Best Financial Services in Solihull

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


1B The Exchange, 20A Poplar Road, Solihull B91 3AB Directions

Since 2009

Financial, Savings, Life, Estate, Trusts and Retirement Planning, Phased Drawdown, Lifetime and Fixed-Term Annuities, Employee Benefits, Income and Shareholder Protection, Equity Release, Critical Illness Cover, Life Assurance & Health Insurance

Lucent Financial Planning Ltd. is a down to earth and truly independent chartered financial planning firm based in the heart of the Midlands, Solihull. Their founding adviser, Steve Rowe, is a chartered financial planner specialising in pension planning. They give you guidance to help you make your own decisions by understanding your fears and ambitions. Free, no-obligation meeting to discuss your financial future.

Registration 8191924

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

TBR® Inspection Report


9 Station Road, Knowle, Solihull B93 0HL Directions

Since 2001

Savings, Pensions, Inheritance Tax, Investment and Life Insurance Advice, Bonds, Individual savings account, Family Protection, Home Insurance Services, Retirement Planning, Mortgages, Risk Assessment & Asset Allocation

MWS Financial Advisers Limited was formed in April 2001 by Directors, John Watts and Scott Matthews. The company offers bespoke, personal services from their offices in Knowle, or in your own home at a time to suit you. John and Scott have also built a team of highly qualified specialists, with years of experience, who offer the highest standard of financial services. Their flexible approach to financial services in Solihull and the surrounding area is very popular with their clients. The company offers a complimentary consultation.

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Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 2:00 pm
Sat & Sun Closed

TBR® Inspection Report


Corner Oak, 1 Homer Road, Solihull B91 3QG Directions

Since 2012

Wealth and Investment Management, Pensions, Retirement, Estate, Financial, Savings and Pension Planning, Life and Critical Illness Insurance, Income Protection, Lifetime Cashflow, Investment Risk & Inheritance Tax Planning

Prime Wealth Planning as independent financial advisers they provide their clients with financial planning that covers the entire marketplace. Has access to advanced lifetime cashflow modelling software which enables them to map out your financial future. They have in-house defined contribution and defined benefit (final salary) expertise. They have a depth of knowledge in wealth management, tax and accountancy services. Free quote and no-obligation meeting. The business serves also in Birmingham and Coventry.

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Mon - Thu 9:00 am - 5:30 pm
Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report