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BEST RATED SOLIHULL, UK FINANCIAL SERVICES

3 Best Financial Services in Solihull, UK

Expert-recommended Top 3 Financial Services in Solihull, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

MWS Financial Advisers Limited
MWS Financial Advisers Limited
7+ YEARS IN TBR
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MWS FINANCIAL ADVISERS LIMITED

(4.9 Score)
9 Station Road, Knowle, Solihull B93 0HL, UK Directions

Since 2001

Speciality:

✓ Pensions ✓ Asset Allocation ✓ Retirement Planning ✓ Investment ✓ Mortgages ✓ Investments ✓ Home and Landlords Insurance ✓ Protecting Yourself and Your Family ✓ Life Insurance ✓ Critical Illness ✓ Income Protection ✓ Accident ✓ Sickness and Unemployment (ASU) ✓ Business Protection ✓ Key Persons Insurance ✓ Share Protection ✓ Business Loan Protection ✓ Relevant Life Plans ✓ Buildings and Contents Insurance

“MWS Financial Advisers Limited offers its clients bespoke, clear and impartial advice on all types of financial services and products. This is an economic consultancy firm that has been serving since 2001. Scott Matthews and John Watts are the directors and financial advisers at MWS Financial Advisers Limited. They have built a team of highly qualified specialists with years of experience who offer their clients the highest standard of financial services. Their advisors are readily available to offer supplementary guidance and updates. 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 your home at a time that suits you. MWS Financial Advisers Limited provides a complimentary consultation.

2025 Update: They provide a plan tailored to your needs and ongoing support. MWS Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority.”

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Registration 04205904

Contact:

01564 772131

Mon & Tue: 9am - 5pm
Wed & Thu: 9am - 4:30pm
Fri: 9am - 2:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Lucent Financial Planning Ltd.
Lucent Financial Planning Ltd.
Lucent Financial Planning Ltd.
Solihull financial services Lucent Financial Planning Ltd. video
8+ YEARS IN TBR
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LUCENT FINANCIAL PLANNING LTD.

(4.8 Score)
1B The Exchange, 20A Poplar Road, Solihull B91 3AB, UK Directions

Since 2009

Speciality:

✓ Financial Plan for Individuals and Families ✓ Financial Plan for Business Owners ✓ Retirement Planning and Pensions Review ✓ Inheritance Tax Planning ✓ Investment Management ✓ Tax Planning ✓ Financial Protection ✓ Cashflow Modelling

“Lucent Financial Planning Ltd. is a human-led financial planning firm with the support of a friendly team of chartered financial planners. Steve Rowe is a Director & Chartered Financial Planner of Lucent Financial Planning Ltd. The team has the knowledge and skills to deliver the highest quality advice to all its clients. The team guides you to help you make your own decisions by understanding your fears and ambitions in financial planning. They are committed to providing the best service possible, with a friendly approach. They also offer free, no-obligation consultations to discuss your financial future. They provide friendly financial planning for your exciting future.

2025 Update: Their modern office has Wi-Fi access, Charging points for phones/laptops and Private breakout spaces if clients need a quiet moment. They provide complimentary parking.”

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Registration 08191924

Price:

Financial Plan Starts from £3,000

Contact:

0121 705 1000

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

TBR® Inspection Report:

Derek Mills Wealth Consultancy
Derek Mills Wealth Consultancy
Derek Mills Wealth Consultancy
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DEREK MILLS WEALTH CONSULTANCY

(4.8 Score)
No. 8, The Pavilions, Shirley, Cranmore Drive, Solihull B90 4SB, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Corporate Planning

“Derek Mills Wealth Consultancy's mission is to empower you to create wealth that transcends your family's generations. Derek R. Mills is an Investment Planning and Inheritance Tax Planning Specialist and a Practice Principal of Derek Mills Wealth Consultancy. They are not just a wealth manager and financial advisors but architects of dreams and collaborators in the family legacy building. Derek Mills Wealth Consultancy provides a wide range of services for those who want to build, grow, protect, or preserve their wealth. They help you imagine the future you want for yourself and your family.

2025 Update: They specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.”

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Registration 07526241

Contact:

0121 663 1296

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

TBR® Inspection Report:

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MWS FINANCIAL ADVISERS LIMITED REVIEWS

I have used MWS for many years - they have looked after me well. We recently needed a mortgage but of being senior years 60 & 70 we were not sure of being able to get one. Ollie was an absolute star - researching and finding various options for us and then explaining the differences clearly for us to understand the short and long term differences. We finally decided on a mortgage and Ollie sorted everything out saving much time and angst. I would recommend Ollie Watts to the highest.

Ollie helped me secure a remortgage and also collated several of my pensions into one platform. Ollie made the process easy and was very helpful throughout. Pensions and remortgaging can be somewhat complicated however, Ollie had a great way of simplifying the technical jargon into something easy to understand! I have already recommended Ollie to my family and friends. I will 100% be using Ollie in the future for any remortgaging or financial advice.

Ollie has been a fantastic mortgage advisor over the last few months during the process of buying our first house. He has provided us with invaluable advice and made everything really easy to understand. Thank you, Ollie.

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LUCENT FINANCIAL PLANNING LTD. REVIEWS

I recently worked with Lucent for my financial planning and life management, and I'm really happy with their service. They took the time to understand my unique situation and goals, ensuring every recommendation aligned perfectly with my needs. A special mention goes to Keely, whose exceptional customer service made the entire process smooth, enjoyable and fun! I highly recommend Lucent for reliable, insightful, and personalized financial planning. They really stand out from the crowd and make the process enjoyable from start to finish.

Love these guys. Super nerdy on the stuff you want them to be nerdy on, and all round lovely for everything else.

Great service and financial planning advice. Very friendly people who work well as a team. I have recommended Lucent to others and would do so again.

DEREK MILLS WEALTH CONSULTANCY REVIEWS

Ever since we met Derek Mills at a seminar, he has always treated us as valued clients. Regardless of our varying personal circumstances, he has offered the highest quality support, advice and financial planning, tuned to our needs. We trust Derek and St. James's Place to achieve our future financial aims, and would not hesitate to recommend them.

We greatly value the relationship and trust built with Derek and his team, who provide excellent support by telephone and regular reviews. Derek has always looked to understand our needs, offer solutions and taken time to explain the detail and discuss the implications. As a result, we have been able to plan our financial future with sufficient flexibility to support changing needs and recently introduced our daughter as a client.

Derek Mills has always given me good advice, based on a series of initial meetings to establish my long term financial needs. These have been regular meetings where my portfolio has been reviewed, taking into account changes in my circumstances. I would not hesitate in recommending his services to others.

TBR® Inspection Score Report

MWS FINANCIAL ADVISERS LIMITED Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LUCENT FINANCIAL PLANNING LTD. Total Inspection Points: 116/120
Acknowledgements: 9
Complete Info: 9
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DEREK MILLS WEALTH CONSULTANCY Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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