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List Of All financial planner Leads in Birmingham

This page lists 20 financial planner in Birmingham, each with an address, phone number, and rating where available. The highest-rated listing here is SJ Financial Solutions at 5.0★; across the full list, ratings average close to 4.9★. Details were last refreshed 10/3/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 10/3/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
SJ Financial SolutionsMortgage broker
13 St Paul's Square, Birmingham B3 1RBView on Google Maps
5.0(152)
******8**61View in Leads Searchen*******@s*******************.co.ukView in Leads Searchwww.sjfinancialsolutions.co.uk/
LinkedInFacebook
Jordan Financial ManagementFinancial Advisor
The Guildhall, 32 Lichfield Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B74 2NJView on Google Maps
5.0(118)
*********55View in Leads Search-jordanfm.co.uk/
LinkedInFacebookX (Twitter)
Masterplan WealthFinancial planner
Trinity Place, Masterplan Financial Unit 8, Midland Dr, Sutton Coldfield B72 1TXView on Google Maps
5.0(107)
********905View in Leads Searchin**@m************.comView in Leads Searchwww.masterplan-fs.com/
LinkedInInstagramFacebook
Henwood Court Financial PlanningFinancial planner
20 Country Park View, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B76 1TEView on Google Maps
5.0(104)
*********70View in Leads Searchin**@h***********.co.ukView in Leads Searchwww.henwoodcourt.co.uk/
LinkedInInstagramFacebook
Southcote Financial LimitedFinancial Advisor
30a The Green, Birmingham B38 8SDView on Google Maps
5.0(42)
****66*7*14View in Leads Search-www.southcotefinancial.co.uk/-
Galileo Wealth - Expat Financial AdviceFinancial planner
galileo-wealth.comView on Google Maps
5.0(34)
*******8668View in Leads Searchin**@g*************.comView in Leads Searchwww.galileo-wealth.com/
LinkedInInstagramFacebook
Care Accountancy Chartered AccountantsChartered accountant
504b Bradford Rd, Batley WF17 5JYView on Google Maps
5.0(28)
**9**9*7*47View in Leads Searchin**@c**************.co.ukView in Leads Searchcareaccountancy.co.uk/batley/contact/
LinkedInInstagramFacebookX (Twitter)
Thomas Anthony Financial Services Ltd t/a VK FinancialMortgage broker
45-51 Newhall St, Birmingham B3 3QRView on Google Maps
5.0(16)
********756View in Leads Search-www.vkfinancial.co.uk/-
Newstead Clark Financial Services LtdFinancial planner
Grosvenor House, 11 St Paul's Square, Birmingham B3 1RBView on Google Maps
5.0(8)
*********11View in Leads Searchro**@n************.co.ukView in Leads Searchwww.newsteadclark.co.uk/
LinkedInX (Twitter)
Margetts WealthFinancial planner
50-54 St Paul's Square, Birmingham B3 1QSView on Google Maps
5.0(2)
******6**50View in Leads Searchen*******@m*************.co.ukView in Leads Searchmargettswealth.co.uk/-
Wealthwide LimitedFinancial Advisor
3 Greenfield Cres, Birmingham B15 3BEView on Google Maps
5.0(1)
****68***60View in Leads Searchte**@w*********.co.ukView in Leads Searchwww.wealthwide.co.uk/-
Wardour Financial Planners LtdFinancial planner
51-52 Calthorpe Rd, Birmingham B15 1THView on Google Maps
5.0(1)
**7***79650View in Leads Searchad***@w*****************.comView in Leads Searchwardourinvestments.com/-
Sterling Financial Planning LimitedFinancial planner
11 Brindley Pl, Birmingham B1 2LPView on Google Maps
5.0(1)
*********05View in Leads Search-www.sterling-ifa.co.uk/-
Gemini Wealth GroupFinancial planner
Gemini House, 71 Park Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6BTView on Google Maps
4.9(124)
********700View in Leads Searchin**@g****************.comView in Leads Searchwww.geminiwealthgroup.com/
LinkedInFacebookX (Twitter)
Footes Financial Planning UK LtdFinancial planner
Pure Offices, Longbridge Technology Park, 1 Devon Way, Birmingham B31 2TSView on Google Maps
4.9(18)
********655View in Leads Searchen*****@f***********************.co.ukView in Leads Searchwww.footes-financialplanning.co.uk/-
The Private OfficeFinancial Advisor
2 The Bourse, Leeds LS1 5DEView on Google Maps
4.8(78)
*******9*65View in Leads Searchma*******@t***************.comView in Leads Searchwww.theprivateoffice.com/
LinkedInInstagramFacebookX (Twitter)
Affinity Financial PlanningFinancial planner
15 High St, Harborne, Birmingham B17 9NTView on Google Maps
4.8(24)
******7**00View in Leads Searchda************@t*********************.comView in Leads Searchwww.affinityfinancialplanning.co.uk/
LinkedInFacebookX (Twitter)
Ascot Lloyd - Financial Advisers in BirminghamFinancial planner
45 Church St, Birmingham B3 2RTView on Google Maps
4.0(4)
*****7*7*00View in Leads Searchin**@a*********.co.ukView in Leads Searchwww.ascotlloyd.co.uk/-
Interface Financial Planning LtdFinancial planner
122 Hamstead Hall Rd, Birmingham B20 1JBView on Google Maps
-*********44View in Leads Searchen*******@i************.co.ukView in Leads Searchinterfacefinancialplanning.co.uk/
LinkedInInstagramFacebookX (Twitter)YouTube
Amber River Midlands (formerly Wealth Solutions)Financial planner
Seymour House, 15 Frederick Rd, Birmingham B15 1JDView on Google Maps
-******6*815View in Leads Search-amberriver.com/offices/midlands/-

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