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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 FINANCIAL ADVISORS

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

Since 2004

Here’s The Deal:
Thomas Anthony Financial Services Ltd provides a comprehensive financial planning service for all your pension, mortgage, and investment needs. The firm offers first-class personal and tailored services. Tom Theodorou is a mortgage advisor and director of the 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 explain the importance of pension planning and describe some of the options available to you. 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, Estate, Will’s and IHTP, Pensions and Retirement Planning, General Insurance, Equity Release, Mortgage Advice, Health & Long Term Care

Registration #5066190

[email protected]

thomasanthony.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

NEWSTEAD CLARK FINANCIAL SERVICES LTD.

11 Saint Paul's Square, Grosvenor House, Birmingham B3 1RB Directions

Since 2008

Here’s The Deal:
Newstead Clark Financial Services Ltd was initially formed as Newstead Financial Management Limited in 2000. Rob Clark is the director of the Newstead Clark Financial Services Ltd. The team provides a wide range of personal finance services to meet your specific requirements. They professionally explain the steps needed to meet your financial needs and share their assessment advice. They aim to give financial solutions that exactly match the needs of their clients and total dedication to this goal will continue to be the foundation of their success. Also, they offer a free consultation. Newstead Clark Financial Services Ltd has an office at First Floor, 2 Venture Court, W’ton Business Park, Wolverhampton.

SPECIALITY:
Shareholder Protection, Investment Management, Unit Trusts, Bonds, Individual Savings Accounts, Pension Advice and Retirement Review, Low-Risk National Savings, Debt Consolidation, Keyman Insurance, Asset Finance, Secured Loans & Commercial Mortgages

Registration #04461132

[email protected]

newsteadclark.co.uk

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

HENWOOD COURT FINANCIAL PLANNING LTD

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

Since 2004

Here’s The Deal:
Henwood Court Financial Planning Ltd is an award-winning financial planning firm based in Sutton Coldfield, Birmingham that delivers highly personalised financial advice. Nicholas Platt is a chartered financial planner and also MD of the Henwood Court Financial Planning Ltd. He has worked in the financial industry for over 25 years and founded Henwood Court in 2004. He specialises in investments, tax and pensions. The team works with people looking to reach and maintain financial independence. They strive to achieve bespoke independent advice to each client. The firm focuses on helping individuals and their families to get their life ambitions. Their clients are often within ten years of their retirement, at the point of their retirement, or into retirement, and partner with them so they can make smart decisions around pensions, investments, tax and estate planning.

SPECIALITY:
Financial and Retirement Planning, Investment, Cash Flow Management, Pension, Inheritance Tax, Retirement & Wealth Management

Moneyfacts Awards Retirement Adviser of the Year at the Investment Life & Pensions 2020

Registration #05280846

[email protected]

henwoodcourt.co.uk

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: