Wills Financial Consultancy (Financial Advisors) - Wakefield

Wills Financial Consultancy, located at Address: 14a Bond St, Wakefield WF1 2QP, United Kingdom, is a well-established financial advisory firm that has been providing a range of financial services to its clients for many years. With a Phone: 1924335863 and a user-friendly website at Website: willsfinancial.co.uk, this company has made it easy for potential clients to reach out and inquire about their services.

The firm specializes in several areas, including Financial consultant, Insurance agency, and Mortgage broker. With a team of experienced professionals, Wills Financial Consultancy is equipped to handle all of your financial needs. They offer personalized financial planning services, designed to help you achieve your financial goals, whether you're planning for retirement, saving for your child's education, or looking to invest in property.

In addition, Wills Financial Consultancy offers a range of insurance products, from life and health insurance to property and casualty coverage. They work with top-rated insurance providers to ensure that their clients receive the best coverage at the most competitive rates. And if you're in the market for a new home, Wills Financial Consultancy can help you secure the best mortgage rate possible.

One of the things that sets Wills Financial Consultancy apart from other financial advisory firms is their commitment to accessibility. The firm's offices are fully wheelchair accessible, with a dedicated parking lot and restroom facilities. This commitment to accessibility extends to their customer service as well, with a team of friendly and knowledgeable professionals who are dedicated to helping their clients achieve their financial goals.

Wills Financial Consultancy has received high praise from its clients, with 12 reviews on Google My Business and an average rating of 5/5. Here are a few testimonials from satisfied clients:

I've been working with Wills Financial Consultancy for several years now, and I couldn't be happier with their service. They've helped me plan for my retirement, invest in property, and secure the best insurance coverage for my needs. I highly recommend them to anyone looking for financial advice.

Wills Financial Consultancy made the process of securing a mortgage easy and stress-free. They helped me find the best rate and walked me through the entire process, from application to closing. I couldn't have done it without them

As a small business owner, I appreciate the personalized service I receive from Wills Financial Consultancy. They take the time to understand my business and my financial goals, and they provide me with the advice and guidance I need to make informed decisions. I highly recommend them to any business owner looking for financial advice.

Reviews of Wills Financial Consultancy (Financial Advisors)

Angela OHare

5/5

Georgina my adviser is amazing. Friendly, knowledgeable and helpful without being pushy. Gave me plenty of information and time to make a decision and continues to update and be helpful. I have made a friend as well as obtained a great financial advisor with the backup of a great team behind her. Highly recommend.

dave dagnall

5/5

Gordon of Wills Financial Consultancy is an excellent advisor who goes above and beyond his role.
We have been with him since 2015 and have always found him to be friendly and forthright and he will go out of his way to answer any queries or give advice during our regular annual review and indeed any time I have contacted him he always replies promptly.

Andrew Watson

5/5

I would like to thank both Gordon and Georgina immensely for the service they have provided for me. They are very professional and prompt with their emails and all information was clear easy to understand.
I would recommend this consultancy to anyone needing financial advice.
Once again, thanks a lot.

Sharon and Johan [Achiel] De Clercq

5/5

Georgina has successfully completed some financial services. Very professional and informative. A great team and we would like to highly recommend this company. We have learnt to always think ahead and plan for the future. Thank you so much for your services.

Paul P

5/5

I have recently used the services of Wills Financial Consultancy.
Gordon handled my case.
He calmly and confidently lead me through what I initially had feared was an impossible tangle.
I would definitely recommend Gordon for any future/ financial planning issues

Louise Housecroft

5/5

Georgina was extremely friendly and knowledgeable. She made it very easy to understand when explaining my options, clearly explaining all benefits and risks. The whole process was handled in a professional manor, and I found the documentation provided very helpful. I would recommend to anyone who needs financial advice!

Jake Gowan

5/5

Absolutely brilliant service provided by Georgina; more importantly brilliant communication and transparency throughout. My fiancée and I were given the piece of mind that our daughter would be financially secure should the worse happen which is a huge weight from our shoulders.

Siobhan O'Flynn

5/5

Professional and friendly service, great communication and support with any questions. Georgina offered helpful, pressure-free advice and guided us through the process in a way that was easy to understand. Would recommend to everyone. Thank you!