Lucent Financial Planning Ltd. situated in Solihull, is an independent chartered financial planning firm. At the reputable establishment is Steve Rowe, an independent financial adviser and the director of Lucent Financial Planning Ltd. Their extensive knowledge and expertise are the driving force behind delivering the highest quality advice to all their clients. The team is dedicated to guiding you in making well-informed financial decisions by comprehending your concerns and aspirations in financial planning. With a warm and personable approach, their friendly team operates with unwavering integrity, ensuring they offer the best possible service. Lucent Financial Planning Ltd is committed to helping you discover your financial purpose, organize your finances, and design the life you aspire to lead. Their financial plans are meticulously crafted by individuals who truly understand your unique situation and genuinely care about your well-being. To discussions about your financial future, Lucent Financial Planning Ltd also provides free, no-obligation meetings.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• They Build and Implement Your Plan.
• Friendly Financial Planning for Your Exciting Future.
3 Best Financial Services in Solihull, UK
Expert recommended Top 3 Financial Services in Solihull, 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.
LUCENT FINANCIAL PLANNING LTD. REVIEWS
Straightforward clear advice based on their (Luke in my case) understanding of financial planning options. All done in a relaxed atmosphere in which they take the time to understand where you are at and where you want to be heading before tailoring their advice accordingly.
Steve and his team have definitely helped us achieve our retirement goals so far and they continue to develop and support a retirement community at Lucent. Well done everyone and thank you.
Steve and his team provide brilliant and personalised financial advice with lots of focused help, tailored to your personal situation. Would recommend Lucent without hesitation.
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Warren Wealth Limited stands as one of the prominent financial service providers in the United Kingdom, dedicated to assisting both individuals and businesses in realizing their financial aspirations. Their approach is straightforward: you share your current financial situation, objectives, and desired timeframe for achievement. Subsequently, they formulate a practical plan meticulously crafted to help you reach those financial goals. They engage in discussions with you to agree upon the actions you wish to pursue, all while providing clear and comprehensible advice. Although the ultimate decisions rest in your hands, they remain committed to offering their guidance and support, not just now but in the long term. Furthermore, they explore the creation of a customized financial plan, which they regularly review with you, making adjustments to align with your evolving circumstances.
UNIQUE FACTS:
• They Offer an Initial Complimentary Consultation.
• Financial Advise for Individuals and Businesses.
• They Specialise in Explaining, Recommending snd Monitoring Pensions gor You.
Speciality:
Contact:
Working Hours:
Sun: 8:30am - 3pm
TBR® Inspection Report:
WARREN WEALTH LIMITED REVIEWS
Just want to say thanks to Matt at Warren Wealth following our call for help and advice at the time of my Wifes retirement. Matt called back immediately even though he was on holiday abroad ! and arranged a home visit, at which he gave us invaluable information and advice regarding our various pension schemes, retirement planning and tax implications thereof. Matts experience and manner gave us the confidence to make decisions we had been putting off for lack of knowledge and we both feel relieved things have moved forward.
I had the pleasure of meeting with Matthew Warren, my dad financial advisor.. outstanding service all the way. A man of excellence and integrity ,looking out for you and what's the best move forward .. I would recommend Matthew Warren to family and friends.... Outstanding ....
Matthew was very thorough .He explained everything in a way I could understand and gave me sound advise. I trust and recommend Warren Wealth .
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MWS Financial Advisers Limited stands as a reputable provider of financial and wealth management services within Solihull. Operating as a financial consultancy firm since 2001, directors and financial advisors lead this establishment Scott Matthews and John Watts. Complementing their leadership, they have curated a team of seasoned specialists with impressive qualifications and extensive experience, ensuring the delivery of top-tier financial services to clients. MWS Financial Advisers Limited excels in offering tailored financial advice to address your specific financial circumstances, ensuring including coverage. They extend their expertise to provide insurance guidance for safeguarding your home, personal possessions, income, health, business, and family. With a flexible approach to financial services in Solihull and its environs, MWS has garnered popularity among their clientele. They offer personalized, bespoke services at their offices in Knowle or within the comfort of your home, all scheduled at your convenience. Furthermore, MWS Financial Advisers Limited offers a complimentary consultation as part of their service.
UNIQUE FACTS:
• Provide The Utmost Quality in Financial Services.
• Their Advisors Are Readily Available to Offer Supplementary Guidance and Updates.
• Get in Touch With them Today to Initiate a Conversation About Your Retirement Planning Requirements.
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Contact:
Working Hours:
Wed & Thu: 9am - 4:30pm
Fri: 9am - 2:30pm
Sat & Sun: Closed
TBR® Inspection Report:
MWS FINANCIAL ADVISERS LIMITED REVIEWS
We used Oliver for our remortgage in April and couldn’t recommend him enough! Through a number of zoom calls and comprehensive emails, Oliver highlighted the best options for us. Throughout the remortgage process we were kept up to date with the most recent developments in the market and advised if there was a better option for available. If you are needing a mortgage for a new home or to remortgage your current home, I’d definitely recommend giving Oliver a call!
Ollie was fantastic at talking through our mortgage options and helping us understand the pros and cons of each one. Whilst we had a rather bumpy journey for our house move with buyers pulling out etc, Ollie was able to help us understand exactly what our options were at every opportunity and supported us with a great deal whilst being very professional throughout the process. I would recommend him and the team to anyone looking for any financial advice.
I used Oliver Watts from MWS Financial advisors to assist with remortgage on my existing property. He was fast, efficient, polite, helpful and negotiated excellent interest rates on my behalf. He contacted me around 6 weeks later and informed me, had I not took his advice I would be paying nearly 2 % more on my mortgage. Great service, would highly recommend.
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