BEST RATED BIRMINGHAM, UK FINANCIAL SERVICES

3 Best Financial Services in Birmingham, UK

Name: 3 Best Financial Services in Birmingham, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Birmingham, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Henwood Court Financial Planning Limited

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HENWOOD COURT FINANCIAL PLANNING LIMITED

4.9

20 Country Park View, Sutton Coldfield, Birmingham B76 1TE, UK Directions

Since 2004

Speciality:

“Henwood Court Financial Planning Limited is a multi-award-winning Chartered financial planning and wealth management firm that does much more than provide advice on tax savings and investments. Nick Platt is the managing director and financial planner of the firm. He and his team are proud to be chartered financial planners recognised with multiple awards. They offer independent, honest advice and deliver ultimate confidence and peace of mind. They are financial and lifestyle planners who coach and help you through major decisions. Financial Planning will challenge and push you when needed, inspiring you every step of the way. The team enables you to live your life through smart money management. They specialise in delivering a unique personal service to business owners before and at the point of exit. They work hard to provide great advice and improve their clients' financial performance.

2025 Update: They do things better, delivering massive peace of mind and contentment to their clients and their families through the careful management of their money. They are accredited to the Pension Transfer Gold Standard, providing their clients with reassurance in the advice they receive. They are proud to be Chartered Financial Planners in Sutton Coldfield, Birmingham, as awarded by the Chartered Insurance Institute (CII).”

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JORDAN FINANCIAL MANAGEMENT

4.8

The Guildhall, 32 Lichfield Road, The Royal Town of Sutton Coldfield, Sutton Coldfield, Birmingham B74 2NJ, UK Directions

Since 1998

Speciality:

✓ Financial Planning ✓ Pensions and Retirement Planning ✓ Savings and Investments ✓ Planning for Long-Term Care ✓ Wills ✓ Estates and Inheritance Tax ✓ Estate Planning ✓ Make a Will ✓ Lasting Powers of Attorney ✓ Business Owners ✓ Medical Professionals ✓ Legal Professionals ✓ People Experiencing Divorce ✓ Trustees of Trusts ✓ Young Professional Wealth Builder ✓ Recipient of an Inheritance ✓ Personal Injury Award Recipients ✓ Inheritance Tax ✓ Specialist Advice

“Jordan Financial Management has been helping clients for over two decades to succeed in growing and protecting their wealth. Mike Jordan is the Managing Director of the firm. He is a member of the Personal Finance Society and holds a diploma in financial planning. Mike has provided independent financial advice for over 30 years. His breadth of financial products and planning knowledge has helped over 1,500 clients make better use of their money, including assisting with wills and inheritance tax planning. The Jordan Financial Management Limited team offers expert personal advice on investments, trust investments, inheritance tax planning, long-term care funding, protection policies, pensions, and retirement planning.

2025 Update: They have a huge amount of knowledge and experience, and have assisted hundreds of people, from across the Midlands and Staffordshire, to achieve their financial goals. There are 4 free parking spaces reserved for clients of Jordan Financial Management. They also offer a free consultation.”

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AFFINITY FINANCIAL PLANNING

4.8

15 High Street, Harborne, Birmingham B17 9NT, UK Directions

Since 1999

Speciality:

“Affinity Financial Planning delivers professional and expert financial advice for pension, investment, and protection planning. Their services are built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives, they can tailor a financial strategy specific to your needs using the products and services of a carefully selected range of companies that share their high standards. They aim to create financial solutions by embracing their clients' goals to accumulate and preserve wealth. They inspire and empower clients to master their lives and achieve their dreams. Affinity Financial Planning's team offers skilled and expert financial advice for pension planning, investment planning, and protection.

2025 Update: Darshan Sekhon is the Principal and Financial Planning Consultant who has been a professional financial consultant for over 31 years and is Diploma qualified. The team has over 30 years of experience in this field.”

3 Best Financial Services in Birmingham, UK