JAN
19

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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Edgbaston let alone UniversityBirmingham ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with West Midlands.

Good luck! 

Independent Financial Advisors IFAs

Newstead Clark Financial Services Ltd

139 Hagley Rd, Birmingham B16 8UA, UK – 0121 452 1511

Great customer service and sound advice from Rob, backed up by his excellent administration team.

Rob has always been there for us giving excellent advice whenever we need it. Highly recommended by my partner and I

S.J Financial Solutions Ltd

185-187 High St, Birmingham B17 9QE, UK – 0121 448 0161

I engaged S. J. Financial Solutions to find me a good deal for a re-mortgage and I was very impressed with what they found for me. Stuart and his team always kept me informed, responded to queries quickly, and provided first class guidance and assistance. I really cannot fault they professionalism and diligence, along with the speed of the process. Thank you for a wholly seamless and painless transition from my old lender to my new one and with an excellently competitive rate. I am delighted.

The BEST Mortgage Brokers out there BY FAR! They are very reliable and highly efficient. One thing I would say about SJ Financial is that they always have the clients best interests at heart, and they will always find you the best product on the market to suit your needs. With their help ( especially Deb Wale!) we have been able to secure more time sensitive property deals allowing us to expand our buy-to-let portfolio which otherwise would have been next to impossible. Many thanks to the whole team at S J Financial

Clear Solutions Wealth & Tax Management Ltd (Birmingham)

114 The Argent Centre/, 60 Frederick St, Birmingham B1 3HS, UK – 0121 631 3519

I have recently been looking at the financial planning process and seeking a firm that delivers this in a comprehensive manner. Having reviewed several providers and looked at the depth of financial planning undertaken, I was impressed by the professionalism and comprehensive process being proposed by Clear Solutions. This sets them apart from other providers and offers me a comprehensive look into the future in terms of financial planning.

Coutts

2 St Philip's Pl, Birmingham B3 2RB, UK – 0121 607 8033

Great and prestigious bank to bank with and there is always some one to speak to.

Investec Wealth & Investment Birmingham

International, the colmore building, 20 Colmore Circus Queensway, Birmingham B4 6AT, UK – 0121 232 0700

Quilter Cheviot Birmingham Office

Two Snowhill, Birmingham B4 6GA, UK – 0121 212 2120

Investment Companies - Business Angels

Ikos Investments Ltd.

Branston Court, Branston St, Birmingham B18 6BA, UK – 0121 247 6832

I have several Properties managed by Ikos. They are always managed well and tenant problems are actioned quickly. The Ikos team always offer a professional service and keep me informed and updated on any changes and issues with my properties. They always manage to find excellent tenants due to their rigorous vetting procedures, I would highly recommend Ikos to other landlords looking to take away the headache and stress of letting their properties

I just want to say Ikos have been magnificent regarding major maintenance issue i had with one of my properties which involved coordinating various tradesmen to rectify all the issues to help get the property back on the market as quick as possible. Ikos took away all the stress and frustrations that could have appeared had it not been for the excellent can do attitude of the Ikos team and their methodical approach. I hope to continue this great partnership with Ikos and recommend other landlords to use Ikos for all their letting needs.

Claremont Property Group

Unit 25, Lee Bank Business Centre, 55 Holloway Head, Birmingham B1 1HR, UK – 0121 236 3310

An inspiring and very proactive company who never fail to deliver n exceptional service every time. The staff are extremely helpful and friendly and nothing is too much trouble for them. I would highly recommend them

Claremont were great i needed advice on mortgages and the sales process staff were very helpful and guided me through the whole process. They were quick to respond and always followed up on my requests.

GBR Phoenix Beard

The Exchange, 19 Newhall St, Birmingham B3 3PJ, UK – 0121 200 4500

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