Assured Life Advisers - Warrington

Okay, here’s a detailed overview of Assured Life Advisers, presented in a formal and helpful manner, suitable for someone seeking professional financial guidance:

Assured Life Advisers: A Comprehensive Overview

Assured Life Advisers is a respected financial consultant and financial planner firm dedicated to providing comprehensive retirement planning solutions. Located at 2 Holes Ln, Woolston, Warrington WA1 4LZ, United Kingdom, they operate with a commitment to clarity, personalized service, and expert advice. Their telephone number is 1925594519, and you can find more detailed information, including their pension advice services, on their website: assured.life.

Specializations and Services

Assured Life Advisers specializes in assisting individuals with their pension arrangements. They offer a range of services designed to help clients navigate the complexities of retirement planning, including:

• Pension Reviews: Assessing your current pension portfolio and identifying potential areas for improvement.
• Retirement Planning: Developing a tailored strategy to ensure your retirement income meets your needs.
• Guaranteed Annuities: Exploring options for a guaranteed income stream in retirement.
• Self-Invested Personal Pensions (SIPPs): Providing guidance on setting up and managing SIPPs.

Location and Accessibility

The firm’s physical location at 2 Holes Ln, Woolston, Warrington, is easily accessible. They prioritize client convenience, offering both online appointments and onsite services. The site boasts wheelchair accessible parking and a wheelchair accessible restroom, demonstrating a strong commitment to inclusivity. Appointments are required, and while not mandatory, the team strongly recommends scheduling one to ensure a thorough consultation.

Client Feedback and Reputation

Assured Life Advisers currently holds 11 reviews on Google My Business, with an impressive average rating of 5/5. These reviews consistently highlight the firm's responsiveness, helpfulness, and dedication to client well-being. Several clients specifically commend the support provided by advisors like Joel, who proactively gather information from providers and connect clients with specialists to complete necessary paperwork – all while offering sound financial advice. The emphasis seems to be on creating a collaborative and supportive environment.

Key Features & Recommendations

Here’s a summary of key features that contribute to Assured Life Advisers’ positive reputation:

• Personalized Service: Clients report feeling heard and understood, with advisors taking the time to address their individual circumstances.
• Proactive Approach: Advisors demonstrate initiative in gathering information and connecting clients with the right resources.
• Expert Guidance: The firm’s expertise in pension planning is consistently praised.

For anyone seeking a trustworthy and knowledgeable financial advisor to help them secure their retirement future, Assured Life Advisers appears to be an excellent choice. We encourage prospective clients to visit their website at assured.life to schedule an appointment and discuss their specific needs. Their commitment to client satisfaction, combined with their convenient location and accessible services, makes them a highly recommended resource.

👍 Reviews of Assured Life Advisers

Julie C.

5/5

I spoke to Joel initially couple of days ago about a GAR pension that I have and he was really helpful and talked me through a few things .
He made a phone call and sent an email requesting information from my provider and then put me in touch with someone else who was able to complete the necessary paperwork after offering best financial advice.

Joel was so helpful and went out of his way to help me as best as he could and I would highly recommend his services to anyone looking for a financial advisor

Paul S.

5/5

I contacted Elm Tree Financial Services in Warrington, leaving a few details at the end of July 2024. I was contacted within 24 hours by Joel, with who I talked through my query over the phone, in a free, initial consultation.

My question was relatively straightforward, but I was appreciative of being able to talk it through with a suitably knowledgeable person, and to explore the topic in more detail.

Joel followed up our discussion by mailing me through a worked example calculation pertaining to my query, and further information. I feel a lot better informed, and was pleased to be able to have my question addressed so promptly within an initial consultation.

Many thanks!

Alan W.

5/5

Found Assured Life Advisers by googling the internet, wanted to deal with a local firm and spoke to Joel about my final salary pension. His advice and patience was second to none to someone who knows nothing about pensions, I felt Joel’s advice was unbiased and to my interest and benefit. I felt he was honest and trustworthy with the plans and products he sells to his clients. Definitely a firm I would recommend to family and friends.

Lauren G.

5/5

Very happy with the service so far. Have had other FA not give me much time/ felt like they didn’t take me seriously. Joel on the other hand has took the time to understand my finances and circumstances before discussing any products. He clearly has a great understanding of the financial market and I look forward to working with him.

Davor P.

5/5

I approached Joel Wood of Assured Life recently to talk about my life insurance needs. I'm at that stage of life where I need to have a full grasp of the options available to me so I can protect my family in the event of my death. Joel was recommended to me by one of my colleagues who has known him for years. When I met Joel to discuss the options I felt like I'd found someone who was genuinely on my side, trying to help guide me through a potentially complex process. He's a lovely guy, very thoughtful and clearly passionate about the 'good' that protection policies can do for family and businesses. I honestly can't recommend him enough!

Skidmark H.

5/5

Met Joel for the first time today, absolutely fantastic, went through everything and explained it step by step came out the meeting feeling stress free .

Geoff H.

5/5

Found Joel of Elm Tree Financial services to be very helpful and informative, the personal service was very enlightening and presented in plain English making my choices much clearer. Highly recommended.

Brian B.

5/5

I have used Joel servel time's now and find him very helpful, he explains everything well. I would give him 5 stars, and a big thankyou