3 Best Financial Services in Birmingham

“Henwood Court Financial Planning Limited is an award-winning financial planner 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 recognized 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.”

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“Jordan Financial Management has been helping clients for over two decades to succeed in growing and protecting their wealth. Mike Jordan is the director and independent financial advisor of the firm. He is a member of the Personal Finance Society and Society of Will Writers and holds a diploma in financial planning. Mike has provided independent financial advice for over 25 years. His breadth of financial products and planning knowledge has helped some 1,500 clients make better use of their money, including writing their 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. The firm also provides parking for clients and visitors.”

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“Affinity Financial Planning has delivered 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.”

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