Carnegie Financial Services Ltd stands out as one of the premier financial planning firms in Kirkcaldy, specializing in professional advice on retirement planning. With a wealth of experience exceeding 30 years in the field, their seasoned team is well-versed in offering guidance on various financial aspects, including property, investments, and more. The company's experts bring extensive industry knowledge, ensuring adept handling of diverse financial matters. Carnegie Financial Services Ltd provides practical solutions encompassing insurance, savings, mortgages, investments, and retirement plans. Their advisers, with a commitment to flexibility, accommodate clients with options for office visits or home consultations. Whether you seek expert advice on mortgages or comprehensive financial planning, please rely on the expertise of their seasoned financial advisers. Catering to corporate customers and private individuals, Carnegie Financial Services Ltd offers various financial services to address diverse needs. Carnegie Financial Services Ltd provides multiple financial solutions, including expert guidance on investments, mortgages, and retirement planning. Their professionals can assist you in Fife and the surrounding areas, including Dundee & Edinburgh.
UNIQUE FACTS:
• Professional Financial Advice.
• Experienced Financial Consultants.
• Wide Range of Financial Services.
• High Standard of Professionalism & Customer Service.
Best Financial Services in Fife
Expert recommended Top 3 Financial Services in Fife, 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.
We have a strict “No Pay to Play” policy.
CARNEGIE FINANCIAL SERVICES LTD REVIEWS
Richard Hunter at Carnegie Finanical Services has sorted out three mortgages for me, helped me invest money and has sorted out my life and critical illness insurance. When I was ill and had cause to claim on my critical illness insurance, Richard handled the paperwork and I received a payout from the insurance company. Richard is a good man who really cares for people.
Great service from Richard at Carnegie Financial Services. Richard saved us money on buildings and content cover and mortgage life cover, he also got us a great deal on a new mortgage. The personal service you get from Carnegie Financial Services made the whole process completely hassle free.
Have been using Carnegie Finance Services for a good number of years now. Richard has been a great help keeping us right with a lot of our financial matters. Nothing never a problem no matter what.
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DWM Financial Planning Ltd specializes in delivering top-notch customer service and establishing enduring, reliable connections with its clientele. Bill McSkimming, a partner at DWM Financial Planning Ltd, serves as the financial adviser, bringing his expertise in financial services since 1984. Committed to providing exceptional client care, he leads a team of financial advisers, including Kelly Devlin, Alex Martin, Russell Todd, Mary Dick, Vicky Menzies, and Gary Walsh. Together, they form an approachable and amiable team of professionals boasting a cumulative experience of over 150 years. DWM Financial Planning Ltd aims to assist in building, growing, protecting, or preserving wealth by offering a comprehensive array of financial services for both Personal and Corporate clients. Whether your goals involve wealth management, pension planning, or navigating mortgage options, their team tailors results to meet your specific needs. Catering to the business community and individual clients, the DWM Financial Planning Ltd team specializes in providing expert guidance in wealth management and pension planning. Their commitment is to support you at every stage of your financial planning journey. Emphasizing high-quality customer service, DWM Financial Planning Ltd prioritizes cultivating lasting and trusted relationships with clients. Open communication is encouraged, and client feedback is actively sought, serving as a valuable tool for the ongoing evolution of their business.
UNIQUE FACTS:
• Clients Across The Whole of Scotland.
• Trusted Relationships With Their Clients.
• Wide Range of Services.
• Timely Manner.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
DWM FINANCIAL PLANNING LTD REVIEWS
They provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Their emphasis is and has always been on high quality customer service.
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Cairn Independent Ltd recognizes your unique financial needs, and as such, they specialize in crafting personalized financial plans just for you. Their advisers, including Aaron O'Neill, Teresa Lambert, and Daniel Douglas, understand the importance of tailoring strategies to suit your circumstances. They excel at simplifying complexities, avoiding lengthy reports filled with jargon, and instead pride themselves on delivering clear and concise information. They take pride in creating financial plans that revolve around your aspirations, ensuring simplicity and clarity without unnecessary technical language. At every stage of life, Cairn is here to support you. Their dedicated team of highly qualified Financial Advisers, backed by an experienced and passionate support team, is committed to assisting you on your journey to realizing the life you aspire to achieve.
UNIQUE FACTS:
• Complimentary Initial Consultation.
• Their Pricing is Fully Visible.
• Independent Financial Advice.
• Cutomer-first Approach.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CAIRN INDEPENDENT LTD REVIEWS
Friendly knowledgeable staff.Advice and assistance first class.
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