These are the Top Financial Services Companies in Birmingham (2021)

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This article showcases our top picks for the best Birmingham based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
Growth
- Exceptional growth
- Exceptional growth strategy
Management
Societal impact

Top Birmingham Financial Services Companies

Data sourced from Crunchbase and SemRush.

Heritage Classic Car Insurance

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Heritage are specialist brokers of classic car insurance. Established in 1965, Heritage have been providing insurance for classic and specialist vehicles for nearly 50 years.

Heritage offer a range of policy options for classic cars, classic camper vans, classic 4x4s and other specialist vehicles. Heritage have close relationships with a number of classic car clubs, and are able to offer discounts to members as well as automatic cover for non-competitive track days, hill climbs, sprints or average speed rallies..

Charles Schwab Europe

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Charles Schwab Europe offers online investment and stock brokerage services.

Spartan Invest

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Spartan Invest provides high-quality investment properties at a reasonable market price. Spartan Invest is a full-service turn-key real estate company that specializes in buying, renovating, reselling, and managing investment property in the Birmingham Metro Area.

The company helps investor clients purchase rental property all over the world, and provide a full-service experience for these clients. Their mission is to identify real estate assets which will offer viable investment options and opportunities with robust rates of return after strategic improvements have been made..

Vulcan Value Partners

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Vulcan Value Partners is a value investor business analyst with a long-term time horizon focused on purchasing publicly traded companies.

The Easy Loans

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The loan website is continuously fraught with pure financial knowledge, exposure and experience, and helping individuals in financial crisis and bring comfort in life. With decades of experience in providing customised financing, we at The Easy Loans, interpret the loan requirements, on the basis of its objective, before suggesting the loan category considered most appropriate for the borrower.

We follow customer- centric approach, and provide them with ready-made loans, without letting them go through the grilling.. .

Succession Wealth

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Succession Wealth provides wealth management, financial management, and employee benefit solutions services.

MedMined

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MedMined, Inc. provides data mining analysis and related technical, clinical, and financial consulting services to the healthcare community.

Torquil Clark

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Torquil Clark comprises of a group of companies that offers financial planning with a team of specialists to help clients review and update their financial plans through their lifetime. The company is now part of Bellpenny, the national wealth management company.

Bellpenny has more than £2.5 billion of funds under management and is supported by Oaktree, the leading global investment management firm.. .

Moneypex

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Moneypex is an affordable and powerful solution for business owners to keep track of their business finances. Through smart invoicing and high impact solutions, Moneypex Saves business owners time that can be reinvested into business growth.

It is simple to use and can manage multiple businesses. Moneypex is a free bookkeeping software for small businesses to create invoices, reconcile bank reports, manage inventory and get real-time reports.

Business owners can find financial insights, advanced reports and setup up recurring invoices to get paid on time.. .

Credex Network Ltd

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West Midlands Business Credit Network

Payroll 1, Inc.

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Payroll 1, Inc. is a Michigan-based financial services provider.

Liquidity Exchange

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Liquidity Exchange works with SMEs to secure financing with guaranteed time and cost reduction. Through your account, you will have instant and seamless access to our panel of lenders.

With us, you are in complete control of the process and strong partnerships are in place to help deliver on-demand finance for various clients.. .

Prime Accountants Group

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Prime Accountants Group specializes in accounting, tax, audit and business services.

Flint & Thompson

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Flint & Thompson is an accounting firm that specializes in auditing, payroll, P11Ds, tax planning and business tax services.

IMVS

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IMVS is a wealth management software that provides front and back-office operations and supporting client connectivity and communication.

Unity Trust Bank

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Unity Trust Bank is a bank with a difference. We were set up in 1984 by a number of the country’s largest trade unions to create the UK’s first trade union-owned bank.

They are a specialist bank for organisations in the social economy providing specialist day-to-day banking and affordable competitive finance to charities, social enterprises, co-operatives, CICs, community groups, local councils, trades unions and more.. .

Capex Asset Finance

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Capex Asset Finance is a financial company located in Birmingham.

MD Associates (Accounting & Taxation) Ltd

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MD Associates (Accounting & Taxation) Ltd provides unrivalled business support and accounting services.

BullionByPost

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BullionByPost is an online bullion dealer & part of Jewellery Quarter Bullion Ltd that sells gold & silver bars & coins to private investors

EFG Harris Allday

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EFG Harris Allday is the investment management division firm that offers e-banking, investment management & stockbroking business services.

Oxygen Finance

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Oxygen Finance brings innovation to early payment solutions, generating a new source of income for companies

James, Stanley & Co

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James Stanley & Co is a financial firm that offers services such as accounting, auditing, business valuation, tax planning and advisory.

LocalCashGuide

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LocalCashGuide is a business that educates borrowers and connects them with the payday loan that fits.

Al Rayan Bank

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Al Rayan Bank is the UK’s largest Islamic bank by assets, and one of the fastest growing banks in the country. Islamic banking operates without the use of interest and is founded on Islamic finance principles derived from trade, entrepreneurship and risk-sharing.

Al Rayan Bank has a dedicated Sharia Compliance Department and a panel of respected Sharia Scholars, called the Sharia Supervisory Committee, which acts as an independent body to guarantee that its products and activities are Sharia compliant. Al Rayan Bank is authorized by the Prudential Regulation Authority, regulated by the Financial Conduct Authority and the Prudential Regulation Authority and is a member of Financial Services Compensation Scheme..

Jw Hinks Llp

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Jw Hinks Llp is a financial, accounting & business advisory firm.

Heligan Partners

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Corporate Finance

S & U

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S & U is the United Kingdom’s foremost hire purchase motor finance and specialist lender.

Fair For You TV

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Fair for You is a not for profit lender, providing small loans to lower income households to purchase essential items for their home. We are challenging the highest impact high cost credit that creates a large part of the poverty premium, and sees millions leaving our communities every week, extracted through the poorer households to high cost lenders often based overseas.

We have arrangements with manufacturers to sell items to our customers at market price.. .

Wagebox

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Wagebox is a personal finance platform for easy money management, with focus on financial wellbeing.

Wesleyan Assurance Society

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Wesleyan Assurance Society provides financial advice and products to various professional groups.

Interface Financial Planning

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Interface Financial Planning provides personalized, life planning and financial planning advisory services.

Chatfield Private Client

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Chatfield Private Client provides financial planning advice to business owners and senior executives, property investors and landlords.

Fairwood

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Fairwood is a consultancy that renders accounting, auditing, taxation, payroll and business advisory service.

Inforalgo

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Inforalgo is a trusted partner to leading institutions in Capital Markets and Investment Banking by providing Straight Through Processing (STP) and outsourced data connectivity solutions to optimise trading efficiency and harmonise data sets. Founded in 1982 the company’s growth to date has been largely achieved by referral, which bears witness to the high quality, cost effective nature of our work.

In November 2016 we joined Astuta who are building a leading data technology group. We plan to bring significant additional data integration and management products and services to all our clients over the coming months..

Adapt Accountancy

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Adapt Accountancy renders services for accounting, tax returns, payroll, bookkeeping, and business solutions.

The Hammond Consultancy Ltd

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The Hammond Consultancy Ltd offers financial advisory services for individuals and businesses.

AJS Accounting Services

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AJS Accounting Services provides accounting services to local small and medium-sized businesses.

Freelance Accountancy Services

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Freelance Accountancy Services provides accounting, auditing, tax and financial planning services.

TFT Partners

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Crowdfunding VC startup in Jerusalem, Israel.

Aston Reinvestment Trust(ART)

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ART’s remit is to ensure that viable businesses and social enterprises in the West Midlands can access the finance they need.

Birmingham Investment Group

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Birmingham Investment Group represents the combined experience, knowledge and resources of well-established financial advisors.

Colmore

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Colmore provides Industry-defining solutions for the fintech era, designed to give investors more control, clarity and confidence.

rentE

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rentE is Providing Uber ready electric cars from just £59/week including fuel and insurance.

Premium Choice

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They are an insurance specialist with a niche approach combining cutting edge technology which allows clients to be treated as individuals, not just numbers. Back in August 1999, with over 50 years’ worth of insurance experience between them, entrepreneurs Mark Woods and Richard Dornan worked tirelessly with insurers to deliver competitively priced insurance for the niche market.

Their objective back then is what they endeavor to deliver today – to provide car, van and bike enthusiasts a genuine choice of quality and affordable motor insurance, backed up by first-class customer service at all times. 18 years later, Premium Choice is still as dynamic and has enjoyed continued success in the increasingly competitive specialist motor insurance market.

Now they are a company of over 200 staff but they are still passionate about being unique and a leading broker not just a call centre. Their approach is simple to continue providing high quality insurance products at affordable prices, backed by a first class service..