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    Best Financial Consulting Courses Birmingham Near Me

    drb Schools and Academies Services Simply Academy - CeMAP Course Birmingham Clear Solutions Wealth & Tax Management Ltd Kaplan Birmingham Interface Financial Planning Ltd Wesleyan Footes Financial Planning UK Ltd - IFA - West Midlands - Warwickshire - Worcestershire Sterling Financial Planning Limited Punter Southall Wealth

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    1. drb Schools and Academies Services - Birmingham

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    · 3 reviews

    55 Colmore Row, Birmingham, B3 2AA, United Kingdom

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    1. 1. Highly experienced consultants with in-depth knowledge of education settings provide bespoke financial solutions tailored to your school's specific goals.
    2. 2. Trustworthy school financial advisors who keep you informed every step of the way, overcoming obstacles with sound advice and guidance.
    3. 3. Outstanding service in establishing Multi-Academy Trusts (MAT) and providing infrastructure support for schools, ensuring sustainability and compliance.
    4. 4. Proactive and adaptable team offering clear, concise reports to address financial challenges and plan for the future with confidence.
    5. 5. Expert project managers guide you through the academy conversion process, making it stress-free and efficient for a successful transition.

    2. Simply Academy - CeMAP Course Birmingham - Birmingham

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    · 6 reviews

    Eleven Brindley Place, 2 Brunswick Square, Birmingham B1 2LP, United Kingdom

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    1. 1. Highly respected qualification: CeMAP is a benchmark qualification in mortgage advice, recognized by industry regulators and financial institutions.
    2. 2. Comprehensive syllabus: The three modules cover all aspects of mortgage advice, from regulatory frameworks to practical application of knowledge.
    3. 3. Flexible learning options: Choose from classroom courses, live online lectures, or self-paced e-learning to suit your preferred study style and schedule.
    4. 4. Expert tutors: Benefit from industry experts who provide in-depth knowledge and support throughout your learning journey.
    5. 5. Trusted Partner Status: Simply Academy is recognized for providing top-quality training and customer service in the Financial Services sector.

    3. Punter Southall Aspire - Birmingham

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    · 0 reviews

    1 Colmore Row, Birmingham, B3 2BJ, United Kingdom

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    4. FINANCE CONSULTING EUROPE LIMITED - Birmingham

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    · 0 reviews

    69 Great Hampton St, Birmingham, B18 6EW, United Kingdom

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    5. Clear Solutions Wealth & Tax Management Ltd - Birmingham

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    · 1 reviews

    114 The Argent Centre/60 Frederick Street, Birmingham, B1 3HS, United Kingdom

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    1. 1. Personalized Financial Planning: We tailor our services to help you achieve financial freedom based on your unique goals and circumstances.
    2. 2. Expert Guidance: Our experienced team, led by Stephen Jones, uses financial forecasting to guide you through life's challenges and opportunities.
    3. 3. Wealth Management: From cash management to tax planning, we help you grow and protect your wealth for a worry-free retirement and beyond.
    4. 4. Comprehensive Support: Whether you're facing financial ups and downs or planning for the future, we provide clear objectives and solutions to navigate any situation.
    5. 5. Exclusive Client Focus: We work with a limited number of clients to ensure personalized attention and value-added services for your financial success.

    6. Kaplan Birmingham - Birmingham

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    · 10 reviews

    Baskerville House, 2 Centenary Sq, Birmingham B1 2ND, United Kingdom

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    1. 1. Study online with flexibility: AAT, ACCA, CIMA courses offer the convenience of learning anytime, anywhere.
    2. 2. Prime location in Birmingham: Just a short walk from major railway stations, Kaplan Financial is easily accessible.
    3. 3. Specialized accounting qualifications: AAT, ACCA, CIMA cater to different career paths, from technician to chartered accountant.
    4. 4. State-of-the-art facilities: Kaplan Birmingham provides Wi-Fi, break areas, and easy access to amenities for student convenience.
    5. 5. Comprehensive support: From course timetables to parking information, Kaplan ensures a smooth learning experience for all students.

    7. Interface Financial Planning Ltd - Sandwell

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    122 Hamstead Hall Rd, Birmingham, B20 1JB, United Kingdom

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    1. 1. Decades of experience: Benefit from expert financial advice from a team with years of industry knowledge.
    2. 2. Accredited professionals: Trust in the expertise of accredited financial planners for your life planning needs.
    3. 3. Personalized service: Experience a human touch in your financial journey with tailored advice and support.
    4. 4. Helpful guides & videos: Access valuable resources to enhance your financial literacy and make informed decisions.
    5. 5. Support a good cause: Show appreciation by making a small donation to their sponsored charity when you find their services helpful.

    8. Www.Whatistax.Co.Uk - Birmingham

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    The Argent Centre, 60 Frederick St, Birmingham B1 3HS, United Kingdom

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    9. Opus Business Advisory Group - Financial & Operational Support - Birmingham - Birmingham

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    Cornwall Buildings, 45 Newhall St, Birmingham B3 3QR, United Kingdom

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    1. 1. Expert Financial Guidance: Our Partners help businesses navigate challenges and seize growth opportunities with tailored financial solutions.
    2. 2. Comprehensive Options: Uncover all available options with our team to ensure compliance and choose the best path forward for your business.
    3. 3. Experienced Leadership: Led by Partners Gareth Wilcox and Paul Harding, our Birmingham team offers top-notch financial support and guidance.
    4. 4. Stay Informed: Learn about the latest economic trends and regulations to effectively manage your finances in 2024 and beyond.
    5. 5. Early Assistance: Contact us early for expert advice and support in growing your business or overcoming challenges for the best outcomes.

    10. Wesleyan - Birmingham

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    · 107 reviews

    Colmore Circus Queensway, Birmingham, B4 6AR, United Kingdom

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    1. 1. Expert Financial Advice: Receive tailored guidance from Specialist Financial Advisers dedicated to professionals like doctors, dentists, and teachers.
    2. 2. Personalized Financial Plans: Get a bespoke financial plan to achieve your goals, whether it's saving for retirement or growing your wealth.
    3. 3. Exclusive Offers: Invest with Wesleyan Financial Services and receive Amazon.co.uk Gift Cards worth up to £150 for a limited time.
    4. 4. Specialist Support: Benefit from advice on pension planning, investments, and protection specifically tailored for healthcare professionals and educators.
    5. 5. Award-Winning Service: Join the 94% of customers who rated their Specialist Financial Adviser as very good or excellent in 2023.

    11. Footes Financial Planning UK Ltd - IFA - West Midlands - Warwickshire - Worcestershire - Bromsgrove

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    1 Devon Way Longbridge Technology Park, Birmingham, B31 2TS, United Kingdom

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    1. 1. Personalized Approach: We focus entirely on you, your loved ones, and your business to create a tailored financial plan.
    2. 2. Experienced Team: Our highly skilled team identifies your life goals and provides comprehensive evaluations for a successful financial future.
    3. 3. Industry Recognition: Lisa has been recognized in VouchedFor's Top Rated Advisers Guide, showcasing our commitment to excellence.
    4. 4. Comprehensive Service: We offer a holistic approach to financial planning, guiding you through life's opportunities and challenges with expertise and care.
    5. 5. Continuous Improvement: We strive to build strong relationships with integrity, creating an impact to help clients live their lives fully.

    12. UK EXIM Limited - Birmingham

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    2nd Floor - Crystal Court, Aston Cross Business Village, 50 Rocky Lane, Birmingham B6 5RQ, United Kingdom

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    13. All Counties Financial Ltd - Birmingham

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    1 Victoria Square, Birmingham, B1 1BD, United Kingdom

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    1. 1. Unbiased Financial Advice: We are not tied to any insurance or investment group, ensuring the best solutions for your financial goals.
    2. 2. Cost-Effective Protection: We offer non-investment protection products from various insurers to provide optimal coverage without compromising your budget.
    3. 3. Personalized Mortgage Solutions: Our experts will research the entire market to recommend a mortgage product tailored to your current circumstances.
    4. 4. Comprehensive Investment Recommendations: We provide independent advice based on a fair market analysis, with no restrictions on investment markets considered.
    5. 5. Professional and Trustworthy Service: Our clients praise our approachable and knowledgeable adviser, Ian, for his integrity and excellent financial advice.

    14. Approved Financial Services Ltd - Birmingham

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    · 1 reviews

    397 Dudley Rd, Winson Green, Birmingham B18 4HD, United Kingdom

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    15. Sterling Financial Planning Limited - Birmingham

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    Colmore Plaza, Birmingham, B4 6AT, United Kingdom

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    1. 1. Personalized Financial Solutions: Tailored plans to meet your current needs and future goals, ensuring financial security and peace of mind.
    2. 2. Expert Tax Planning: Specializing in saving on Corporation Tax, NHS pension allowances, and maximizing tax-efficient withdrawals for business growth and retirement.
    3. 3. Trusted Advisor: Highly recommended for professional, transparent, and advantageous financial services, building trust through knowledge, honesty, and integrity.
    4. 4. Clear Communication: Providing jargon-free, comprehensive advice, answering all questions to ensure understanding and confidence in financial decisions.
    5. 5. Award-Winning Specialists: Recognized for excellence in financial planning, with a focus on securing the financial future of business owners and offering specialized advice for doctors.

    16. Punter Southall Wealth - Birmingham

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    7th floor, 4 Temple Row, Birmingham B2 5HG, United Kingdom

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    1. 1. Expert Wealth Management: Trust our experienced team to grow and protect your wealth with confidence and expertise.
    2. 2. Complimentary Consultation: Book a no-obligation consultation to discuss your financial future and bespoke wealth management plan.
    3. 3. Personalized Financial Planning: Receive tailored advice on retirement, investments, and business protection to achieve your financial goals.
    4. 4. Award-Winning Trading Services: Active interest in financial markets? Choose our responsive stockbroking service for excellent investment opportunities.
    5. 5. Estate Planning: Ensure your loved ones inherit as much of your wealth as possible with our comprehensive wealth management services.

    17. ZXFINANCIALS LTD - Birmingham

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    The McLaren Building, International House, 46 The Priory Queensway, Birmingham B4 7LR, United Kingdom

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    18. Circle Financial Services Ltd - Birmingham

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    2nd floor, 83 Newhall St, Birmingham B3 1LH, United Kingdom

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    1. 1. Expertise meets care: Experience top-notch financial advice with a personal touch from industry expert Louise Claro.
    2. 2. Trusted by the Courts: Gain peace of mind knowing you're in good hands with a recognised expert witness.
    3. 3. Regulated excellence: Rest assured with financial services from a company authorised and regulated by the FCA.
    4. 4. Accessible and friendly: Enjoy bespoke and caring service from a small local company with the expertise of a large organisation.
    5. 5. Transparent solutions: Benefit from innovative and creative financial solutions for both personal and corporate needs.
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