First Service Financial Ltd operates as an independent financial advisory firm, providing reliable, transparent, and professional financial advice across the United Kingdom. Killian Kirkpatrick, the Director and Independent Financial Adviser, leads the company. Since its establishment in 2001, First Service Financial Ltd has been dedicated to delivering exceptional service to individuals and businesses across various backgrounds, demonstrating a passionate commitment to their profession. Acknowledging the uniqueness of everyone's needs and objectives, First Service Financial Ltd embraces the belief in tailor-made personal assistance at the core of its approach. The firm's dedicated financial advisers collaborate with clients to make informed decisions about their financial future, developing a personalized plan based on individual financial goals and needs. With the experience and commitment to assist in implementing these plans, the firm offers expertise in constructing investment portfolios, devising tax-efficient retirement strategies, and providing mortgage and protection advice. First Service Financial Ltd comprehends its clients' diverse personal and business objectives, striving to deliver solutions that precisely align with their needs.
UNIQUE FACTS:
• Free Financial Consultation.
• First-class Financial Advice.
• Expert & Professional Pension Advice.
3 Best Financial Services in Charnwood, UK
Expert recommended Top 3 Financial Services in Charnwood, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
FIRST SERVICE FINANCIAL LTD REVIEWS
Jenny became my FA during the last year and helped me amalgamate my finances so that they were performing better and all under the same umbrella. She was excellent in explaining the process with timescales and charges in language that I understood. She was extremely professional at all times but very friendly and patient during times I needed clarification. I would highly recommend Jenny any time. First Class Service.
Used this company to sort out my pensions. One of the best decisions I have ever made. What’s 1st class service I received. Combined my pension and gave advise on taking cash free cash out. All done with no hassle and always there if I had any questions.
Our personal advisor Tim was able to explain the options open to us very clearly. There were no hidden costs and the pension product we chose eventually gives us great flexibility. Would definitely recommend to a friend.
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Chesterton House Financial Planning Ltd is a prominent provider of Financial Planning services in Loughborough. With over 30 years of experience, an integrated approach involving their Financial, Accounting, and Legal teams, and a personalized service tailored to your needs, they are confident in delivering a unique experience. The firm has established its reputation on the pillars of trust, integrity, and professionalism, with the overarching goal of helping all clients achieve financial freedom. Equipped with a team of experts and a clearly defined process, Chesterton House Financial Planning Ltd is committed to assisting clients in realizing their plans swiftly and efficiently. Transparency is a key element of their service, and they take pride in openly communicating about their offerings. Their passion for their work is reflected in their internal and external professional conduct. Taking the time to comprehend and clarify clients' issues, they provide sound and practical legal advice to safeguard their future and family. The firm employs 'Values-based' financial planning to identify what matters to clients and the goals they aspire to achieve, whether it involves investing, retirement planning, or wealth management. Enquiries can be submitted via email, phone, or in person, and the team takes the initiative to explain the precise steps needed to achieve clients' goals during subsequent interactions. The Financial Planning team at Chesterton House collaborates with clients to identify their priorities and implement a long-term strategy.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Free 30-minute Phone Call.
• Knowledgeable Professional Team.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CHESTERTON HOUSE FINANCIAL PLANNING LTD REVIEWS
I have been a customer of Chesterton House for some 3 years now and found the service friendly and extremely professional. From my first call to building a financial plan, investing and onto retirement Lisa and the team have been ever helpful and taken time to answer any queries we may have. I am able to let Chesterton House do the work whilst we enjoy other things in life. Glyn and Alison Sibson
Engaging the services of Chesterton House was one of the best decisions my wife and I have ever made. Feel like we are in control of our destinies and able to make the most of our pension savings. Big enough to be secure and small enough to be personal and caring. Do feel we can trust them with our futures and would happily recommend them to friends and family.
Had a great meeting today with Lisa. It's professional and informative but makes you feel like you are meeting friend. Always a warm welcome and plenty of time to discuss personal issues and future investments. I had all my worries and questions addressed leaving me feeling safe and content.
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Woodgate Financial Planning Ltd is one of Loughborough's premier independent financial planning firms. Led by David Wright, who serves as the Director and Financial Planner, the Woodgate Financial Planning Ltd experts instill confidence in clients, empowering them to enjoy the lifestyle they desire. The firm's clients seek peace of mind and security by understanding their financial trajectory and the necessary steps to secure the life they envision. Committed to providing comprehensive legal and financial expertise cost-effectively, Woodgate Financial Planning Ltd collaborates with clients to formulate detailed, step-by-step action plans tailored to achieve their personally inspiring goals. The firm emphasizes helping clients comprehend their financial figures offering advice on accumulation, management, and enjoyment. The expertise provided by Woodgate Financial Planning Ltd ensures clients have the confidence to pursue their desired lifestyle. Working with motivated individuals, the firm employs a personal investment strategy to propel clients toward their financial goals. Drawing on years of experience, Woodgate Financial Planning Ltd has developed and refined processes to guide clients effectively. Their dedication to helping clients achieve their goals is unwavering, focusing on ensuring clients can enjoy their ideal lifestyle both now and in the future. The firm is committed to ensuring that clients' money aligns seamlessly with their planned lifestyle, allowing them to spend their time on what matters most to them.
UNIQUE FACTS:
• Free 30 Minute Consultation.
• Online Appointments.
• On-site Services.
• Six Step Process.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WOODGATE FINANCIAL PLANNING LTD REVIEWS
The professional & friendly service provided by Woodgate FP has been of great comfort since 2013. They have been totally honest & forthright for myself & my extended family. They have provided expert advice to ensure our capital base has kept going forward.
Woodgate planners put a human face on Finance. They make sure they find out what your life goals are before doing anything. It's all about what you want your money to do for you - and not the other way round. Highly recommended.
We've been working with David and the guys at Woodgate for ten years, they are always professional and have helped us get our financial affairs in order.
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