Best financial advisors in Birmingham: find options near you

We used SJ Financial Services to get our first mortgage after they had been recommended to us by a friend. I cannot recommend their services highly enough, Stuart and the whole team made sure we understood all of our options and stayed in touch throughout the whole process. Nothing was ever too much for them and they made the process easy and stress free. I wouldn’t hesitate to use them again, thank you to the whole team for all their hard work to get us the best deal!

The Team at this company are Amazing and so efficient at what they do. I can’t recommend them enough. They are dealing with multiple applications for me, and I’ve been very impressed with how they haveare handling things. Charlotte is brilliant at what she does, thank you for your hard work and the way we worked as a team to get things done in a short amount of time was outstanding. I’m very grateful for how easy and professional it has been to work with you, keep up the great work.

What a great company, they were so helpful with the whole process giving me all my options and supporting me with my decisions. There replies on emails where swift and any queries I had were answered quickly. Stuart was amazing and I’d highly recommend this service and company.

I have remortgaged through SJ Financial Solutions 3 times and I shall continue to do so.

The service is impeccable. I usually deal with Deb who is highly knowledgeable, quick to organise mortgage options and is ready to help with anything and everything mortgage related in a fuss free manner. The cost is of the service is cheap, especially compared to the care taken with thier customers

The service has been invaluable, I would not like to return to arranging my own mortgage and I’ll be sticking with the company until my mortgage comes to an end.

Would highly recommend SJ Financial Solutions – I have used them for around 9 years now and will continue too! Stuart & the team have always been a big help with house purchases, re-mortgages, life insurance etc. A lovely team of people who go over and above to help – thanks guys (specially with my latest house purchase!)

The staff at SJ Financial Solutions are amazing. They are friendly, enthusiastic, and very professional. All my enquiries, no matter how small or ‘novice’, were promptly responded by the Charlotte my mortgage adviser. She has been extremely supportive and approachable and return my emails promptly.

It has been a pleasure to work with all the staff here. We are so blessed to have these guys helped with the purchasing of our first house. Thank you so much.

We just want to say a huge thankyou too the team at sj financial, we thought we would never be able to get a mortgage or ever have the chance to buy our first family home, but with the help from sj financial it all came true, the team really are miracle workers, if we could give them more than 5 stars we would! They always checked in on us throughout the whole journey, and we will definitely recommend this company to all our friends and family. Thankyou again to Amanda, becky, Angela and the rest of the team for making our dreams come true.

Emily & Aimee

I’ve recently been working with Whateley Wealth Management regarding access to my Prudential and Scottish Widows fund information. Ellie-Jade and Gurveer have been incredibly helpful throughout the process.
I received my login details promptly and was able to access the relevant portals in the end without issue.
Although the Whateley portal is currently undergoing updates and doesn’t reflect real-time data, I appreciated the clear communication and guidance to use the official fund platforms in the meantime. Their responsiveness and professionalism made the whole experience smooth and reassuring.
Highly recommend their services for anyone looking for reliable financial support and advice.
— Mark Valentine

Very happy with the service.

This was my first appointment with Gurveer to discuss my pensions.

I found him to be very polite, professional and easy to discuss personal details with.

He fully explained everything I needed to know and was checking in with me to make sure I fully understood as we went along as I really was unsure what I had and what my options are.

I would definitely recommend.

I came to whateley wealth management and met Nasreen for pension advice. From the moment I net her, I felt really comfortable and every question I asked, she listened attentively and I felt completely at ease and confident in her knowledge and honest advice. She is an asset to Whateley and I would advise anyone needing advice to go and see her. You wont be disappointed!!!

We had a meeting with Daisy today who was very friendly and helped us resolve our concerns regarding a private pension, we had a lot of questions and she took time to answer each one. Such a very pleasant lady.

Was put in touch with Gurveer who explained the transfer and investing of my pensions step by step. Excellent communication throughout. Very satisfied

Gurveer is very knowledgeable and very professional. He always asks me if I have any questions or if there is anything I don’t understand and explains everything in an easy to understand manner.

Nasreen has given me excellent advice on the best way to get the most out of my pension investments . Meeting Nasreen for the first time she immediately put me at my ease, patiently explained in detail my options. I feel confident that my investments are now being well managed. I can absolutely recommend Nasreen and Whateley Wealth Management.

my wife and I have had excellent service and advice from Alexander Matthieu, when seeking advice on our pension pots. We had very little idea on how to proceed until we talked to him. He is extremely approachable, patient and professional and his attention to detail is second to none. I came away from our last meeting feeling much happier and confident about the future. I will have no hesitation in recommending Southcote Financial Limited to anyone seeking knowledgeable and sound advice

We transferred our personal and financial affairs from Will Kiely to Alexander Matthieu, following Will’s suggestion that Alexander was more suited to our personal circumstances. He is not only very knowledgeable and professional, but is so approachable and friendly that he makes you feel completely at ease. Our financial needs have been very thoroughly considered. We have been offered expert advice with an attention to detail and everything has been explained clearly. We can not recommend Alexander more highly.

Alexander Matthieu is a wonderful and knowledgeable Wealth Management Consultant. He helped us enormously with a life changing decision regarding my pension pot. He provided expert guidance, was enthusiastic and explained everything in detail to us. 100% recommend Alexander.

I was recommended to Southcote financial Ltd, by my sister who has received excellent service from Will Kiely over a number of years and I am very grateful that she did. After 40 years of working and planning for the future with different advisors and varying levels of success and recent frustration, I had my first meeting with Alexander Matthieu, he instantly put me at ease and over number of meetings has come up with a plan for me for the coming years. For the first time I feel like someone is listening to what I want and helping me to achieve it. He has at all times been friendly, helpful and professional, displaying a wide knowledge of the financial industry, I only wish I had come across him sooner. All of the staff that I have met at SFL have been friendly and caring and I would recommend them to anyone without hesitation. I am looking forward to a long and happy association with this company.

Alexander has been amazing at sorting out my finances.

I lost count how many times I asked him to explain the same things to me. If awards were given out for patient people, I would nominate, and/or vote for, Alexander.

Alexander’s services and advice have been exceptional to say the least. Pension consolidation and a trust fund for our baby have been set up in record time, with very clear information, easy to understand even for us with limited understanding of financial terms. We were very impressed with his knowledge and realistic advice based on our circumstances. Risks and benefits have been clearly explained in order for us to make the right decisions. We are looking forward to working more with Alexander in the future and we recommend him to anyone who is looking for a trustworthy and competent advisor!

I had some complicated situation with pension abroad and Alexander helped me understand better to make a decision. I appreciate the clear way he explains difficult matters. I would definitely recommend and would come to him for further advice. Very friendly all round too.

I am happy to write this review as Chris has been my financial adviser for the past 10 years. Galileo Wealth has continually offered a friendly, informative and professional service throughout this time in what I have since learned is a highly regulated financial service requiring at times, personnel with the necessary knowledge and background to ensure the level of service required.

I’m very happy to write this review for Galileo Wealth. I have been working with them for over four years now without a hitch. The markets can go up and down, but Galileo’s attention to detail, communication and level of service is always excellent.
I am looking forward to continuing this relationship for many years to come.

Performance is excellent, and service is top-class. They are always there when I need them, and no matter how large or small the task, it is handled in a friendly and professional way. Top marks, Galileo Wealth Team!

“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

I’ve been working with Galileo Wealth for 6 months, and I have received 2 quarterly reviews. I’m very happy with my decision to work with them. Very professional company with a high level of service.

Chris Hall was really helpful. My situation is not run-of-the-mill because I now live in a tax haven, so everything I Googled didn’t fit my circumstances and was very confusing. Chris gave a prompt answer and clarified everything. Thank you.

I recently became a client of Galileo Wealth. I found the initial meetings informative and of high quality. Recommendations were tailored to me, and they seem of good value within the marketplace.

Had a financial planning session today with my mum and it was a really positive experience. Everything was explained clearly and in a way that was easy to understand. Darshan took the time to listen, get to know us, and really understand our needs. He was professional, friendly, and made the whole process feel comfortable and informative. Would definitely recommend!

Had a very helpful meeting with Darshan. He explained what his company could over and their duty of care for their customers. I felt he understand my query and was able to give me good advice. He spend an hour with me and left with the clarity I was looking for. I would highly recommend Darshan and his firm.

Had a meeting with Darsham today who was a lovely gentleman he clarified all my concerns i left feeling confident about the decisions i had to make i highly recommend him.

I had a very helpful appointment with Darshan which helped me clarify my financial goals. I felt very heard, and appreciated the professional, courteous and informed support I received.

Went down today. Had a free consultation. The owner helped me with the bad situation I am in now.

Will definitely be seeing him in future for more planning.

Really happy with the service.

Visited the office yesterday for some financial advice around my pension.
Darshan spent over an hour with me explaining my options very thoroughly. He was very knowledgeable and professional.
I would definitely recommend the team at Affinity Financial Planning.

It has been such a great experience meeting Darshan, Lindsey and the team from Affinity. I have met quite a lot of financial advisors in recent years and was very keen to find someone who i could actually meet face to face and speak to, who understood my goals and aspirations and who i felt i could really trust. I have been delighted with the level of expertise and the friendly, warm approach by the team. And of course, it’s nice to see my wealth increasing already too and we only started quite recently. would highly recommend. 🙂

Lisa and her team are simply outstanding. When I was offered a redundancy package I spoke with Lisa who expertly guided me through the extremely complex and, to me, unknown world of pensions and financial planning, taking time to understand my personal circumstances and make me feel confident that my future would be both financially comfortable and secure. Lisa and her team are always available to give sound advice and guidance on all aspects of my financial well-being. I highly recommend Footes to all my friends and family.

Lisa and the team have been and still continue to be very professional. They have always helped me with any issues that I’ve had. As well as providing a professional service they are always friendly and helpful and very informative too.

We needed to find a recommended SOLLA registered advisor to assist us in the financial planning of our mothers on going residential care fees.

Lisa’s expertise & knowledge of the financial products associated to this long term care requirement was just what we needed.

Taking out a care annuity is a big financial decision, but with Lisa & her teams research into the facts, figures &
additional advice associated to this type of product, gave us the confidence we needed to go ahead and purchase one for our mothers residential care requirement.

In addition, from the start to the end of the process, communication from Lisa & her team was second to none.

From our own experience, would have no hesitation in recommending this company to others.

Lisa and her team are trustworthy knowledgeable and above all friendly we’ve been with her since the beginning

Footes have sorted my finances superbly. An excellent team headed by Lisa. Always there with any queries or worries.

Lisa and the team have always been very professional and offered sound advice on my investments.

Lisa gives consistently sound advice and is always contactable.