Every Step Financial Services - Halifax

Every Step Financial Services is a financial consulting firm located in Halifax, United Kingdom. Their address is Croft Myl, W Parade, Halifax HX1 2EQ. You can easily reach them by phone by calling 7434153523. If you prefer, you can also visit their website at everystepfs.co.uk.

This financial consulting firm specializes in providing financial advice and guidance to individuals and businesses. Their team of experienced financial consultants work closely with each client to understand their unique financial needs and goals, and then develop a customized plan to help them achieve those objectives.

One of the things that sets Every Step Financial Services apart from other financial consulting firms is their commitment to providing transparent, honest, and unbiased financial advice. They are not beholden to any financial products or institutions, so you can be sure that the advice they give is truly in your best interest.

Another key feature of Every Step Financial Services is their focus on education. They believe that the more you know about your finances, the better equipped you will be to make informed decisions about your financial future. That's why they take the time to explain financial concepts and strategies in clear, easy-to-understand terms.

If you're looking for a financial consulting firm that you can trust to help you manage your money and achieve your financial goals, Every Step Financial Services is an excellent choice. With their experienced team of financial consultants, commitment to transparency and education, and convenient location in Halifax, they have everything you need to get your finances on track.

In terms of what you can expect when you work with Every Step Financial Services, you can expect personalized attention, customized financial plans, and ongoing support and guidance. They will work with you every step of the way to ensure that you are on track to meet your financial goals.

When it comes to reviews and reputation, Every Step Financial Services has an excellent track record. They have 6 reviews on Google My Business with an average rating of 5/5. This is a testament to the high-quality financial consulting services that they provide.

Reviews of Every Step Financial Services

Helen Jugroop

5/5

I've worked with Jo for a few years now & she is extremely approachable & friendly. Her advice has helped so much in understanding about my future finances.
She actually talks in a language that I understand & makes it easy to get to grasps with financial stuff which is not my forte.
I have recommended Jo to friends & family & they have benefitted from her advice too.

Joelle Byrne

5/5

Absolutely incredible service! Joanne took the time to sit with us, talk to us (not at us!) and understand our very complex, individual circumstances. Her advice was unbiased, considered and perfectly suited to our needs. Highly recommend!!

Grace Carter

5/5

Jo is a an actual lifesaver. I was on the hook for a >£100k inheritance tax bill after an 18 month probate process. My lawyer had tried everything, and we were in dire straits - the bill exceeded what was available in cash to pay it. I got second and third opinions from lawyer friends… No one had any better news for us. In desperation I turned to Jo who immediately spotted that I was entitled to transfer some of my deceased father’s allowance since my parents never divorced. SOMETHING MY LAWYER COMPLETELY MISSED! Unlike Jo, he’d just assumed that because they weren’t together, they were divorced. Jo takes the time to know her customers, assumes nothing, listens to EVERYTHING and that, along with her razor sharp mind and fairly recent training means she is on top of all the most recent legislation and can get the very best outcomes for her clients. My bill dropped to £8.5k thanks to Jo’s knowledge and intelligence and I am forever in her debt. Thank you, Jo. I cannot sing your praises highly enough, and my mum would be so, so grateful to you

Alan Ide

5/5

Jo has helped my wife and me with our pension planning and given us general financial advice. She is extremely knowledgable and helpful and we can highly recommend her services.

Frank Jeffs

5/5

I am delighted to speak on behalf of JOANNE FLANAGAN of Every Step Financial Services. Joanne has provided financial advice to my wife and I for some time now and she has always offered this advice in a most professional manner. She listens carefully to our views and reflects them in her judgements. For many years Joanne ably monitored our investments and offered us advice on the way forward.
Recently however Joanne has gone beyond what we could have expected as she has supported us with help, compassion, and understanding during our daughter's difficult divorce. We have had to loan our daughter much of our savings to fund her legal bills which have come in at irregular and sometimes unexpected moments. Joanne has always been there to with advice and help organising the arrangements and managing our withdrawls. She has proved herself a true friend as well as a financial adviser. When the divorce is settled and the loan repaid I look forward to reinvesting our savings with Joanne and Every Step. Thank you Joanne
Frank Jeffs 14/12/24

Andrew Laird Boldy

5/5

First class service, with Joanne going above and beyond the call of duty. She is always available for a chat about plans, keeps me informed and quickly actions changes when needed. Can not recommend highly enough