Home Wealth & Asset Management England Birmingham

Top Asset Management Companies in Birmingham

Ratings Updated: June 16, 2025

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14 Companies

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0 Leaders 14 Contenders

14 Companies

Country: England

City: Birmingham

List of the Top Birmingham Wealth and Asset Management Companies

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Pluxa Property

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Birmingham, England

Services provided

50% Financial Advising & Planning

50% Commercial Property Management

Focus Areas

100% Wealth & Asset Management

Pluxa Property is a Commercial Property Management and Financial Advising & Planning company founded in 2019. Their services include Commercial Property Management and Financial Advising & Planning.
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Naseems Accountants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Birmingham, England

Services provided

20% Financial Advising & Planning

25% Accounting

20% Business Consulting +2

20% Financial Consulting

15% Compliance Consulting

Focus Areas

25% Wealth & Asset Management

55% Debt Consulting

20% Retirement Planning

Naseems Accountants is an Accounting company. The Birmingham, England-based firm was launched in 1978. Their team specializes in Accounting and Business Consulting.
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Cleartax Solutions Ltd.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Birmingham, England

Services provided

25% Financial Advising & Planning

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +1

25% Financial Consulting

Focus Areas

10% Wealth & Asset Management

35% Securities Brokerage

20% Stocks Portfolio Management +4

10% Actuarial Services

10% Debt Consulting

10% Retirement Planning

5% Mortgage & Loan Brokerage

Cleartax Solutions Ltd. Is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
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Star Sterling Outsource

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Hockley Heath, England

Services provided

20% Financial Advising & Planning

80% Accounting

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Star Sterling Outsource is an Accounting company founded in 2015. The company focuses on Accounting and Financial Advising & Planning.
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Cottons Group

Not yet reviewed

$1,000+

Undisclosed

50 - 249

Daventry, England

Services provided

25% Financial Advising & Planning

40% Accounting

15% Business Valuation Services +2

15% Finance & Accounting Outsourcing (FAO)

5% Commercial Financing

Focus Areas

50% Wealth & Asset Management

35% Retirement Planning

10% Stocks Portfolio Management +1

5% Debt Consulting

Cottons Group is an Accounting company. They were launched in 1983, and their services include Accounting and Financial Advising & Planning.
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Mark J Rees LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Leicester, England

Services provided

40% Financial Advising & Planning

30% Business Consulting

30% Financial Consulting

Focus Areas

20% Wealth & Asset Management

20% Actuarial Services

20% Debt Consulting +2

20% Mortgage & Loan Brokerage

20% Securities Brokerage

Financial Advising & Planning company Mark J Rees LLP was established in 1938. The company specializes in Financial Advising & Planning and Business Consulting.
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Bates Weston

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Derby, England

Services provided

20% Financial Advising & Planning

40% Accounting

20% Financial Consulting +1

20% Funding & Investment

Focus Areas

40% Wealth & Asset Management

20% Debt Consulting

20% Securities Brokerage +1

20% Stocks Portfolio Management

Bates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.
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Mabe Allen LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Derby, England

Services provided

20% Financial Advising & Planning

60% Accounting

20% Business Valuation Services

Focus Areas

30% Wealth & Asset Management

70% Retirement Planning

Mabe Allen LLP is an Accounting company. Located in Derby, England and Ilkeston, Derbyshire, England, the firm focuses on Accounting and Financial Advising & Planning.
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E2E Accounting

Not yet reviewed

$1,000+

Undisclosed

250 - 999

Oxford, England

Services provided

20% Financial Advising & Planning

40% Accounting

20% Commercial Financing +1

20% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

E2E Accounting, an Accounting company, is headquartered in Oxford, England. Their services include Accounting and Commercial Financing.
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Progeny

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Nottingham, England

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2

20% Commercial Financing

20% Financial Consulting

Focus Areas

20% Wealth & Asset Management

20% Debt Consulting

20% Mortgage & Loan Brokerage +2

20% Securities Brokerage

20% Stocks Portfolio Management

Progeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.
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CRS CONSULTANTS LTD

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Northwich, England

Services provided

35% Financial Advising & Planning

35% Insurance Services & Brokers

30% Accounting

Focus Areas

35% Wealth & Asset Management

35% Retirement Planning

30% Mortgage & Loan Brokerage

CRS CONSULTANTS LTD is a small Financial Advising & Planning company founded in 1977. Their team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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MH Services

Not yet reviewed

Undisclosed

< $25 / hr

2 - 9

Manchester, England

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2

20% Commercial Financing

20% Finance & Accounting Outsourcing (FAO)

Focus Areas

25% Wealth & Asset Management

25% Debt Consulting

25% Mortgage & Loan Brokerage +1

25% Retirement Planning

Established in 2000, MH Services is a Business Consulting company. The company focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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SFC Capital

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Northwich, England

Services provided

40% Financial Advising & Planning

30% Business Valuation Services

30% Funding & Investment

Focus Areas

60% Wealth & Asset Management

20% Securities Brokerage

20% Stocks Portfolio Management

Small Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
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Henwood Court Financial Planning Limited

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Birmingham, England

Services provided

30% Financial Advising & Planning

40% Financial Consulting

30% Accounting

Focus Areas

100% Wealth & Asset Management

Henwood Court Financial Planning Limited is a Financial Consulting company. The Birmingham, England-based team focuses on Financial Consulting and Accounting.
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Clutch Leaders Matrix

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Market presence and reputation in the industry

List of the Top Birmingham Wealth and Asset Management Companies

Pluxa Property

Undisclosed

Undisclosed

2 - 9

Birmingham, England

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

50% Financial Advising & Planning

100% Wealth & Asset Management

50% Other

View Profile Visit Website
Naseems Accountants

Undisclosed

Undisclosed

10 - 49

Birmingham, England

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

20% Financial Advising & Planning

25% Wealth & Asset Management

80% Other

View Profile Visit Website
Cleartax Solutions Ltd.

Undisclosed

Undisclosed

10 - 49

Birmingham, England

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

25% Financial Advising & Planning

10% Wealth & Asset Management

75% Other

View Profile Visit Website
Star Sterling Outsource

Undisclosed

Undisclosed

10 - 49

Hockley Heath, England

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

20% Financial Advising & Planning

15% Wealth & Asset Management

80% Other

View Profile Visit Website
Cottons Group

$1,000+

Undisclosed

50 - 249

Daventry, England

Ability to deliver

6.9/40.0

0/20 Reviews

0/10 Clients & Experience

7/10 Market Presence

Service focus

25% Financial Advising & Planning

50% Wealth & Asset Management

75% Other

View Profile Visit Website
Mark J Rees LLP

Undisclosed

Undisclosed

10 - 49

Leicester, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

20% Wealth & Asset Management

60% Other

View Profile Visit Website
Bates Weston

Undisclosed

Undisclosed

10 - 49

Derby, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

40% Wealth & Asset Management

80% Other

View Profile Visit Website
Mabe Allen LLP

Undisclosed

Undisclosed

10 - 49

Derby, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

30% Wealth & Asset Management

80% Other

View Profile Visit Website
E2E Accounting

$1,000+

Undisclosed

250 - 999

Oxford, England

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Financial Advising & Planning

50% Wealth & Asset Management

80% Other

View Profile Visit Website
Progeny

Undisclosed

Undisclosed

50 - 249

Nottingham, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

20% Wealth & Asset Management

80% Other

View Profile Visit Website
CRS CONSULTANTS LTD

Undisclosed

Undisclosed

10 - 49

Northwich, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

35% Financial Advising & Planning

35% Wealth & Asset Management

65% Other

View Profile Visit Website
MH Services

Undisclosed

< $25 / hr

2 - 9

Manchester, England

Ability to deliver

6/40.0

0/20 Reviews

1.5/10 Clients & Experience

4.6/10 Market Presence

Service focus

20% Financial Advising & Planning

25% Wealth & Asset Management

80% Other

View Profile Visit Website
SFC Capital

Undisclosed

Undisclosed

10 - 49

Northwich, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

60% Wealth & Asset Management

60% Other

View Profile Visit Website
Henwood Court Financial Planning Limited

Undisclosed

Undisclosed

10 - 49

Birmingham, England

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Financial Advising & Planning

100% Wealth & Asset Management

70% Other

View Profile Visit Website

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