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Browse retirement planning services in Birmingham. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 91 results in Birmingham. Average rating 2.5/5 based on 8,844 reviews & ratings. The listings below include retirement planning services from cities such as Birmingham, Solihull, Stourbridge, Bromsgrove, Halesowen and others.

Directory overview

  • 91 Total businesses
  • 2.5 Average rating
  • 53% With reviews
  • 46% With photos

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  1. 1
    Photo of Central Financial Services - 170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ, UK

    Central Financial Services

    ★★★★★ 5 Closed

    “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.”

    Address: 170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ, UK
    Phone: +44 121 314 7707
  2. 3
    Photo of Beats Financial Planning Ltd - 16 Oaklands, Curdworth, Sutton Coldfield B76 9HD, UK

    Beats Financial Planning Ltd

    ★★★★★ 5 Open

    “I have used Beats Financial Planning Ltd for a number of transactions including mortgage applications for various buy to let investments. This company acts with total integrity and will provide a timely breakdown of a wide range of mortgage products. I have no hesitation recommending them for excellent service.”

    Address: 16 Oaklands, Curdworth, Sutton Coldfield B76 9HD, UK
    Phone: +44 7779 333484
    Website: beatsfp.com
  3. 4
    Photo of Intelligent Finance Planning - Harvest House, 134 Sandon Rd, Bearwood, Smethwick B66 4AB, UK

    Intelligent Finance Planning

    ★★★★★ 5 Closed

    “As someone who worked with many mortgage brokers I can say these guys are honest, ethical, and great at what they do. I have used them for years and always recommend them to friends and family”

    Address: Harvest House, 134 Sandon Rd, Bearwood, Smethwick B66 4AB, UK
    Phone: +44 121 285 0701
  4. 5
    Photo of PPM Financial Planning - The Needle Factory, British Mills, Albert St, Redditch B97 4DA, UK

    PPM Financial Planning

    ★★★★★ 5 Closed

    “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.”

    Address: The Needle Factory, British Mills, Albert St, Redditch B97 4DA, UK
    Phone: +44 121 445 5694
    Website: ppm-ifa.co.uk
  1. 6

    Forward Planning IFA

    ★★★★★ 5 Open

    “Great knowledge and experience, local and very professional. Phil & Maxine have always supported us with all of our financial needs. Would highly recommend.”

    Address: 36 Westhead Rd N, Cookley, Kidderminster DY10 3TJ, UK
    Phone: +44 1562 851731
  1. 20
    Photo of Galileo Wealth - Grosvenor House, 11 St Paul's Square, Birmingham B3 1RB, UK

    Galileo Wealth

    ★★★★★ 5 Open

    “"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”

    Address: Grosvenor House, 11 St Paul's Square, Birmingham B3 1RB, UK
    Phone: +44 121 232 8668
    Website: galileo-wealth.com
  1. 23
    Photo of Craig Copley & Associates - 10 Northgate, Walsall Wood, Walsall WS9 9BU, UK

    Craig Copley & Associates

    ★★★★★ 5 Closed

    “We met Craig and he put our needs first and foremost for our Will writing and LPA. He was friendly and knowledgeable. He listened to us and then advised us. He had our interests at heart. I would highly recommend Craig.”

    Address: 10 Northgate, Walsall Wood, Walsall WS9 9BU, UK
    Phone: +44 1922 322192
    Website: craigcopley.co.uk
  2. 25
    Photo of JWC Financial Solutions Ltd - Unit 1, Hagley Mews, Hall Dr, Hagley, Stourbridge DY9 9LQ, UK

    JWC Financial Solutions Ltd

    ★★★★★ 5 Open

    “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.”

    Address: Unit 1, Hagley Mews, Hall Dr, Hagley, Stourbridge DY9 9LQ, UK
    Phone: +44 7730 070097
  1. 26
    Photo of Infinity Financial Advice - 19-21 Market St, Stourbridge DY8 1AB, UK

    Infinity Financial Advice

    ★★★★★ 5 Closed

    “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.”

    Address: 19-21 Market St, Stourbridge DY8 1AB, UK
    Phone: +44 330 223 1113
  2. 28
    Photo of Choice Finance - Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL, UK

    Choice Finance

    ★★★★★ 4.9 Closed

    “couldn’t recommend choice finance more. Previously dealt with Ryan who recently left, so when it came to remortgaging it was seamless in transitioning us to work with Rob and Kim, both of whom were incredible at what they do - so efficient, really good at keeping us in the loop & just really lovely friendly people. Would use them every time!”

    Address: Croft house, 45-47 High St, Aldridge, Walsall WS9 8NL, UK
    Phone: +44 800 161 5775
  3. 30
    Photo of Madoc & Rhodes ( LV) LTD - 151 Lea Village, Birmingham B33 9SJ, UK

    Madoc & Rhodes ( LV) LTD

    ★★★★☆ 4.6 Closed

    “Wow!!!, I have just renewed my home and contents insurance with the guys at Madoc and Rhodes and they have smashed my previous providers quotation out of the park. There excellent customer service and attention to details is first rate. Thank you to Paul and his excellent team I will be back without any hesitation when my car insurance is due for renewal:-)”

    Address: 151 Lea Village, Birmingham B33 9SJ, UK
    Phone: +44 121 783 7811
    Website: madocandrhodes.co.uk