3 Best Financial Services in Walsall

“CJP Financial Planning is an independent financial consulting firm in Walsall. John Yates, the firm's financial adviser and managing director, established his own business in 1996 and launched CJP Financial Planning in 2013 to focus on wealth management. Based in Bloxwich, CJP Financial Planning serves clients across the West Midlands and Staffordshire, with some clients as far away as Somerset, Mid, and North Wales. They pride themselves on offering a first-class yet fully flexible service, whether you need one-off advice on a single financial matter or a fully serviced ongoing account. Their understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.”

Read more

“Lisa Lee Wealth Management Ltd is a top-notch financial planning firm in Walsall, led by director Lisa Lee. With over 30 years of experience in financial services, Lisa has always prioritized her clients' needs. The team at Lisa Lee Wealth Management Ltd aims to build longstanding relationships that span generations, offering support and guidance to you and your family for years to come. They believe wealth transference is key to protecting clients' assets and benefiting future generations. By taking the time to understand your circumstances, goals, attitude, and future aspirations, they provide bespoke financial advice. With their extensive experience, they advise individuals and businesses in the West Midlands and beyond.”

Read more

“Stalworth Wealth is a well-known financial consulting firm in Walsall, led by managing director and financial planner Peter Stalworth. He and his team envision a world where everyone they work with can retire comfortably and confidently, knowing their financial future is secure. For them, this starts with establishing a solid foundation. As an independent firm, they offer whole-market advice on pensions, investments, insurance, and mortgages. Their mission is to help you achieve your retirement and investment goals, secure the right home mortgage, and ensure your family's lifelong financial security and resilience. They always put your interests first, listening carefully to understand your goals and aspirations and developing personalized strategies to meet your needs. Committed to building long-term relationships, they take great pride in the trust and confidence their clients place in them.”

Read more