Top Financial Services Firms in Birmingham
530 Companies
List of the Top Birmingham Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Birmingham, EnglandServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Results-oriented
Clients express a strong sentiment of satisfaction regarding CSTMR's results-oriented approach. One client noted significant progress in achieving year-end goals with a lower customer acquisition cost, highlighting the effectiveness of well-optimized advertising campaigns and automated marketing tools. Additionally, feedback emphasized CSTMR's talented team and their ability to produce results even in challenging situations, showcasing their commitment to client success and project management excellence.-
Digital & Content Marketing for Money Transfer Platform
5.0 Jan 20, 2021Progress in not only implementing an ad strategy that’s on-target but also one that has clearly helped us achieve our year-end goals with a lower CPA, year after year. With everything from well thought out and well-optimized advertising campaigns that reaches our audiences, to automated marketing tools, blog strategy and content, and so much more. They’ve really helped bring our brand to life.
Read Full Review
Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves Birmingham, EnglandServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
See All Locations (2)Hyderabad, India
3B, Level 6, Mindspace IT Park, Madhapur
Hyderabad, India 500081251 - 300
-
-
UndisclosedUndisclosed10 - 49Northwich, England
Services provided
30% Accounting35% Financial Advising & Planning35% Insurance Services & BrokersCRS CONSULTANTS LTD is a small Financial Advising & Planning company founded in 1977. Their team focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed50 - 249Stoke-on-Trent, England
Services provided
40% Customer Service Outsourcing20% Back Office Outsourcing20% Call Center Services +1 service20% Financial Advising & PlanningAdvantis Credit Limited is a Customer Service Outsourcing company. Located in Stoke-on-Trent, England, the team specializes in Customer Service Outsourcing and Call Center Services.
Read more -
UndisclosedUndisclosed50 - 249Oxford, England
Services provided
100% AccountingSee all 2 projectsShaw Gibbs offers services that facilitate communication and support business expansion, effectively contributing to increased revenue and employee growth. The overall feedback from their clients highlights their efficient service delivery and cost-effective pricing, which are consistently noted as impressive aspects of their partnership.
-
UndisclosedUndisclosed50 - 249Bedford, England
Services provided
20% Financial Advising & Planning20% Pay Per Click20% Search Engine Optimization +3 services20% Social Media Marketing10% Content Marketing10% Content Writing ServicesHeadquartered in Bedford, England, Receptional is a midsize social media marketing agency. The team specializes in Social Media Marketing and Search Engine Optimization.
Read more -
UndisclosedUndisclosed2 - 9Birmingham, England
Services provided
50% Accounting50% Financial Advising & PlanningR&A Burns Chartered Accountants is an Accounting and Financial Advising & Planning company. They provide Accounting and Financial Advising & Planning and are located in Birmingham, England.
Read more -
UndisclosedUndisclosed10 - 49Derby, England
Services provided
60% Accounting20% Business Valuation Services20% Financial Advising & PlanningMabe Allen LLP is an Accounting company. Located in Derby, England and Ilkeston, Derbyshire, England, the firm focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Fulbrook, England
Services provided
40% Accounting40% Business Consulting20% Business Valuation ServicesBusiness Consulting company The Academy Partnership Limited is based in Fulbrook, England. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Leicester, England
Services provided
70% Accounting30% Business Valuation ServicesThe Rowleys Partnership Ltd is a midsize Accounting company launched in 1924. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Manchester, England
Services provided
75% Accounting25% Business Valuation ServicesMontrogue Limited is an Accounting company. They focus on Accounting and Business Valuation Services and were launched in 1946.
Read more -
UndisclosedUndisclosed2 - 9Warrington, England
Services provided
80% Accounting20% Business Valuation ServicesCountplus Accounting is an Accounting company. They are located in Nelson, England and Warrington, England and have small team. Their team specializes in Accounting and Business Valuation Services.
Read moreSee All Locations (2)Warrington, England
Ragan House, 674 Knutsford Rd
Warrington, England WA4 1JH1
-
UndisclosedUndisclosed2 - 9Wilmslow, England
Services provided
80% Accounting20% Business Valuation ServicesRock Advisory Tax and Accounting is an Accounting company in Wilmslow, England. They specialize in Accounting and Business Valuation Services and were established in 2016.
Read more -
UndisclosedUndisclosed10 - 49Northwich, England
Services provided
40% Financial Advising & Planning30% Business Valuation Services30% Funding & InvestmentSmall Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Chester, England
Services provided
20% Accounting20% Business Valuation Services20% Financial Consulting +4 services10% Business Consulting10% Commercial Financing10% Funding & Investment10% IT Strategy ConsultingLaunched in 2022, Power Accountants is an Accounting company. Based in Chester, England, the team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Leighton Buzzard, England
Services provided
30% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Insurance Services & Brokers10% Financial ConsultingLaunched in 1986, Upton Wilson Ltd, a small Accounting company, is located in Leighton Buzzard, England. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Walsall, England
Services provided
40% Accounting20% Business Consulting20% Business Valuation Services +1 service20% Insurance Services & BrokersWallace Crooke is an Accounting company based in Walsall, England. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Knutsford, England
Services provided
50% Financial Advising & Planning50% Financial ConsultingFinancial Advising & Planning and Financial Consulting company ICit Business Intelligence was launched in 1999. The team focuses on Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hook Norton, England
Services provided
10% Accounting70% BI & Big Data Consulting & SI20% CybersecurityS-branch is a big data company. Launched in 2018, their team specializes in BI & big data consulting & SI and Cybersecurity.
Read more -
UndisclosedUndisclosed10 - 49Sale, England
Services provided
40% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +1 service20% Financial ConsultingHarold Sharp Limited is a small Accounting company. They specialize in Accounting and Business Consulting and were established in 1927.
Read more -
UndisclosedUndisclosed50 - 249Nottingham, England
Services provided
20% Accounting20% Business Consulting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingProgeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.
Read moreSee All Locations (4)Nottingham, England
1 The Triangle NG2 Business Park
Nottingham, England NG2 1AE2 - 5
+44.115.647.8050
-
UndisclosedUndisclosed10 - 49Leicester, England
Services provided
40% Financial Advising & Planning30% Business Consulting30% Financial ConsultingFinancial Advising & Planning company Mark J Rees LLP was established in 1938. The company specializes in Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Oxford, England
Services provided
20% Accounting70% Business Consulting10% Financial ConsultingOxentia, a Business Consulting company, was launched in 2004. The team offers Business Consulting and Accounting and is located in Oxford, England.
Read more -
UndisclosedUndisclosed50 - 249Birmingham, England
Services provided
80% Accounting20% Financial ConsultingPKF Smith Cooper is an Accounting company established in 1985. Their team offers Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Derby, England
Services provided
70% Accounting30% Financial ConsultingSmall Accounting company Adrian Mooy & Co, is based in Derby, England. Their services include Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed50 - 249Burton upon Trent, England
Services provided
80% Accounting20% Financial ConsultingNuvo is an Accounting company launched in 2004. The team focuses on Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49Derby, England
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingSibbalds Chartered Accountants is an Accounting company. They were established in 1928, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Derby, England
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingJohnson Tidsall, a small Accounting company, is headquartered in Derby, England. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Derby, England
Services provided
40% Accounting20% Financial Advising & Planning20% Financial Consulting +1 service20% Funding & InvestmentBates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Birmingham, England
Services provided
30% Accounting40% Financial Consulting30% Financial Advising & PlanningHenwood Court Financial Planning Limited is a Financial Consulting company. The Birmingham, England-based team focuses on Financial Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Birmingham, England
Services provided
60% Accounting20% Business Valuation Services20% Financial Advising & PlanningLaunched in 2010, Care Accountancy Ltd. Is an Accounting company. Based in Leeds, England and Birmingham, England, the team provides Accounting and Financial Advising & Planning.
Read moreSee All Locations (3)Birmingham, England
9 Sheaf Lane Coventry Road
Birmingham, England B26 3JG2 - 5
-
UndisclosedUndisclosed2 - 9Telford, England
Services provided
80% Accounting20% Business Valuation ServicesClear Accountancy Services Limited, an Accounting company, is based in Telford, England. Their services include Accounting and Business Valuation Services.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 3 Birmingham Financial Services Companies
-
$1,000+$25 - $49 / hr2 - 9Birmingham, England
Ability to deliver
21.8/40.016.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Cannock, England
Ability to deliver
28.4/40.016.2/20 Reviews5.8/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+< $25 / hr2 - 9Birmingham, England
Ability to deliver
6.9/40.00/20 Reviews1.2/10 Clients & Experience5.8/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Birmingham, England
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999London, England
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
55% Accounting45% Other -
$1,000+Undisclosed2 - 9Birmingham, England
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Manchester, England
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9West Bromwich, England
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr50 - 249Jakarta Selatan, Indonesia
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed2 - 9Birmingham, England
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
10% Financial Advising & Planning40% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Birmingham, England
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Accounting20% Financial Advising & Planning55% Other -
UndisclosedUndisclosed10 - 49Birmingham, England
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Hockley Heath, England
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
$5,000+$100 - $149 / hr50 - 249Hampton Lovett, England
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Brierley Hill, England
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
70% Accounting15% Financial Advising & Planning15% Other -
$50,000+Undisclosed2 - 9Birmingham, England
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed2 - 9Walsall, England
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Birmingham, England
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% Other
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.