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5 Best Financial Services in Birmingham

Below is a list of the top and leading Financial Services in Birmingham. To help you find the best Financial Services located near you in Birmingham, we put together our own list based on this rating points list.

Birmingham’s Best Financial Services:

The top rated Financial Services in Birmingham are:

  • Thomas Anthony Financial Services Ltd – is an appointed representative of Thomas Anthony Wealth Management Ltd
  • Newstead Clark Financial Services Ltd – was originally formed as Newstead Financial Management Limited in 2000
  • Avenue Financial Services – is able to search for the most compelling mortgage option to meet your goals
  • Lifesecure Financial Services Birmingham – works alongside major insurance companies to provide life, health, and home insurance products
  • Barnett Ravenscroft Wealth Management – is a UK-based team of wealth managers and financial planners who believe in putting you first

Thomas Anthony Financial Services LtdSource - Pexels

Thomas Anthony Financial Services Ltd is an appointed representative of Thomas Anthony Wealth Management Ltd which is permitted and regulated by the Financial Conduct Authority. Thomas Anthony Financial Services Ltd based in London & Birmingham, offer a comprehensive financial planning service for all your Mortgage, Pension, and Investment needs.

Investing money needs careful attention and you need to be absolutely sure of the risks involved. Not only do you need to consider which mortgage is best for you, but you also need to think about which interest rate choices are most likely to suit your needs. They justify why pension planning is so important, and describe some of the options available for you.

Products/Services:

Investments, Mortgages, Pensions

LOCATION:

Address: Cornwall Buildings, 45-51 Newhall St, Birmingham B3 3QR
Phone: 121 213 4756
Website: www.thomasanthony.com

REVIEWS:

“A professional, straight forward and easy manner. My husband and I have been working with Vas for 15 years, from dealing with our mortgage to life insurance. All the stress and confusion is taken out of dealing with these complicated necessities. Most importantly we trust him with these important and serious requirements.” – T. Vids

Newstead Clark Financial Services LtdSource - Pexels

Newstead Clark Financial Services Ltd was originally formed as Newstead Financial Management Limited in 2000. The name changed to Newstead Clark Financial Services Limited in January 2008 after management buys out. Robert Clark is the motive power behind Newstead Clark and became the Managing Director in 2008 when he purchased the company. In 2008 Newstead Clark purchased Harrison Priddey in Bromsgrove.

They take pride in finding the right solution for each and every client. They offer a Free Consultation so that they can find out what you need and give you their initial feedback. Then they match your needs to what’s available in the marketplace that can meet your goals. They then share their assessment and professional advice with you and explain the steps needed to meet your needs, 100% hassle-free.

Products/Services:

Pensions, Investments, Private Health Insurance, Life Insurance, Mortgages, Secured Loans

LOCATION:

Address: Grosvenor House, 11 St Paul’s Square, Birmingham B3 1RB
Phone: 121 452 1511
Website: www.newsteadclark.co.uk

REVIEWS:

“Great customer service and sound advice from Rob, backed up by his excellent administration team.” – Carl B.

Avenue Financial ServicesAvenue Financial Services

Avenue Financial Services is able to search for the most compelling mortgage option to meet your goals from a panel of lenders representative of the whole market. They also have access to a panel of leading insurance providers enabling them to build insurance protection to fit around you. In this ever-changing world of financial services, you can rest assured that they are up to date with financial conduct compliance and current leading mortgage products that will adapt fully to your requirements.

They offer one to one personal meetings and conduct in-depth analysis in respect to establishing your current circumstances and future needs to enable them to identify a suitable mortgage and related protection cover for you. They will oversee your mortgage application, keeping in contact with each party, from estate agents, lenders, and valuers, to underwriters and solicitors, ensuring you can sit back, relax and leave much of the hard work to them.

Products/Services:

Mortgages, Equity Release, Insurance, Business Protection

LOCATION:

Address: The Coach House, 14a Frederick Rd, Birmingham B15 1JD
Phone: 844 683 7971
Website: www.avenuefinancialservices.co.uk

REVIEWS:

“I’ve dealt with Kevin Price at Avenue Financial Services and he is an excellent mortgage broker.” – Rob S.

Lifesecure Financial Services BirminghamLifesecure Financial Services Birmingham

Lifesecure Financial Services Birmingham works alongside major insurance companies to provide life, health, and home insurance products to their customers in the U.K. They are not tied to a particular insurer, they use established relationships across the whole insurance market to find the very best deals for you. Their team of expert advisors is highly trained to match their industry-leading protection plans to your individual needs. Their service is built specifically around you and your family’s protection needs.

Lifesecure uses a highly strict internal compliance process to ensure the very highest levels of customer service and quality assurance for your peace of mind. They are a specialist and focus on specific insurance sectors. They understand their products thoroughly so when you talk to them you know you are speaking with leading experts in the industry.

Products/Services:

Family Protection, Critical Illness Cover, Mortgage Protection, Health Protection

LOCATION:

Address: Construction House, 152 Amington Rd, Birmingham B25 8EL
Phone: 121 326 9980
Website: www.lifesecurefs.co.uk

REVIEWS:

“EXCELLENT COMPANY TO DEAL WITH! EXPERT ADVICE, QUALITY AND PEACE OF MIND! I spoke to Sam Wright at Lifesecure Financial Services in Birmingham. It was a cool, calm conversation where Sam listened to me, I listened to him, he assisted me and we even laughed about it too. At one stage I was not going to bother but as he offered good honest quality advice, very professional when dealing with my individual circumstances as my quote could not have been more accurately based on my own individual circumstances, mortgage balance, relationship and current status and lifestyle. I was most impressed as he was not out to make a quick commission. They are a great company you can trust to insure you and your family. Lifesecure have access to the cheapest premiums available on the market. That`s great advice with a price to match! There is no contract – you are free to leave any time and they will review your insurance every 2 years to ensure that you are getting the very best.” – Joe B.

Barnett Ravenscroft Wealth ManagementBarnett Ravenscroft Wealth Management

Barnett Ravenscroft Wealth Management is a UK-based team of wealth managers and financial planners who believe in putting you first. They provide a unique personal service to families, individuals, and trustees whose net worth exceeds £1 million. They firmly believe your money should work to enable to you live the life you want to lead. So, they take the time to truly understand your values and aspirations. Their evidence-based, low-fee investment philosophy is designed to grow and preserve your wealth – and achieve your lifestyle goals.

Establishing a close working relationship with you, they continually support you on your financial journey and, as their existing clients will testify, they are always just a call or email away. Their approach has been shaped by extensive research – they have traveled the world to learn from global experts and understand how they can best serve their clients. Barnett Ravenscroft Wealth Management is a small, highly qualified, and experienced team of wealth management specialists who are committed to finding out where you want to be and helping you get there.

Products/Services:

Lifestyle Planning, Risk Management, Tax Planning, Trusts & Estate Planning, Business Sales & Succession Planning

LOCATION:

Address: 13 Portland Rd, Birmingham B16 9HN
Phone: 121 454 0910
Website: www.brwm.co.uk

REVIEWS:

“Richard and the team are very knowledgeable and have a clear understandable approach to investing. They never “apply” a cookie-cutter approach and are all about listening and putting together a plan for you and your goals. Highly recommended.” – John S.

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