BEST LOCAL RATED
FINANCIAL SERVICES
COVENTRY
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Expert recommended Best Local Rated Financial Services in Coventry. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.
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Godiva Financial Planning Ltd
Friars House, Manor House Dr, Coventry CV1 2TE, United Kingdom
What We Offer:
Godiva Financial Planning was established on the philosophy of offering high quality bespoke advice based on long term relationships. We support individuals and businesses across the region by providing them with a personal service to help them achieve their life goals and ambitions. A bespoke service is offered by taking the time to understand each individual client and business before offering our advice. We provide regular reviews and updates on any financial plans that we establish to ensure they continue to remain suitable for the future. We understand how complex financial matters can be as a result of constant changes to products, services, taxation and markets therefore we aim to simplify the process as much as possible for our clients. Being a Partner Practice within St. James’ Place, means we are able to deliver excellent service and commitment which is supported by an award winning Wealth Management company.SPECIALITY:
Financial Accounting, Risk and Compliance, Technology
Established Since :
GET IN TOUCH
- www.godivafinancialplanning.co.uk
- 024 7736 0315
- info@godivafinancialplanning.co.uk
- Friars House, Manor House Dr, Coventry CV1 2TE, United Kingdom
- Monday to Friday: 9:00am - 5:00pm
- Saturday - Sunday: CLOSED
REVIEWS
implementing products to help meet these targets. They were extremely supportive and very efficient when providing the best advice.
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Future Perfect Financial Solutions Ltd
Binley Business Park, 4 Orchard Ct, Binley, Coventry CV3 2TQ, United Kingdom
What We Offer:
Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative office team. First of all we need to understand you and your financial goals, once we understand what you are financially trying to achieve, we can create solutions to help you reach your financial goals in the most tax-efficient way. We will also assess your current and future financial assets, alongside with your income and expenditure then we can create a plan for the future to help you manage your financial position and achieve your financial goals over the forthcoming years. We offer personal, tailored face-to-face advice in a place of your choice, the opportunity for annual financial reviews.SPECIALITY:
Financial Accounting, Risk and Compliance, Technology
Established Since :
GET IN TOUCH
- www.futureperfectfs.co.uk
- 024 7644 7100
- info@futureperfectfs.co.uk
- Binley Business Park, 4 Orchard Ct, Binley, Coventry CV3 2TQ, United Kingdom
- Monday to Thursday: 9:00am - 5:30pm
- Friday: 9:00am - 4:30pm
- Saturday - Sunday: CLOSED
REVIEWS
Our Mortgage and Financial Advisor Laurence Scott, helped us secure a new mortgage, in order to purchase the remaining 50% of our shared ownership property. Purchasing a shared ownership property can be complicated and long winded, although it was both in our situation, nothing was too much trouble for Laurence. He was always on hand to advise, explain things, and offer us guidance and reassurance.
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Simpson Financial Services Ltd
THE TECHNO CENTRE, Puma Way, Coventry CV1 2TT, United Kingdom
What We Offer:
We aim to provide you with the highest standard of financial advice and we believe that an important part of being able to deliver this quality service is our status as independent Financial Adviser or IFA. All IFAs at Simpson Financial Services have a broad knowledge on personal finance matters which is important as we always provide better financial planning when we have a full understanding of your current finances. Each IFA also has specialist knowledge in areas such as retirement and pension planning, long term care fees planning, saving and investing and using trusts. All advisers, both independent and restricted are registered and regulated by the Financial Conduct Authority. You should check their register as part of your due diligence on where to get your financial advice from. Our registration number is 472031. If you can’t find your adviser firm on the register then you should be immediately concerned.SPECIALITY:
Financial Accounting, Risk and Compliance, Technology
Established Since :
GET IN TOUCH
- www.simpsonfs.co.uk
- 0800 634 2111
- info@simpsonfs.co.uk
- THE TECHNO CENTRE, Puma Way, Coventry CV1 2TT, United Kingdom
- Monday to Friday: 8:00am - 6:00pm
- Saturday - Sunday: CLOSED
REVIEWS
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