Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Birmingham (out of 586)

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260 reviews

37 recent reviews

4.9 out of 5

Thomas Dickson

Wealthwide Limited

260 reviews

37 recent reviews

Top Rated 2024

Thomas Dickson

Wealthwide Limited

0121 347 6924

At Wealthwide, we help principal, associate and retired dentists to live the life they want without the fear o...

At Wealthwide, we help principal, associate and retired dentists to live the life they want without the fear of running out of money. We call this process Financial Planning. Our ...

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Birmingham (1.73 miles away)

Independent Financial Adviser

Verified since October, 2017

Savings/pensions: Over £500,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

89 reviews

48 recent reviews

4.8 out of 5

Rudy Smith

Ascot Lloyd

89 reviews

48 recent reviews

Top Rated 2024

Rudy Smith

Ascot Lloyd

0121 366 8422

My focus is to give clients time and quality advice to achieve their goals with a level of understanding that ...

My focus is to give clients time and quality advice to achieve their goals with a level of understanding that allows them to be comfortable with the decision-making process while e...

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Birmingham (0.49 miles away)

Independent Financial Adviser

Verified since December, 2020

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Top Rated 2024

124 reviews

22 recent reviews

4.8 out of 5

Laura Salter

Forvis Mazars

124 reviews

22 recent reviews

Top Rated 2024

Laura Salter

Forvis Mazars

0121 659 8159

Laura is an Chartered Financial Adviser at Forvis Mazars. Laura is responsible for leading the Birmingham Fina...

Laura is an Chartered Financial Adviser at Forvis Mazars. Laura is responsible for leading the Birmingham Financial Planning team and for a wide range of Midlands-based clients. Sh...

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Birmingham (0.68 miles away)

Independent Financial Adviser

Verified since June, 2020

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

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107 reviews

26 recent reviews

4.8 out of 5

Richard Venner

Charles Stanley

107 reviews

26 recent reviews

Richard Venner

Charles Stanley

0121 659 8158

Richard is a Director of Charles Stanley Financial Planning with responsibility for the strategic direction an...

Richard is a Director of Charles Stanley Financial Planning with responsibility for the strategic direction and development of the business. He retains a large business practice wh...

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Birmingham (1.66 miles away)

Restricted Financial Adviser

Verified since August, 2020

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more

75 reviews

26 recent reviews

4.8 out of 5

Mark Davies

Charles Stanley

75 reviews

26 recent reviews

Mark Davies

Charles Stanley

0121 366 8422

I have been a Financial Planner since 1991, providing advice to high net worth personal and corporate clients ...

I have been a Financial Planner since 1991, providing advice to high net worth personal and corporate clients that require lifestyle financial planning and seek a professional ongo...

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Birmingham (1.66 miles away)

Restricted Financial Adviser

Verified since August, 2020

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more