Financial Advisory Business of the Year, West Midlands 2026

Alcester

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5 days
Voting opens on 22 September 2026. DFM Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Balsall Common

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5 days
Voting opens on 22 September 2026. Rothesay Bennett Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Bewdley

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5 days
Voting opens on 22 September 2026. Consequential Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Birmingham

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5 days
Voting opens on 22 September 2026. Affinity Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Colmore Partners has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Fairway Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Financial Advice Made Easy has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. GPFinancial IFA has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Keeley & Co has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Margetts Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Professional Capital has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Southcote Financial has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Brewood

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5 days
Voting opens on 22 September 2026. Bank House Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Bridgnorth

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5 days
Voting opens on 22 September 2026. Bentley Independent Financial Advisers has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Severn Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Broadway

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5 days
Voting opens on 22 September 2026. JEM Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Bulkington

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5 days
Voting opens on 22 September 2026. Sapient Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Cannock

Voting opens in
5 days
Voting opens on 22 September 2026. Wealth Design has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Cofton Hackett

Voting opens in
5 days
Voting opens on 22 September 2026. Whateley Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Coventry

Voting opens in
5 days
Voting opens on 22 September 2026. Burbage Finance has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Cotswold Independent Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Jalapeno (UK) Ltd has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Plan with Neil has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Droitwich Spa

Voting opens in
5 days
Voting opens on 22 September 2026. Jane Newman Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Essington

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5 days
Voting opens on 22 September 2026. Thursfield Personal Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Great Malvern

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5 days
Voting opens on 22 September 2026. Malvern Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Halesowen

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5 days
Voting opens on 22 September 2026. JWC Financial Solutions has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Henley-in-Arden

Voting opens in
5 days
Voting opens on 22 September 2026. Warwickshire Independent Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Hereford

Voting opens in
5 days
Voting opens on 22 September 2026. Araemo Financial Ltd has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Hereford Financial Services Ltd has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Principle Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Prosser Knowles Associates has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. S D Greenway Ltd has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Kidderminster

Voting opens in
5 days
Voting opens on 22 September 2026. BBI Independent Financial Advisers has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Eastmills Limited has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Kingswinford

Voting opens in
5 days
Voting opens on 22 September 2026. JPA Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Knowle

Voting opens in
5 days
Voting opens on 22 September 2026. Alpha Partnership IFA has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Leamington Spa

Voting opens in
5 days
Voting opens on 22 September 2026. Beaufort Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Godiva Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Jack Bewick Independent Financial Adviser has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Simpson Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Ledbury

Voting opens in
5 days
Voting opens on 22 September 2026. The Family Wealth Partnership has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Lichfield

Voting opens in
5 days
Voting opens on 22 September 2026. Field Hamlin Independent Financial Advisers has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Spectrum Financial Solutions has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Malvern

Voting opens in
5 days
Voting opens on 22 September 2026. Malbury Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. WLS Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Market Drayton

Voting opens in
5 days
Voting opens on 22 September 2026. Meadons Financial Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Newcastle-under-Lyme

Voting opens in
5 days
Voting opens on 22 September 2026. Giliker Flynn Independent Wealth has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Newport

Voting opens in
5 days
Voting opens on 22 September 2026. Robert Nicholas has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Rugby

Voting opens in
5 days
Voting opens on 22 September 2026. PJL Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Rugeley

Voting opens in
5 days
Voting opens on 22 September 2026. I. D. Bond Independent Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Shirley

Voting opens in
5 days
Voting opens on 22 September 2026. Morley James Asset Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Shrewsbury

Voting opens in
5 days
Voting opens on 22 September 2026. 2020 Financial Advice has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Beach Independent Financial Advisors has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Beaumont Wealth has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Exhale Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Masons Independent Financial Advisers has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Morton-Wilson Associates has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Rice and Co Financial has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. The Wealth Coach has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Solihull

Voting opens in
5 days
Voting opens on 22 September 2026. Lucent Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Warren Wealth has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Stoke-on-Trent

Voting opens in
5 days
Voting opens on 22 September 2026. BRB Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Taylor Withers & Company has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Stone

Voting opens in
5 days
Voting opens on 22 September 2026. Stonegate Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Stourbridge

Voting opens in
5 days
Voting opens on 22 September 2026. Bayliss Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Fargrove Financial Solutions has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Northwood Financial Consultants has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Stratford-upon-Avon

Voting opens in
5 days
Voting opens on 22 September 2026. Wynchwood has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Sutton Coldfield

Voting opens in
5 days
Voting opens on 22 September 2026. Advice Wise Ltd has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Douglas Steers & Company has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Gemini Wealth Group has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Henwood Court Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Jordan Financial Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Masterplan Wealth has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Opus Independent Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Tamworth

Voting opens in
5 days
Voting opens on 22 September 2026. The Premier Partnership has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Telford

Voting opens in
5 days
Voting opens on 22 September 2026. 8 Financial Planning has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Croft and Oakes Financial Planners has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Midland Financial Advisers has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Warwick

Voting opens in
5 days
Voting opens on 22 September 2026. Financial Design (IFA) has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. KLO Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Wolverhampton

Voting opens in
5 days
Voting opens on 22 September 2026. Autonomy Wealth has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Dunn & Lowbridge Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. HRS Asset Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Midlands Investment Agency has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Newstead Clark Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. PIA Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Sigma Wealth Partners has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Worcester

Voting opens in
5 days
Voting opens on 22 September 2026. Bespoke Advice Limited has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Britannic Place Financial Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Feldon Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Financial Advice Centre has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. HMJ Financial Services has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Voting opens in
5 days
Voting opens on 22 September 2026. Taurus Wealth Management has been nominated but has not yet confirmed participation. You’ll be able to vote for them once voting is open and they’ve accepted their nomination.
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Financial Advisory Business of the Year

The nominees

Alcester

DFM Financial Planning

Balsall Common

Rothesay Bennett Financial Planning

Bewdley

Consequential Planning

Birmingham

Affinity Financial Planning

Colmore Partners

Fairway Financial Planning

Financial Advice Made Easy

GPFinancial IFA

Keeley & Co

Margetts Wealth Management

Professional Capital

Southcote Financial

Brewood

Bank House Financial Planning

Bridgnorth

Bentley Independent Financial Advisers

Severn Financial Services

Broadway

JEM Financial Planning

Bulkington

Sapient Wealth Management

Cannock

Wealth Design

Cofton Hackett

Whateley Wealth Management

Coventry

Burbage Finance

Cotswold Independent Financial Services

Jalapeno (UK) Ltd

Plan with Neil

Droitwich Spa

Jane Newman Financial Planning

Essington

Thursfield Personal Financial Planning

Great Malvern

Malvern Financial Planning

Halesowen

JWC Financial Solutions

Henley-in-Arden

Warwickshire Independent Financial Services

Hereford

Araemo Financial Ltd

Hereford Financial Services Ltd

Principle Financial Planning

Prosser Knowles Associates

S D Greenway Ltd

Kidderminster

BBI Independent Financial Advisers

Eastmills Limited

Kingswinford

JPA Financial Services

Knowle

Alpha Partnership IFA

Leamington Spa

Beaufort Wealth Management

Godiva Wealth Management

Jack Bewick Independent Financial Adviser

Simpson Financial Services

Ledbury

The Family Wealth Partnership

Lichfield

Field Hamlin Independent Financial Advisers

Spectrum Financial Solutions

Malvern

Malbury Financial Planning

WLS Financial Services

Market Drayton

Meadons Financial Management

Newcastle-under-Lyme

Giliker Flynn Independent Wealth

Newport

Robert Nicholas

Rugby

PJL Financial Services

Financial Advisory Business
of the Year