Bainlye Drake Wealth Limited, a prominent financial firm in the UK, is dedicated to assisting individuals and businesses in realizing their financial objectives. Under the guidance of economic planners Simon Drake and Alefa Bwalya, the firm provides expert advice on 'Wealth Building' and 'At retirement' matters. Both directors are Pension Transfer Specialists, and the company proudly holds the PFS Gold Standard. Leveraging a talented team and cutting-edge technology, they strive to secure the most favourable outcomes for their clients. By crafting practical plans tailored to individual objectives, they engage in thorough discussions with clients to determine the best action. The result is a positive financial impact on the client's future self.
UNIQUE FACTS:
• Jargon-free Advice.
• Using The Latest Technology And Ideas.
• Help Individuals And Businesses.
• Listening First & Speaking Last.
3 Best Financial Services in Chelmsford, UK
Expert recommended Top 3 Financial Services in Chelmsford, 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.
BAINLYE DRAKE WEALTH LIMITED REVIEWS
Alefa has looked after my finances for many years now and has always been really helpful, friendly, infinitely patient with the many queries I put to him and I find that doing business with him and the company has been a real pleasure. I could not recommend him and the Bainlye Drake team too highly.
Alefa at Bainlye Drake came highly recommended to me. He helped me plan for retirement and set up a pension as well as making the remortgage process hassle free. The online portal is brilliant too.
Bainlye Drake Wealth are excellent providers with a wealth of knowledge and expertise. In all my dealings with them they have been courteous, professional and straightforward. I highly recommend.
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The Broughton Wilkins Partnership, an independent financial planning firm located in Chelmsford, delivers top-notch advice and service to new and existing clients. The firm is led by directors Adrian Broughton and Diane Wilkins, each bringing over thirty years of experience in the financial services industry. Adrian Broughton offers advice on investments and long-term care, utilizing his extensive expertise gained over three decades. On the other hand, Diane Wilkins, with an equal wealth of experience, focuses on providing retirement planning services for individuals and businesses. Emphasizing corporate and social responsibility, the Broughton Wilkins Partnership actively engages in various initiatives with local and national charities, contributing to community welfare. The firm extends its advisory services to individuals, companies, trusts, and representatives of those in long-term care. Committed to delivering superior advice and service, the firm ensures value for money for its clients. With a vast array of products available from numerous providers, Broughton Wilkins Partnership also offers services to clients in Romford by appointment.
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THE BROUGHTON WILKINS PARTNERSHIP REVIEWS
We have always received professional and friendly advice from Diane. We are now retiring, and know we would not be in the sound position we are without Diane's financial advice and guidance. Would strongly recommend this company
Great advice Diane! I really cannot thank you enough. Sorry. I was so distrought, you couldn't understand me! Such a relief. All being sorted now. I feel sooo much better.
Highly professional. Adrian was rather prompt and extremely kind with his advice. Just fab.
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Taylor Financial Management, situated in Chelmsford, is a financial planning firm led by James Taylor, the managing director and principal adviser. With over 15 years of experience in the financial services industry, James specializes in delivering holistic, high-level financial planning services to his clients. The firm is committed to providing independent financial advice distinguished by seamless service marked by quality, professionalism, and expertise. Understanding the unique objectives of both individuals and businesses, Taylor Financial Management tailors solutions that align with specific needs. Whether prioritizing financial goals, selecting suitable solutions, or implementing strategies, the firm is dedicated to ensuring that clients' requirements are met. Their ongoing service is designed to adapt to the changing landscape, helping clients achieve their desired outcomes. Taylor Financial Management offers the advantage of a single relationship for all financial planning needs, striving to foster long-term connections with clients. The firm is committed to providing the best service, aiming for every interaction to exceed client expectations and contribute to a positive overall experience with Taylor Financial Management.
UNIQUE FACTS:
• On-going Service.
• High-quality And Personal Independent Financial Advice
• Bespoke Financial Advice.
• Private & Corporate Client.
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Sat & Sun: Closed
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TAYLOR FINANCIAL MANAGEMENT REVIEWS
I highly recommend Taylor Financial Management. James is an extremely nice guy who listened to what I was looking to invest in. No question was too much effort to answer and no question too stupid. He was not pushy at all and let me think about the options we’d discussed before setting anything up. I would highly recommend James, especially if you are looking to save on your tax bill or contribute to a pension, which are just some of the services he offers.
Had a great experience arranging my investments with James at Taylor Financial Management. He took his time to explain various options open to me and I never felt rushed or that i was asking too many questions. Having a knowledgeable and proffesional advisor local to me with the backing and security of St. James Place is a winning combination.
Very welcoming and knowledgeable. Empathetic and considerate of individual’s circumstances.
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