
Salli
United Kingdom | 15 November 2024I was introduced to Financial-Advisor.co.uk by a friend and was impressed by their fair rates and trustworthy service. The team is swift and reliable, always available to answer queries, and provides straightforward advice. My advisor, Frankee Hearth, expertly guided me through the re-mortgage process, making herself easily accessible via phone or Zoom. The level of courtesy, efficiency, and friendliness I experienced was outstanding. While the initial contact and appointments were prompt and useful, I look forward to seeing how they support my needs in a more stable future. Overall, I'd recommend their services to friends.

Hamed Hamed
United Kingdom | 16 January 2024One of my friends suggested me this office and I found their rates pretty fair and I found them very trustworthy. Also they are very swift and reliable. I keep recommending them to other friends of mine as well.

Ronald Richards
United Kingdom | 27 October 2022We found the service from Raffaele Castaldoto of Beesure financial planning to be prompt, professional and informative to combine and simplify multiple pension accounts with flexibility for changing future needs

Clair
United Kingdom | 04 October 2022Andrew headed a pension webinar for the company I work for. He explained some really tricky stuff, really well. Also very approachable for people to ask questions

Laura Charlton
United Kingdom | 04 July 2022Amazing service

Ricky Sethi
United Kingdom | 20 May 2022Was really impressed with a call back today - Great help and advice. thank you so much

Bruce Harrison
United Kingdom | 07 April 2022My wife and I felt we needed to re-write our existing wills in order to minimise Inheritance Tax. A solicitor advised to check with a financial advisor or accountant first. We used Finsncial-Advisor.co.uk to find a local financial advisor. The entire process was completed within a week, including an interview with a wealth management consultant, all free of charge. It turned out our existing wills were fine and that our estate was in good shape to eliminate the need to do anything else to minimise IHT. Furthermore the Wealth Managment Consultant suggested ways our estate could be used to benefit our family while we are still living.

ti
United Kingdom | 01 March 2022It can be daunting contacting a Financial Adviser to discuss the re-mortgage of our rental properties, Our Advisor, Frankee Hearth, explained the services offered and guided us through the process, every step of the way. The whole process was well handled, and she was never more than a phone, or Zoom call away. I would highly recommend her services

Andrew Belk
United Kingdom | 12 February 2022Iv been sorted out with the advisor you put me in touch with .he went through every thing and did it so i understood it .very pleased ...thanks

Cheetham
United Kingdom | 11 February 2022Very happy with the advice given.

Mr Terence
United Kingdom | 03 February 2022Super. Let me know in easy terms my best options, without costing a penny.

Farndale Financial
United Kingdom | 08 January 2022I have dealt with this company for many years and have always found them very efficient and competitive.Their staff are also most helpful and knowledgeable

Patrick Middleton
United Kingdom | 08 November 2021Initial phone chat was helpful and productive. First contact with Steers was remarkably swift. Subsequent interview at my home was pleasant and extremely thorough. Could not be more happy at this point.

Ann S
United Kingdom | 05 November 2021Really helpful professional advice

Nigel Smith
United Kingdom | 15 September 2021Very helpful advice non sales pressured have passed name a number onto two people wishing to sort out pensions

Mr Singh
United Kingdom | 14 September 2021I got a call from one of the Financial advisor local to my place on the same day despite it being weekend. His telephone advise resolved my queries and the advise was really useful and appreciable.

mark farrer
United Kingdom | 10 August 2021Very happy with the IFA I was put in touch with. They have been v helpful and informative and Craig at Ascot Lloyd has communicated with me all the way along. V content thank you

Harry Steels
United Kingdom | 26 June 2021The local IFA got in touch straight away and we got a speedy and very useful appointment at which they explained what they could possibly do for us and we described what we wanted to do. We already have a follow-up meeting at which they will make suitable targeted suggestions from which we can make choices. Courteous, thorough, efficient and friendly - what more could we ask?

Paul Ravenhill
United Kingdom | 16 June 2021Good constructive zoom meeting with all the information presented in a straight forward easy to understand manner. Would recommend these people without hesitation. No unnecessary contact and what there was was kept short and to the point.

Mr Pacey
United Kingdom | 04 June 2021The advisor was able to give me clear, well-informed advice about my situation and enabled me to make a decision about my funds that gave me long term protection.