Kevin Healy is a standout financial planner in Motherwell, serving as a dedicated Financial Adviser committed to providing improved value and options for his clients. Understanding the uniqueness of each individual's circumstances, he invests time in getting to know you, discussing your priorities, and setting future goals. As a trusted adviser, he simplifies the intricacies of pensions and investments, implementing a goal-based plan to ensure peace of mind for you and your loved ones' future. Kevin consistently enhances his knowledge and expertise through participation in industry events and formal training. Get in touch with Kevin Healy today to benefit from his professional services.
UNIQUE FACTS:
• 24/7 Access To Your Investments On Your Personal Client Site.
3 Best Financial Services in North Lanarkshire, UK
Expert recommended Top 3 Financial Services in North Lanarkshire, 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.
KEVIN HEALY REVIEWS
Visited Kevin Healy recently for some help with my pension. He was very friendly, approachable and knowledgeable. He completed a full fact find on my needs going forward and my finances. He provided me with my options and answered any questions I had to help me reach my decision. I found Kevin's help and guidance invaluable and have recommended him to my family and friends.
I sought advice from Kevin regarding a first-time mortgage for me and my partner. I am so glad I did as it simplified and sped up the entire process for us both. Kevin is an expert in his field and he was able to find us deals which we could not find on the internet or directly through the banks. If you are considering a mortgage advisor then I highly recommend Kevin.
I recently spoke to Kevin about my work pension and overall finances. During the meeting he helped me formalise a plan in my head which will help with my family's future I have spoken to several IFA'S in the past but I felt Kevin totally understood what I was trying to achieve and I will definitely attange a follow up meeting keep with him.
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Bird Stewart Financial Services Ltd, situated in Airdrie, operates as a financial planning firm providing custom-tailored solutions to its diverse client base. Niall Stewart, the director, boasts over thirty years of experience in financial services, catering to both corporate and personal clients. Niall takes pride in delivering high-caliber financial advice and upholds a commitment to providing independent financial advice and service. The firm's ongoing growth aligns with its steadfast commitment to running day-to-day operations with an ethos focused on delivering clear, effective financial advice that consistently results in positive client outcomes.
UNIQUE FACTS:
• Customised Services.
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BIRD STEWART FINANCIAL SERVICES LTD. REVIEWS
My husband and I have had the pleasure of dealing with Kerry Mitchell at Bird Stewart in order to secure a mortgage deal for our first home purchase together. We thought it might be a tricky process but Kerry made it all very easy to understand and worked diligently to provide us with the most appropriate solutions, allowing us to complete on our first home. This company were very helpful, professional and friendly and I would highly recommend.
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'Affinity Financial Planning Ltd' operates as an independent financial advisory firm in Airdrie, serving businesses and individuals across Central Scotland. Directors and financial advisers Adie Meehan and Tom Ward collaborate to provide comprehensive financial planning encompassing pensions, investments, insurance, and mortgages, delivering substantial value to clients. Through first-class face-to-face meetings, they work collectively to understand your goals, objectives, aspirations, and financial situation. Known for their approachability, they have successfully assisted thousands of individuals throughout Scotland in securing improved financial arrangements.
UNIQUE FACTS:
• Independent And Totally Unbiased.
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Sat & Sun: Closed
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AFFINITY FINANCIAL PLANNING LTD REVIEWS
The team at Affinity were friendly and really easy to talk to. I would recommend them to anyone looking for a Mortgage
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