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Financial advisers · Birmingham

17 companies · updated daily

Birmingham currently has 17 Financial advisers companies listed. Top-rated: SJ Financial Solutions. Browse ratings, addresses and contact details below.

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Newstead Clark Financial Services Ltd
Newstead Clark Financial Services Ltd
Birmingham · Financial advisers
5.0(8)
Chase de Vere
Chase de Vere
Birmingham · Financial advisers
5.0(34)
EA
Ethical Adviser
Birmingham · Financial advisers
5.0(38)
AI
Ashley Independent Financial Advisers
Birmingham · Financial advisers
5.0(1)
JF
J&P Financial Services
Birmingham · Financial advisers
5.0(31)
Sterling Financial Planning Limited
Sterling Financial Planning Limited
Birmingham · Financial advisers
5.0(1)
MW
Masterplan Wealth
Birmingham · Financial advisers
5.0(107)
Jordan Financial Management
Jordan Financial Management
Birmingham · Financial advisers
5.0(117)
WF
Wardour Financial Planners Ltd
Birmingham · Financial advisers
5.0(1)
Henwood Court Financial Planning
Henwood Court Financial Planning
Birmingham · Financial advisers
5.0(95)
SJ Financial Solutions
SJ Financial Solutions
Birmingham · Financial advisers
5.0(148)
Whateley Wealth Management Ltd
Whateley Wealth Management Ltd
Birmingham · Financial advisers
5.0(73)
WL
Wealthwide Limited
Birmingham · Financial advisers
5.0(1)
Southcote Financial Limited
Southcote Financial Limited
Birmingham · Financial advisers
5.0(41)
Gemini Wealth Group
Gemini Wealth Group
Birmingham · Financial advisers
4.9(116)
Affinity Financial Planning
Affinity Financial Planning
Birmingham · Financial advisers
4.8(23)
AL
Ascot Lloyd - Financial Advisers in Birmingham
Birmingham · Financial advisers
3.7(3)

How much does Financial advisers cost in Birmingham? (2026 price guide)

An initial financial planning consultation is often free or low-cost, but ongoing advice is typically charged as a percentage of assets under management, usually around 0.5-1% per year, or as a fixed fee of £500-£1,500 for a one-off pension or investment review. Complex financial plans covering multiple goals can cost £1,500-£3,000 or more.

Costs depend on the complexity of your financial circumstances, whether ongoing reviews are included, the size of assets being advised on, and whether the adviser is restricted or independent, with independent financial advisers (IFAs) sometimes charging more for access to the whole market. Cashflow modelling and retirement planning tend to require more time than a single product recommendation.

Always ask for the total cost in pounds rather than just a percentage figure, and confirm whether ongoing advice fees continue after the initial recommendation.

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