3 Best Financial Services in Dudley

“Embrace Financial Services Dudley is a well-known financial services firm in Dudley. Simon Howell, the firm's financial advisor, has over 28 years of experience in financial services, including 18 years with a high street building society. He joined Embrace Financial Services in August 2018. Based in Dudley, Simon has extensive experience helping customers with their largest financial commitments, from initial contact to obtaining the keys to their new homes. He also assists new and existing customers with their remortgage needs. Embrace Financial Services offers remote appointments via video or phone for added convenience.”

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“Prosperity Wealth is an independent financial planning firm in Dudley. Matt Bell serves as the chief executive officer. Prosperity Wealth was established to help clients build and retain wealth, offering independent financial advice tailored to individual needs. The team at Prosperity Wealth specializes in all aspects of financial planning and wealth management, from tax to investment, and is committed to providing trustworthy, independent financial advice. With over 5,000 clients, 80 team members, 800 years of combined advisory experience, and £1 billion in funds under management, they are well equipped to serve your financial needs.”

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“JPA Financial Services Ltd is one of the leading financial consulting firms founded by John Bresnan in Dudley. The JPA Financial Services Ltd team is dedicated to helping you make the right decisions about your pensions, savings, and investments. The Financial Conduct Authority regulates them and uses solutions from the entire market to best meet your financial priorities and needs. Any advice or recommendations are provided only after assessing your needs, financial objectives, attitude to risk, and capacity to bear potential losses. They will also consider any restrictions you wish to place on the type of products or investment strategies you are willing to consider. The initial meeting is at their cost, during which they gather information about your existing financial arrangements and full personal circumstances to understand your investment knowledge, attitude, and tolerance towards investment risk.”

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