3 Best Financial Services in Plymouth, UK

One of the key elements of having a personal Financial Adviser, is that you trust them! In all my dealings with my Equitas adviser which has spanned over many years, I have never had reason to doubt his extensive knowledge and advice and have always been very grateful for the time he has spent explaining the various investment vehicles which would be of benefit to me and my situation. We have regular reviews, and I am able at any time, to view my investments on line, but my Equitas adviser is always at the end of the phone if required and very approachable, which is another reason why I am very happy with the service I receive from Equitas and would highly recommend them as a professional Financial Advice company.

My Equitas adviser is easy to contact and will spend as long as we need to explain things. He advises us of any changes in our portfolio. In the past we have had very poor service from our previous advisors, who were with a bank, and they kept changing personnel. With my Financial adviser he is the man we speak to and see every time we need to and so don't have to explain our circumstances to a stranger each time. My Equitas adviser is not only our financial advisor but a very personable character.

My Equitas adviser presents himself in a pleasant & unassuming manner. His financial presentations are impressive, in which my Equitas adviser is able to revise in accordance with the clients wishes. Once agreed the client is able to upload their financial investment in order to keep the investment under review. This is underpinned with regular Investment Portfolio Summaries, 6-monthly half year statements & an annual review meeting with my Equitas adviser.

Cannot recommend Clare highly enough, we had a slightly tricky situation and Clare was absolutely amazing from the very beginning. She provided us with honest advice and knowledgeable information. Unfortunately at one stage it looked as though we wouldn’t be able to secure the house we wanted but Clare overcome this and found an alternative for us. We have exchanged and cannot wait to move into our new home. Thank you SO much xxx.

Could not recommend this company enough. We had the pleasure of dealing with River who was unbelievable. He always had our best interests at heart and made everything so easy for us. Being first time buyers can be very daunting, but River explained everything simply so it was easy to understand. Kept us up to date every step of the way and was just so helpful. Anything mortgage related, he’s your man.

We used Sirius Finance when looking at Equity Release for mum in law. We met with Clare Halfyard at the very beginning. She was very helpful and hugely informative on the whole process of a life time Morgage. Clare investigated and found the right product and helped us through the whole process start to finish. She was always available to advise and sort any issues, helping with all the paperwork, legal aspects and any other issues as we progressed through. Sirius & Clare were brilliant throughout and I would highly recommend Sirius to anyone looking to consider equity release.