Financial consulting in Birmingham

“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!”

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

“Really really happy that onyx are looking after my business accounts. All the team are so helpful, knowledgeable, patient and approachable. Always available to help and advise. Special thanks to joseph, paresh and jaysel.”

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

“Excellent Accountants have used for several years - Clear, concise & knowledgable with a no-nonsense straight forward approach”

“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.”

“Helped me with various complicated pension schemes. Reviewed my investments which my previous IFA had not done for a long time. I now have a detailed plan to meet my desired retirement age which is reassuring.”

“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 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.”

“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.”

“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.”

“Excellent service, friendly but professional staff members.”