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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Solihull (out of 650)

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A picture of Steven Rowe
Steven Rowe

Lucent Financial Planning Ltd

42 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Steve is a chartered financial planner and fellow of the Personal Finance Society. He holds the Advanced Diplo...
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Solihull (0.20 miles away)

Independent Financial Adviser

Verified since November, 2018

Free one hour initial consultation

Savings/pensions: Over £500,000

A picture of Chris Guttridge
Chris Guttridge

True Potential Wealth Management LLP

52 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential gro...
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Birmingham (7.03 miles away)

Restricted Financial Adviser

Verified since June, 2021

Free 30 minute initial consultation

Savings/pensions: Over £250,000

A picture of Kate Evans
Kate Evans

Lucent Financial Planning Ltd

51 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Kate, with much excitement, went from an established career and senior role in Procurement and Supply Chain to...
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Solihull (0.20 miles away)

Independent Financial Adviser

Verified since August, 2023

Savings/pensions: Over £250,000

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A picture of Paul Glover
Paul Glover

Ernest Grant Ltd

27 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I have over 35 years' experience in financial planning for both private & corporate clients. I work hard to he...
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Solihull (2.48 miles away)

Independent Financial Adviser

Verified since March, 2019

Free one hour initial consultation

Savings/pensions: Over £500,000

A picture of Luke James
Luke James

Lucent Financial Planning Ltd

20 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Luke has been working within the financial services industry for over 10 years. During this time he has made i...
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Solihull (0.20 miles away)

Independent Financial Adviser

Verified since July, 2022

Savings/pensions: Over £250,000