efficient, making tax season stress-free. I trust them completely with my business finances and recommend them to anyone looking for top-notch accounting support.”

“Really friendly and helpful people, excellent experience with them. These will be my lifetime accountants. 100% will recommend”