BEST RATED » SOLIHULL » FINANCIAL SERVICES

3 Best Financial Services in Solihull, UK

Expert recommended Top 3 Financial Services in Solihull, 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!

MWS FINANCIAL ADVISERS LIMITED.

9 Station Road, Knowle, Solihull B93 0HL Directions

Since 2001

Here’s The Deal:
MWS Financial Advisers Limited is a financial consultancy firm that has been serving since 2001. Scott Matthews and John Watts are the directors and financial advisers at the MWS Financial Advisers Limited. Scott has 15 years of working experience as a Prudential Assurance. John has 18 years of experience in the financial sector. 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 popular with their clients. The firm offers bespoke, personal services from their offices in Knowle, or in your own home at a time to suit you. MWS Financial Advisers Limited offers a complimentary consultation.

SPECIALITY:
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

Registration 04205904

[email protected]

mwsfa.co.uk

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Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report:

ERNEST GRANT

Stowe House, 1688 High Street, Knowle, Solihull B93 0LY Directions

Since 2010

Here’s The Deal:
Ernest Grant is the financial planning practice firm in Knowle, England. The firm has been giving quality HR technology tools, financial planning to private clients and financial services to businesses for over ten years. Paul Glover is the managing director at Ernest Grant. He works with a highly motivated and professional team who focuses on providing quality client service and continually improving their client's experiences and outcomes. He has over 20 years of experience in the financial field. They build on their proposition to private clients assisting private individuals in building, protecting and spending wealth. Besides, they have developed their workplace proposition to include proprietary, award-winning, cloud-based human resource information and management systems for business. Ernest Grant offers a free initial consultation.

SPECIALITY:
Estate, Retirement, Lifetime Financial, Wills and Estate Planning, Investment Services, Workplace Pensions and Financial Education, Pension Review Services, DB Investment Consultancy, Business Planning & Shareholding Protection

[email protected]

ernestgrant.com/private-c...

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Mon, Wed & Thu 8:00 am - 5:00 pm
Thu 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

LUCENT FINANCIAL PLANNING LTD.

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

Since 2009

Here’s The Deal:
Lucent Financial Planning Ltd is a down to earth and truly independent chartered financial planning firm based in the centre of the Midlands, Solihull. Steve Rowe is an independent financial adviser, and also he is the director of the Lucent Financial Planning Ltd. The team guides you to help you make your own decisions by understanding your fears and ambitions in financial plannings. Each member of their team is committed to giving the best service possible, with a friendly, human touch, and always with your best interests at heart. They pride themselves in doing the right thing by all of their clients. They work together with you to help you live the life you want. Lucent Financial Planning Ltd offers free, no-obligation meeting to discuss your financial future.

SPECIALITY:
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

Registration 8191924

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lucentfinancialplanning.c...

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

TBR® Inspection Report: