Clever Financial Services - Harrow

For individuals and families seeking comprehensive financial guidance, Clever Financial Services presents a reliable and experienced solution. Located at No.1, Clever Financial Services, 87 Kenton Rd, Harrow HA3 0AH, United Kingdom, this firm has established itself as a respected provider of a wide range of financial services. With a dedicated phone line at 2039535000 and a user-friendly website at cleverfs.co.uk, accessing their expertise is straightforward. Clever Financial Services boasts a strong reputation built on customer satisfaction, evidenced by an impressive average Google My Business rating of 5/5 – reflecting over 115 reviews from satisfied clients.

About Clever Financial Services

Clever Financial Services is a fully regulated and independent firm committed to providing tailored financial planning solutions. They specialize in assisting clients with various stages of their financial journey, from initial assessment to ongoing management. The firm’s core competencies encompass a broad spectrum of services designed to meet diverse needs. Their team of qualified professionals possesses extensive knowledge and experience in the following areas:

• Mortgage Brokerage: Clever Financial Services acts as a trusted mortgage broker, navigating the complexities of the UK mortgage market to secure the most suitable loan products for their clients. They work with a network of lenders to find competitive rates and terms.
• Financial Consulting: They offer personalized financial consulting, helping clients understand their current financial situation, identify their goals, and develop strategies to achieve them.
• Financial Planning: Their comprehensive financial planning service considers all aspects of a client’s financial life, including investments, retirement planning, and estate planning.
• Income Protection Insurance Agency: Recognizing the importance of safeguarding income, Clever Financial Services provides access to a range of income protection insurance policies, offering peace of mind in the event of illness or disability.
• Life Insurance Agency: They offer a variety of life insurance products to protect loved ones financially in the event of death.
• Pension Office: Clever Financial Services assists clients with their pension arrangements, providing advice on maximizing retirement savings and ensuring a secure future.

Key Features and Benefits

Several factors contribute to Clever Financial Services’ success. Firstly, their independence allows them to offer unbiased advice, prioritizing the client’s best interests above any specific product provider. Secondly, they maintain strong relationships with a wide network of lenders and insurance providers, ensuring access to competitive products and rates. Thirdly, a key differentiator is their commitment to clear and transparent communication. Clients receive straightforward explanations of complex financial concepts, empowering them to make informed decisions.

Furthermore, Clever Financial Services places a strong emphasis on building long-term relationships with their clients. They understand that financial planning is an ongoing process, and they are dedicated to providing continuous support and guidance. Their team is readily available to answer questions, address concerns, and adapt strategies as client circumstances change. The firm’s client-centric approach is reflected in its high customer satisfaction ratings and positive online reviews. They pride themselves on delivering a personalized service that caters to individual needs and aspirations. They meticulously analyze each client’s circumstances, considering their risk tolerance, financial goals, and overall life situation before recommending any specific product or strategy.

Location and Contact Information

The firm’s physical address is No.1, Clever Financial Services, 87 Kenton Rd, Harrow HA3 0AH, United Kingdom. This location provides clients with a convenient and accessible point of contact. As mentioned previously, prospective clients can reach Clever Financial Services by phone at 2039535000. The website, cleverfs.co.uk, offers detailed information about the firm’s services, team, and client testimonials. The website also features a contact form for those who prefer to submit inquiries online.

Client Testimonials and Reputation

The positive feedback from clients is a testament to Clever Financial Services’ commitment to excellence. The average opinion on Google My Business is a remarkable 5/5, based on over 115 reviews. These reviews consistently highlight the firm’s professionalism, expertise, and dedication to client satisfaction. Clients frequently commend the team for their clear explanations, helpful advice, and proactive approach. They appreciate the firm’s ability to simplify complex financial matters and provide reassurance during times of uncertainty. The firm’s reputation for trustworthiness and integrity is a significant factor in attracting and retaining clients.

In conclusion, Clever Financial Services presents itself as a reputable and reliable provider of a comprehensive suite of financial services. Their commitment to client-centricity, combined with their experienced team and strong industry relationships, makes them an excellent choice for individuals and families seeking expert financial advice.

👍 Reviews of Clever Financial Services

Nav V.

5/5

I cannot recommend Clever Financial Services highly enough! From the very beginning, they made the entire mortgage process smooth, stress-free, and easy to understand. As a first-time homebuyer, I had plenty of questions and uncertainties, but they were always available to explain everything clearly and guide me step-by-step.

Their professionalism, transparency, and dedication truly stood out. They worked tirelessly to find the best mortgage solution tailored to my needs and secured a great rate. Thanks to their support and expertise, I am now officially a proud homeowner!

If you're looking for mortgage brokers who genuinely care and go above and beyond for their clients, look no further than Clever Financial Services. I’m incredibly grateful for their help and wouldn’t hesitate to work with them again in the future.

Thank you and see you again in 2 years to do it all again 😁

Shah S.

5/5

We recently completed our remortgage through Clever Financial Services in Kenton, and the service was excellent. Bhavik Goradia was professional, clear, and made the whole process smooth from start to finish. He found us a great deal and explained everything in simple terms.

Big thanks also to Rohit and Deepan for their help and support throughout. Highly recommend the team at Clever for anyone looking for mortgage advice!

Jack F.

5/5

We’ve been using Clever Financial Services for over five years now, across multiple house purchases, sales, and remortgages – and honestly, Bhavik and the team have been brilliant every single time.

They’re incredibly reliable, always quick to respond, and genuinely helpful throughout the whole process. Choosing and transferring mortgages can feel overwhelming, but Bhavik makes it all so much simpler. He’s guided us through each step with clarity and care, and it’s always felt like we’ve been in safe hands. The whole team is supportive, kind, and easy to deal with – they’ve taken the stress out of what can be a really stressful process. Highly recommend.

Special thanks to Rohit who we’ve been dealing with more and more over the last 12 months.

Bijula K.

5/5

We are extremely grateful for bhavik/rohit for helping and guiding us through our mortgage advising. They were attentive and supportive, which resulted in us being able to purchase our family home. We are extremely thankful for them and this company. We would 100% recommend this company to anyone who is looking for a mortgage advisor.

Once again, thank you.

Paranitharan S.

5/5

Clever Financial Services is amazing. I didn’t expect their service to be amazing but no. They did amazingly well. Because of them, we got our new house very quickly with no issues.

Bhagyesh S.

5/5

I recently worked with Clever Financial Services to secure a mortgage for your new home, and I couldn’t be more pleased with the service I received. From the very beginning, they are incredibly professional, knowledgeable, and attentive to my needs.

Clever Financial Services took the time to thoroughly explain the entire mortgage process, including the different options available to me. They were very patient with all my questions and made sure I understood every detail before making any decisions. The advice provided was clear, unbiased, and tailored specifically to my financial situation

One of the standout aspects of working with Clever Financial Services was their excellent communication. They were always prompt in responding to my calls and emails, keeping me updated at every stage of the process. This made the experience much less stressful, knowing I had someone reliable to guide me through.

Throughout our interactions, Clever Financial Services demonstrated a high level of professionalism. They are always punctual for meetings, well-prepared, and respectful of my time and concerns. Their expertise in the mortgage industry is evident, and I felt confident in the advice and support provided.

Thanks to Clever Financial Services, I was able to secure a mortgage with terms that I am very satisfied with. They ensured that the process was as smooth and efficient as possible, with no unexpected surprises along the way.

I highly recommend Clever Financial Services to anyone in need of mortgage advice. They made what could have been a complex and overwhelming process straightforward and manageable. If you’re looking for someone who is not only knowledgeable but also genuinely cares about helping you achieve your financial goals, look no further.

saragu N.

5/5

We had an amazing experience working with Clever Financial Services.From the very beginning, they were professional, knowledgeable, and incredibly helpful. They took the time to explain all our options, answered all our questions patiently, and made the entire mortgage process stress-free.

we highly recommend Clever Financial Services to anyone in need of mortgage services. Their dedication, expertise, and friendly approach made all the difference.

S.K.

5/5

Excellent courteous professional service delivered by Clever Financial Services. Rohit was regularly on hand to assist me with all my queries and he explained every step of my remortgage process with patient clarity. Highly recommended.