BEST RATED » BIRMINGHAM » FINANCIAL SERVICES

3 Best Financial Services in Birmingham, UK

Expert recommended Top 3 Financial Services in Birmingham, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

THOMAS ANTHONY WEALTH MANAGEMENT LTD

45-51 Newhall Street, Cornwall Buildings, Birmingham B3 3QR DIRECTIONS

Since 2004

Here’s The Deal:
Thomas Anthony Financial Services Ltd is one of Birmingham's leading financial planning companies, UK. The company provides a comprehensive financial planning service for your pension, mortgage, and investment needs. The firm offers first-class personal and tailored services. Tom Theodorou is a mortgage advisor and director of Thomas Anthony Financial Services Ltd. He has been providing mortgage and protection since 1999. Nick Antoniou and Vass Koni are financial advisors and company directors of the firm. Nick has been giving financial services since 1982. Vass Koni is a registered Will Writer with the Society of Will Writers. The team explains the importance of pension planning and describes some of your options. Thomas Anthony Financial Services Ltd also has an office at 495 Green Lanes, London, N13 4BS.

SPECIALITY:
Life Insurance/Protection, Investment and Corporate Financial Advice, Pensions and Retirement Planning, General Insurance, Estate, Will’s and IHTP, Equity Release, Mortgage Advice, Health & Long Term Care

Registration #5066190

[email protected]

thomasanthony.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

AFFINITY FINANCIAL PLANNING

Grays Court, 15 High Street, Harborne, Birmingham B17 9NT DIRECTIONS

Since 1999

Here’s The Deal:
'Affinity Financial Planning' offers personal financial advice in Birmingham, England. Darshan Sekhon is the Principal of Affinity Financial Planning who has been a professional financial consultant for over 31 years. He is Diploma qualified. They are currently dealing with over 97 investments. By exploring your financial goals, they can tailor a financial strategy specific to your requirements using the products and services of a carefully chosen range of companies that share their high standards. They are in the business of building long-term relationships with their clients. Their mission is to create financial solutions by embracing their client's goals to accumulate and preserve wealth. They inspire and empower their clients to master their lives and live out their dreams.

SPECIALITY:
Pension, Investment Planning, Financial Advice, Wealth Management, Business and Personal Protection, Life Insurance, Payment Protection, Insurance, Life and Critical Illness Cover & Income Protection Insurance

Registration #04276804

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affinityfinancialplanning...

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

LOWE SAWYER FINANCIAL PLANNING LTD

1 High St, Coleshill, Birmingham B46 1AY DIRECTIONS

Since 2013

Here’s The Deal:
'Lowe Sawyer Financial Planning Ltd' specialises in giving high-quality personal advice on many aspects of wealth management and advises clients of various backgrounds and ages. With the combined industry experience of over 80 years, they are experts in providing a bespoke financial planning service dealing with individuals, families, and businesses. Russell Lowe, Julian Sawyer, and James Baird are directors of the 'Lowe Sawyer Financial Planning Ltd'. Russell Lowe works closely with Business owners in the SME space, focusing on protecting their business, maximising capital extraction, and retirement/succession planning. Julian Sawyer creates strategies to protect family capital, assist in Inheritance Tax and give Intergenerational Planning. James Baird advises clients in a number of important areas, including Building and Preserving Wealth, Managing Cash and Borrowings, Personal Protection against sickness or death, and Retirement Planning.

SPECIALITY:
Investment, Retirement, Protection Planning, Corporate Services, ISAs, Junior Isas, Unit Trusts, Growth and Income Portfolios, Discretionary and Stockbroking Services, Offshore Investments, Investing for Income, Investment Bonds, Maximising Your Pension Fund, Planning and Nearing Retirement, Self Invested Pension Plan

Registration #08396219

lowesawyerfp.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: