The 30 Best Financial service in Birmingham

“She saw us on December 30th, with an urgent request, when other notaries were on vacation. She did her job professionally! Thank you very much.”

“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”

“We had an urgent situation today and the team at Dash was absolutely amazing. They listened carefully, understood our case, and acted quickly to help us. Their professionalism and kindness made a stressful situation so much easier to handle. I am truly grateful for their support and would highly recommend Dash company to anyone looking for a reliable and caring insurance provider.”

“Setting up business insurance for Lift Engineering seemed daunting, working with Tom made it quite straightforward, has experience and understanding of my business sector. Would highly recommend Prospect Insurance Services ltd”

“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!”

“Aman is super helpful & efficient. He has made the process of buying my first home so smooth and as stress free as possible. He has kept in regular contact with me and I cannot recommend his services enough. Hes been a lifesaver, thanks so much Aman”

“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.”

“The support I received from Rob was excellent. He has a strong understanding of client-specific needs, takes a proactive approach, and makes the entire process smooth and hassle-free. I would highly recommend him without any hesitation for any mortgage-related work”

“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 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.”

“Chris helped me with renewing my mortgaga. He was really helpful and patient as it required alot of paperwork. He informed me of all the requirements and didn't rush into things giving me time to make right decisions. Overall its was a great experience.”

“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’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.”

“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.”

“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”

“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 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.”