Financial-Advisor.co.uk

Money & Insurance
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522 reviews
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Financial-Advisor.co.uk

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Salli

4.00/5.00

"I was introduced to…"

I was introduced to Financial-Advisor.co.uk by a friend and was impressed by their fair rates and trustworthy service. The team is swift and reliable, always available to answer queries, and provides straightforward advice. My advisor, Frankee Hearth, expertly guided me through the re-mortgage process, making herself easily accessible via phone or Zoom. The level of courtesy, efficiency, and friendliness I experienced was outstanding. While the initial contact and appointments were prompt and useful, I look forward to seeing how they support my needs in a more stable future. Overall, I'd recommend their services to friends.

14/11/2024

Hamed Hamed

5.00/5.00

"One of my friends suggested me this…"

One of my friends suggested me this office and I found their rates pretty fair and I found them very trustworthy. Also they are very swift and reliable. I keep recommending them to other friends of mine as well.

15/01/2024

Ronald Richards

5.00/5.00

"Pension review…"

We found the service from Raffaele Castaldoto of Beesure financial planning to be prompt, professional and informative to combine and simplify multiple pension accounts with flexibility for changing future needs

27/10/2022

Clair

5.00/5.00

"PENSION WEBINAR"

Andrew headed a pension webinar for the company I work for. He explained some really tricky stuff, really well. Also very approachable for people to ask questions

03/10/2022

Laura Charlton

5.00/5.00

"Amazing service"

Amazing service

04/07/2022

Ricky Sethi

5.00/5.00

"Was really impressed with a call back…"

Was really impressed with a call back today - Great help and advice. thank you so much

20/05/2022

Bruce Harrison

5.00/5.00

"Minimising Inheritance Tax"

My wife and I felt we needed to re-write our existing wills in order to minimise Inheritance Tax. A solicitor advised to check with a financial advisor or accountant first.

We used Finsncial-Advisor.co.uk to find a local financial advisor. The entire process was completed within a week, including an interview with a wealth management consultant, all free of charge. It turned out our existing wills were fine and that our estate was in good shape to eliminate the need to do anything else to minimise IHT.

Furthermore the Wealth Managment Consultant suggested ways our estate could be used to benefit our family while we are still living.

07/04/2022

ti

5.00/5.00

"It can be daunting contacting a…"

It can be daunting contacting a Financial Adviser to discuss the re-mortgage of our rental properties, Our Advisor, Frankee Hearth, explained the services offered and guided us through the process, every step of the way. The whole process was well handled, and she was never more than a phone, or Zoom call away. I would highly recommend her services

28/02/2022

Andrew Belk

5.00/5.00

"Iv been sorted out with the advisor you…"

Iv been sorted out with the advisor you put me in touch with .he went through every thing and did it so i understood it .very pleased ...thanks

12/02/2022

Cheetham

4.00/5.00

"Very happy with the advice given."

Very happy with the advice given.

11/02/2022
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