Financial Design (IFA) Ltd - Kenilworth

Okay, here’s a comprehensive overview of Financial Design (IFA) Ltd, presented in a formal and helpful style, designed to be informative and encouraging:

Introduction to Financial Design (IFA) Ltd

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Financial Design (IFA) Ltd stands as a reputable and dedicated financial advisor firm. Located in Kenilworth, Warwickshire, at Whateley’s Dr, CV8 2GY, the company has established itself as a trusted partner for those looking to achieve their financial goals. Their commitment to personalized service is evident in their comprehensive approach to financial planning.

Company Overview and Services

Financial Design (IFA) Ltd specializes in providing a wide range of financial planning services, catering to diverse needs. They focus on delivering tailored solutions, encompassing areas such as mortgage advice, retirement planning, and private pensions. The firm prides itself on taking a holistic view of a client’s financial situation, considering both immediate and long-term objectives. They understand that everyone’s circumstances are unique, and their advice is always customized accordingly.

Location and Accessibility

The firm’s physical location at Whateley’s Dr, Kenilworth, CV8 2GY, offers a convenient and professional environment for clients. Crucially, Financial Design (IFA) Ltd is committed to accessibility, providing a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a genuine dedication to inclusivity. Clients requiring an appointment will need to book in advance, and on-site parking is readily available.

Contact Information & Online Presence

Clients can easily connect with Financial Design (IFA) Ltd through several channels. Their primary contact number is 01926748025. You can also visit their website at financial-design.co.uk. The website provides detailed information about their services and team. The company also offers online appointments, adding to the convenience for clients.

Client Feedback and Reputation

Financial Design (IFA) Ltd has garnered a positive reputation within the community, evidenced by 19 reviews on Google My Business, achieving an impressive average rating of 4.6/5. Feedback suggests a strong emphasis on attentive communication and a genuine understanding of client needs – a detail that seems to resonate particularly well with their clientele. It’s clear that the team prioritizes building strong, lasting relationships with their clients, fostering trust and confidence.

Key Features & Benefits

• Personalized Financial Planning: Solutions tailored to individual circumstances.
• Expert Mortgage Advice: Guidance on securing the most suitable mortgage options.
• Retirement Planning: Strategies to ensure a comfortable retirement.
• Private Pension Services: Assistance with establishing and managing private pensions.
• Accessible Facilities: Commitment to inclusivity with wheelchair accessibility.

Conclusion & Recommendation

Financial Design (IFA) Ltd provides a reassuring and professional service, combining expert financial advice with a commitment to accessibility and client satisfaction. Based on the overwhelmingly positive feedback and the firm’s dedication to personalized service, it’s clear that they are a valuable resource for anyone seeking to gain control of their financial future. We strongly recommend visiting their website at financial-design.co.uk to schedule a consultation and discover how they can assist you in achieving your financial aspirations.

👍 Reviews of Financial Design (IFA) Ltd

Ryan R.

5/5

These guys are great, a lot of care and attention goes into every conversation to ensure the product/s are right for you. Adam has dealt with our last mortgage renewal and Jordan before, faultless. I was that impressed that I recommended two friends to them who have taken out mortgages and a family member who has taken out a private pension. Very happy, and wouldn't choose anyone else.

Reece F.

5/5

Adam was brilliant in helping with all the mortgage advice and any other queries that we required in purchasing our first home. He was available at all times even outside of his listed working hours. Highly recommended by us for anyone looking for a mortgage advisor.

ashleighquig1

5/5

I’ve recently used Financial Design when looking to get a mortgage as a first time buyer. I was struggling as I’m self employed with a limited business, but Jordan was incredibly helpful, giving me a few different options, explaining everything clearly, every step of the way, and he managed to sort me a mortgage at a rate that I’m happy with. He really went above and beyond from start to finish. He was always quick to respond to emails and calls, and always friendly and approachable. On the odd occasion that Jordan wasn’t available, he made sure that another member of the team (Adam) was on standby if I needed anything- Adam was also very helpful. I couldn’t recommend Jordan (and Financial Design) more! I will definitely use them again in the future!

martyn P.

5/5

I'm very happy with Financial Design's efficiency, quietly looking after my pension fund while I get on with the daily grind of being retired! I confidently recommend them.

Hywel

5/5

We have been clients for over 20 years, and have used Financial Design for mortgage, investment and pension advice. Mark and Jordan provide consistently high quality advice, and are responsive to the client's individual circumstances and requirements.

Body S.

5/5

Contacted them about a few queries I had and I cannot thank them enough for the quick help I received! Wouldn't recommend anyone else and I'd highly recommend speaking with Jordan! Lovely young Gentleman with a bright future.

Ben H.

5/5

Great service! very professional and always explained everything clearly when I was sorting my mortgage. Would recommend them to anyone and I Will use Financial Design again.

Tom J.

5/5

great professional service from start to finish , nothing was ever to much for (Jordan Newbold ) who helped me with all my needs an enquires any time of the day he was always available via phone or email. cant recommend them highly enough.