3 Best Financial Services in Walsall, UK

Expert-recommended Top 3 Financial Services in Walsall, 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!

CJP Financial Planning
CJP Financial Planning
CJP Financial Planning
8+ YEARS IN TBR
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CJP FINANCIAL PLANNING

The Financial Advice Centre, 2 Queens parade, Bloxwich, Walsall WS3 2EX, UK Directions

Since 2013

Speciality:

Savings and Investments Capital Investment Bonds Offshore Collectives Junior ISAs National Savings Products Endowments ISAs Equities Collectives Unit Trusts OEICs Fixed Interest Investments Financial Planning Wealth Management Pensions Taxation Protection Business Protection Mortgages Equity Release Relationship Management Trust Information Lasting Power of Attorney National Employment Savings Trust (NEST) Occupational Pensions/Auto-Enrolment Annuities Income Drawdown/Unsecured Pension Personal Pensions Stakeholder State Pension SSAS Executive Pension Plan SIPP Long-Term Care Planning

CJP Financial Planning aims to pave the way for a more secure financial future for you, your family and businesses of all sizes. John Yates, the firm's financial adviser and managing director, established his own company in 1996 and launched CJP Financial Planning in 2013 to focus on wealth management. 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.

2025 Update: John Yates has more than 30 years’ experience in financial services and his specialisms include pension transfers, investments, long-term care and inheritance tax planning. CJP Financial Planning is based in Bloxwich but covers most of the West Midlands and Staffordshire. They also have clients as far away as Somerset, Mid and North Wales.

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Registration 08379265

Contact:

01922 665040

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

TBR® Inspection Report:

Lisa Lee Wealth Management Ltd
Lisa Lee Wealth Management Ltd
Lisa Lee Wealth Management Ltd
4+ YEARS IN TBR
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LISA LEE WEALTH MANAGEMENT LTD

28 Millers Walk, Pelsall, Walsall WS3 4QS, UK Directions

Since 2018

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 Inheritance Tax Gifts Later Life Planning Long-Term Care Estate Administration Wills and Powers of Attorney Professional Trustee Services Nearing Retirement Self-Invested Pension Plan Employed Employer Self-Employed Trustees

Lisa Lee Wealth Management Ltd is led by director Lisa Lee. With over 30 years of experience in financial services, Lisa has always prioritised 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.

2025 Update: They pride themselves on being forward-thinking, making the right planning decisions to meet their clients’ future aspirations. They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Registration 07013354

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3+ YEARS IN TBR
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STALWORTH WEALTH LTD

Watling Court, Orbital Plaza, Watling Street, Cannock, Walsall WS11 0EL, UK Directions

Since 2022

Speciality:

Planning Retirement Personal Pension Self-Invested Personal Pension (SIPP) At Retirement Pension Consolidation Investment Planning Individual Savings Accounts (ISA) Unit Trusts Investment Bonds Corporate Investments Life Insurance Critical Illness Insurance Income Protection Family Income Benefit Whole of Life Key Person Insurance Key Person Income Protection Relevant Life Insurance Shareholder Protection Loan Protection Executive Income Protection Health Insurance Home Insurance Mortgages

Stalworth Wealth is 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 personalised 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.

2025 Update: They strive to offer unbiased advice and customised solutions that are tailored to your unique needs and circumstances. They will regularly communicate with you and review your plan at agreed time intervals to make sure you remain on track to meet your lifestyle goals.

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Registration 12497190

Contact:

01543 548 011

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

TBR® Inspection Report:

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