Best retirement planning 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 have only had my first session but I felt compelled to write this. I had the pleasure of working with Jay Dhaliwal on my finances who was so approachable and helpful. We went through everything from the basics of what savings account would be ideal for a person of my professional background snd into what stocks and shares would be ideal to invest in. At no point did she make me feel small for lack of financial knowledge and at every step of the way she was encouraging of my goals to develop my financial literature. I am completely happy with Chase de Vere and will be using their services in future.

Fantastic, easy and professional experience dealing with the purchase of my first home and everything that came with it. Aaron Jassi is friendly and diligent, leaving no stone unturned when it comes to purchasing a house and has been great throguhout. Would recommend Chase De Vere to anyone wanting a mortgage advisor!

Absolutely fabulous. Aaron Jassi is efficient and provides with bespoke service based on financial requirements. He was always available to address concerns or questions. He ensured that the mortgage process was stress free and straightforward as it could possibly be. Highly recommended.

Had my initial meeting with Jay and she was absolutely brilliant! I’m not proficient in finance or the finance world, and so she kept everything very simple for me to understand. We discussed what my financial aspirations are and in turn the best short and long-term plans to best achieve this. Jay gave me lots of tips and tricks I hadn’t thought about or read about before and I left the meeting feeling a lot more confident and comfortable in making appropriate savings decisions. As a clinician, it was beneficial and comforting knowing Jay understood NHS pay schemes (including pension). I would highly recommend other medics to have consultation meetings with Jay!

I chose Chase de Vere primarily because was recommended for dealing with medical professionals. I am very grateful to Aaron Joshi for helping me successfully throughout the mortgage process. From the very beginning of my application, he was most helpful and supportive with regards to finding the best bespoke deal to maximise the amount of borrowing. Despite some challenges with the lender’s assessment of the case, Aaron made this process as smooth and efficient as possible. He was extremely responsive, patient and most importantly very proactive. I was getting updates from him as soon as there was a new development (even out of hours and also updating other parties involved such as the estate agent) and he explained everything into detail for me – outstanding customer focus. I will 100% recommend Chase de Vere to everyone. Thank you for guiding me through this so professionally and with real understanding and personality. Keep up the excellent work – Yasser

Many thanks to Aaron Jassi for his help and guidance throughout the mortgage process. Aaron went above and beyond to secure me the best rate available for my mortgage, it was reassuring to know that he was easily contactable and very proactive at pushing the process along. I wholeheartedly recommend Aaron’s services to anyone in the property market.

I wanted to express my appreciation for the guidance and support throughout my mortgage journey. Aaron’s expertise and dedication have helped securing a good mortgage deal, particularly noting the currently high interest rates. From the very first consultation, Aaron displayed an understanding of my unique needs and goals, patiently addressed all my questions and ensuring I had a comprehensive understanding of the options available to me. Happy with my choice.

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.

My experience with Wesleyan has just been frustrating. I first contacted them to get advice about my upcoming retirement and investments. Because of my working hours, I was given a 6 p.m. appointment with an adviser. I rushed home that day, sat in front of my computer prepared for the call—but no one called me.

After waiting 20 minutes, I phoned the number in my confirmation email to ask why no one had contacted me. I was told that their records showed someone had called me! The customer support agent apologised and rescheduled my appointment for the following week, again at 6 p.m.

When that day came, I rushed home early once more, sat at my computer 15 minutes before the appointment, and waited. Yet again, no call. After 15 minutes, I contacted customer support. They checked all my details, mobile number, but couldn’t explain why I hadn’t been contacted. They offered to book me another appointment for the next week, but by then I was upset and unsure about the whole situation. I told them I didn’t want to make another booking for now.

I hope the company realises that a serious customer is unlikely to trust them again—or return to seek advice or investment.

I invested money with Wesleyan some 9 years ago and wish l hadn’t been taken in. It’s not about the performance of the investment it’s about the lack of follow up advice and consistency.
As an example, some 3 years ago l tried to get an appointment with my adviser several times but got no response. When l eventually secured one they literally didn’t attend. I tried again. No response. I then made a formal complaint. Nothing was researched properly and l was phobed off. I complained again with solid evidence of emails and phone calls. I then received a reply, skirting over the issues, saying meetings weren’t booked in diaries, apologising and offering £200 in compensation.
Fast forward to this month when l again needed to speak to an adviser. Passed from pillar to post; given numbers of departments that weren’t open; then when they were open it was the wrong department. Eventually a meeting was organised but the adviser phoned me yesterday to say if l want to speak to them it’s now £300 (+ vat) per year!
Something tells me they are smooth at taking your money but not so smooth at facilitating efficient withdrawals.
So my advice to you is if you want ongoing bits of advice, if you want a company who are transparent, who have efficient systems of communication, a good level of customer service and who take customer dissatisfaction seriously, avoid Wesleyan.

We received excellent advice and service from our Wesleyan Financial advisor, Colin and would definitely recommend his services. We started receiving financial advice from him several years before our retirement and his expertise has been invaluable throughout. It enabled us to make informed choices and the decision to retire earlier than we had previously thought we could. He was interested in finding out about our attitudes to life and finances, answered our many questions and explained finances and investments clearly so we were able to make smart investment choices to meet our individual needs. All our options were clearly presented to us with no pressure for us to purchase products. Any correspondence was answered promptly and we had the benefits of face to face meetings. Our heartfelt thanks go to Colin at Wesleyan for providing us with a top class service.

Richard went above and beyond in helping us secure our mortgage and navigate different aspect of the home buying process. He actively supported us in coordinating with solicitors, our seller’s agent, and all the challenges along the way. I genuinely believe that our deal might not have gone as smoothly without his incredible help.

His dedication, kindness, and professionalism were exceptional, and we are forever grateful for his guidance.

I would wholeheartedly recommend him to anyone in need of mortgage advice or support.

Thank you for everything, Richard!

Had an amazing experience with Owen who helped us to understand what was possible with our mortgage and was an incredibly stable and supportive presence during a really stressful move.

Seamus King should receive an award for his levels of professionalism, tenacity and industry knowledge. We felt we had reached the end of the road with a mortgage application, however not only did Seamus persist and secure us a mortgage to allow us to complete on our desired property, he also secured a very competitive rate. He was always available to discuss issues and dealt with concerns from estate agents also. He has steered us safely through the house purchase not jut through the mortgage provision but also through our life insurance policy and income protection to secure our family finances. Even when we felt it was time to quit and even the company themselves suggested Seamus may turn his attention to other business he delivered for us. We are incredibly grateful and cannot recommend him enough to others especially dental professionals who may require a similar service.

We were provided first rate mortgage advice by Ifty as first-time buyers. He listened carefully to our needs and situation. He took time to carefully explain the features of each product and how it works as well as the overall process of house buying.
We never felt rushed or pressured into a situation and are happy with the mortgage offer which we ultimately received.

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.

Lowe Sawyer are very professional and provide a high-quality service. I am relatively new to investments but Lowe Sawyer came recommended by a colleague who had also used their services. From the get-go it was clear that Russell really knows his stuff. He gave extremely sensible and pragmatic advice and maintained a good level of communication post our initial discussion. Furthermore, the returns on my investments have exceeded my expectations and as such, I will continue to use them for my future investment requirements. Highly recommended!

I have dealt with Lowe Sawyer Financial Planning for a number of years. I always receive good quality advice in a friendly but professional manner.
The partners are all extremely knowledgeable and regularly communicate with me to make sure my money is being invested to provide the best returns.

Simply put – I wouldnt want anyone else managing my investments – James is vastly knowledgable and is always on hand when I have questions. The service is exemplary and I would strongly recommend if you are looking for anyone to handle your financial investments that you get in touch with Lowe Sawyer. First Class.

The service and advise that Russell and the team have provided me with has been excellent, carefully explaining all options available and leaving me safe in the knowledge that mine and my family’s best interests are being looked after. The return on my investments has been very impressive and the regular communication reassures me my money is in safe hands

I have dealt with Russell for a number of years and the service he provides is second to none, even during a tough year my investments have performed well and he has kept me well informed along the way. Can’t recommend enough for a professional service.

A great service than is broken down into easily understandable financial advice. I have used them for both my personal and business needs. They were excellent when it came to help setting up a company pension scheme and I would happily recommend them to friends and peers alike.

Sound, savvy and personal advice from an expert team. I’m confident my money is in the best hands here, and am very pleased with the investment returns.