Friendly Wealth Management is a well-established financial firm with a track record of over two decades. They are staffed with experienced and qualified financial planners dedicated to building long-term and trusted relationships with their clients. One of their standout features is providing access to chartered financial planners with qualifications and experience in specialized areas, including pension transfers and retirement planning. They offer a comprehensive range of services tailored to address clients' investment and financial management needs. Their approach is centred on ensuring that clients fully comprehend the intricacies of financial matters, empowering them to make confident and informed decisions about their finances. The scope of 'Friendly Wealth Management's wealth management service extends to reviewing existing investments and pension plans, analyzing current portfolios, and assessing individual investment risk tolerance. Their services are available in Stafford, Uttoxeter, Stoke-on-Trent, Stone, Eccleshall, Newcastle-under-Lyme, and the surrounding areas.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Free Initial Consultation.
• Experienced and Qualified Financial Planners.
• With Over 20 Years of Experience.
• Ongoing Reviews and Market Update.
• Clear and Transparent Charging Structure.
• Excellent, Personal Service & Support.
Best Financial Services in Stafford
Expert recommended Top 3 Financial Services in Stafford, 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.
FRIENDLY WEALTH MANAGEMENT REVIEWS
Friendly Wealth is a very professional company. We have been looked after by Martin from start to finish. Martin's attitude, skill and knowledge has been exemplary. We felt comfortable, we were listened to and every step was explained to us. The administrative staff also gave us excellent service. We would highly recommend Friendly Wealth to anyone who needed advice and support on investments etc. We feel safe and secure in their capable hands. Thank you.
Having changed jobs numerous times over the past 38 years and also having worked for several companies who had changed ownership during that time, my pension portfolio was extremely complex and its true value unclear.
Very good service as always, care and accuracy in every way. Very professional and lovely staff. would fully recommend.
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'Principle Wealth Solutions Ltd' boasts a team of highly qualified financial professionals with a cumulative experience in financial services exceeding 150 years. The company's directors, Ian Warburton and Leigh Kenny, lead the way at 'Principle Wealth Solutions Ltd'. Their primary focus is on providing comprehensive advice and financial planning to individuals seeking to optimize their financial situations, reduce mortgage obligations, and safeguard what matters most to them. Their mission centres on creating a pathway toward a more financially secure future for individuals, families and businesses of all sizes. The cornerstone of their financial planning process is a thorough understanding of your current financial circumstances, serving as the basis for designing a financial plan tailored to meet your future needs. Their commitment to treating customers ensures they have your best interests at heart. They lend an attentive ear to your needs, aspirations, and objectives, ultimately crafting a plan that enables them to offer clear, jargon-free advice regarding the most suitable financial products for your specific situation. Reach out to 'Principle Wealth Solutions Ltd today for a no-obligation conversation about planning your financial future.
UNIQUE FACTS:
• Professional and Experienced Team.
• No Obligation Chat.
• Calculators are Available.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PRINCIPLE WEALTH SOLUTIONS LTD REVIEWS
We have been using Rachael Bailey / Manning as our financial advisor for many years, well before she became independent. Her advice has always been second to none. We have watched our investments grow over the years and never had any anxieties about leaving our monies in her capable hands. We have always found her very professional and goes through everything in detail when we have our annual review. Rachael is very knowledgable and obviously keeps up to date with changes in her business duties. We would recommend her without hesitation to friends and family.
Can't speak highly enough of the advice and service offered-from initial enquiries through to completion. I'll always recommend PWS to family and friends who are re mortgaging!
Great advice and friendly service from Principle Wealth Solutions Ltd.
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Abacus Associates Financial Services Ltd is among the prominent financial services companies in the United Kingdom. At the helm of this organization is Martin Field, an impartial and whole-of-market Independent Financial Advisor (IFA) with an extensive background spanning over 26 years in the Financial Services field. Martin Field is characterized by his meticulous organization, well-thought-out planning, and proactive approach to financial management. His communication skills are top-notch, ensuring all discussions are followed up appropriately. He excels in keeping clients informed about the progress, and he consistently delivers on his commitments. The core of their services revolves around Independent Financial Advice in a wide range of areas, underpinned by the principles of tailored solutions, exceptional customer relationships, and service excellence. They offer an array of options designed to align with the unique needs of their clients.
UNIQUE FACTS:
• Straight Forward Approach.
• Timely Manner.
• Flexible With Appointment.
• Easy to Understand Language.
Speciality:
Contact:
Working Hours:
Sat & Sun Closed
TBR® Inspection Report:
ABACUS ASSOCIATES FINANCIAL SERVICES LTD REVIEWS
Excellent service from Martin Field, Abacus Associates Stafford. As I had several different types of pensions he reviewed all of them. He prepared a Recommendation report and went through it explaining in detail making sure I understood the proposal. At no point did I feel under pressure as he assured me that it was my decision. Martin communicated with the previous pension companies and and followed up with the new provider making sure I got the optimal result. Always contactable either by phone or one to one meetings, great service, will recommend to friends and family.
Excellent service from Martin Field, Abacus Associates Stafford. The consultation was thorough, explaining my options, reassuring me on the concerns I had and signposted me to other services which could be helpful to me. Extremely helpful, Great Service, Will use them again if needed.
Martin provided an excellent service. He is friendly, efficient, and highly knowledgable. He understood my requirements, and provided a clear, and easy to understand solution. I would highly recommend. Thanks very much Martin!
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