Find the Best Financial Advisers in Kidderminster

Browse financial advisers serving Kidderminster, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
Bank House Financial Planning is an independent financial advisory firm based in Staffordshire. We specialise in long-term financial planning for individuals approaching retirement, retirees, and business owners. Our holistic approach combines expert analysis with personalised strategies to help clients achieve their life goals.
Financial Planning Retirement Planning Business Owner Services
Peace of mind Knowledgeable team Clear communication
6 reviews
First Service Financial
Stourbridge, DY9 (6.4 mi mi)
25 Years
6 reviews
First Service Financial is an independent financial advisory firm providing tailored solutions for pensions, mortgages, investments, and estate planning. With FCA regulation since 2001, we combine technical expertise with client-centric service to deliver clear financial strategies. Our nationwide network of advisers offers free initial consultations to develop customised plans aligned with individual objectives.
Mortgages Financial Planning Pensions
Knowledgeable advisers Clear communication Comprehensive planning
5 reviews
Jordan Financial Management
Sutton Coldfield, B74 (21.5 mi mi)
28 Years
5 reviews
Jordan Financial Management provides expert financial planning services specialising in retirement strategies, investment management, and estate planning. With over 25 years of experience, we offer independent advice tailored to individual client needs across the Midlands region. Our FCA-regulated services combine cutting-edge financial technology with traditional advisory expertise to deliver sustainable wealth management solutions.
Financial Planning Retirement Planning Investment Management
Trust the advice Expert guidance No questions ridiculous
5 reviews
Secure Financial Solutions
West Bromwich, B71 (14.0 mi mi)
6 Years
5 reviews
Secure Financial Solutions provides expert mortgage advisory services and financial protection solutions across the UK. Specialising in first-time buyer mortgages, teacher-specific financing, and complex cases involving non-traditional income sources, we offer FCA-regulated advice tailored to individual circumstances. Our services combine access to a comprehensive lender panel with personalised support for life insurance, critical illness cover, and income protection.
Mortgage Advice Life Insurance Income Protection
Bateman Group
Warwick, CV34 (29.0 mi)
50+ Years
5 reviews
Bateman Group
Warwick, CV34 (29.0 mi mi)
50+ Years
5 reviews
The Bateman Group is a UK-based insurance and financial services provider with over 55 years of experience. We specialise in tailored business, personal, and specialist insurance solutions, including public liability, gallery insurance, and investment services. Our client-focused approach ensures bespoke financial planning, pension advice, and estate management to meet individual and corporate needs.
Public Liability Insurance Residential Landlord Insurance Gallery Insurance
Satisfied Customers Expert Service Competitive Rates
Coton Financial Management
Birmingham, B23 (15.8 mi mi)
Not rated yet
Coton Financial Management is an FCA-regulated financial advisory firm specialising in retirement planning, pensions, and tax-efficient investment strategies. With over three decades of experience, we provide personalised financial solutions to UK clients approaching or enjoying retirement. Our services focus on creating sustainable income streams and preserving wealth through tailored investment portfolios.
Retirement Advice Investments Family Protection
Professionally with great kindness Financially secure 100% trustworthy
Johnson Gibbs
Warwick, CV34 (29.0 mi)
44 Years
Emergency
Not rated yet
Johnson Gibbs
Warwick, CV34 (29.0 mi mi)
44 Years
Emergency
Not rated yet
Johnson Gibbs is an independent financial advisory firm offering global investment strategies, retirement planning, and corporate benefit solutions. With over four decades of experience since 1982, we prioritise long-term client relationships, responsible investment practices, and tailored financial planning. Our FCA-regulated services cater to private individuals and businesses seeking expert guidance in navigating complex financial markets.
Investment Strategies Retirement Planning Corporate Benefits
Good, sound, impartial advice Transparent & easy process Outstanding investment portfolio
Not rated yet
Ethical Adviser
Sutton Coldfield, B76 (21.5 mi mi)
20 Years
Not rated yet
Ethical Adviser provides independent financial planning services specialising in pensions, investments, and inheritance tax planning. We deliver tailored solutions that align with clients' ethical values while ensuring regulatory compliance. Our expertise helps individuals navigate complex financial decisions with confidence.
Pension Advice Investment Advice Inheritance Tax Planning
Trust, reliability Personalised service Expertise
Money Dr
Solihull, B93 (19.9 mi)
23 Years
Not rated yet
Money Dr
Solihull, B93 (19.9 mi mi)
23 Years
Not rated yet
Money Dr offers specialist financial planning services for medical professionals. Established in 2003, we provide tailored advice on pensions, investments, mortgages, and wealth preservation, with particular expertise in NHS Pension schemes. Our client-centric approach combines regulatory compliance with proactive, transparent solutions.
Wealth Management Investment Planning Pension Advice
Excellent investment returns Proactive adaptation to changes Saved thousands on mortgages
Not rated yet
MaherBrownsword
32 Years
Not rated yet
MaherBrownsword is a financial advisory firm established in 1994, offering bespoke solutions in pensions, investments, and estate planning. Our client-centric approach combines technical expertise with ethical investing principles to help individuals achieve financial security. Regulated by the Financial Conduct Authority, we prioritise transparency and long-term client relationships.
Investments Pensions Guidance Estate Planning
Fantastic service Clear, sound advice Outstanding service and advice
Sutton Coldfield (21.5 mi) Stourbridge (6.4 mi) Cradley Heath (9.3 mi) West Bromwich (14.0 mi) Birmingham (15.8 mi) Malvern (19.1 mi) Solihull (19.9 mi) Stratford-upon-Avon (26.5 mi) Tamworth (28.8 mi) Warwick (29.0 mi)