Ethos Financial Solutions - Doncaster

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Ethos Financial Solutions: A Reliable Financial Planning Partner

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Ethos Financial Solutions presents itself as a dependable and client-focused service provider. Located in Doncaster, United Kingdom, Ethos specializes in financial planning, offering tailored solutions to help clients achieve their long-term financial goals. The company operates from ProAktive House, situated off Sidings Ct, White Rose Way, Doncaster DN4 5NU, a convenient location easily accessible to the local community.

Location and Contact Information

The physical address is Address: ProAktive House, off Sidings Ct, White Rose Way, Doncaster DN4 5NU, United Kingdom. Clients can readily contact Ethos via telephone at 1302244977. While a dedicated website currently isn't available, the firm prioritizes direct communication and personalized service.

Key Features and Services

Ethos Financial Solutions distinguishes itself through a commitment to understanding each client’s unique circumstances. They provide a comprehensive suite of services designed to encompass various financial needs. The core offering revolves around strategic financial planning, which includes, but is not limited to:

• Mortgage advice and assistance
• Retirement planning
• Investment strategies
• Insurance analysis
• Cash flow management

The company’s approach is characterized by a dedication to professionalism and efficiency. Clients consistently report a seamless and timely process, demonstrating their ability to manage complex financial matters effectively.

Accessibility and Customer Experience

Ethos Financial Solutions demonstrates a strong commitment to inclusivity and convenience. The premises feature a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom, ensuring that all clients can comfortably access services. Furthermore, the company requires appointments, and strongly recommends them to guarantee adequate time and attention to each client’s needs. The facility also includes standard restrooms.

Client Feedback and Reputation

Ethos Financial Solutions currently holds 27 reviews on Google My Business, reflecting a generally positive client experience. The average opinion is 4.7/5, indicating a high level of satisfaction amongst its clientele. Feedback suggests a significant appreciation for the knowledgeable, helpful, and understanding nature of their advisors, particularly Jonathan, as highlighted in one client’s testimonial regarding mortgage assistance. It appears that clients value the proactive and professional manner in which Ethos handles their financial affairs.

In essence, Ethos Financial Solutions presents itself as a trustworthy and accessible financial planning partner, dedicated to providing personalized support and achieving positive financial outcomes for its clients. Their commitment to accessibility and a client-centric approach reinforces their position as a valuable resource within the Doncaster area.

👍 Reviews of Ethos Financial Solutions

Craig C.

5/5

I would like to Thank Jonathan for his assistance in securing us a fantastic mortgage. This is our first mortgage and Jonathan was knowledgeable, helpful and understanding. He acted in a professional and timely manner throughout the entire process. Very pleased and we will definitely be asking for Jonathan at Ethos again when we are ready to remortgage! Thanks

Neal B.

5/5

I have recently had a mortgage sourced by Mark Gilruth and I must say how impressed I was with the service he offered. He was highly professional and efficient in sourcing me the best deals, made everything clear and nothing was too much trouble. As someone who is self employed this was especially useful. Thanks and I will definitely be recommending Ethos and using there services in future

Richard E.

5/5

I have been an Ethos client for many years and have always had confidence in the advice given. Staff are friendly and helpful. We have, I feel, had a successful partnership; with financial planning based on my needs and viewpoint. Reviews are comprehensive and everything is clearly explained.

Lee H.

5/5

We used Ethos for our remortgage recently and would highly recommend them.

Jonathan went above and beyond for us and made a potentially really stressful process straight forward.

Even more impressive is that this was over the Christmas period and were able to leave everything with him, confident that all was in hand.

Patrice F.

5/5

Adrian has always been very prompt with any answers to my requests. If he is not , for any reason, immediately available, then his office staff will assist and Adrian gives a call back as soon as he is available once more.
I have never dealt with a more competent, helpful and friendly staff in any capacity . No regrets or qualms at being with this professional group at all. Feel that my monies are completely safe and confident with Ethos
Thank you to a great team.

James C.

5/5

Mark and the team helped us secure a mortgage when moving property. It was a pleasure working with them and they made the process so easy and simple. We especially appreciated their prompt and efficient replies to our email and calls. Would highly recommend to all!

Simone B.

5/5

I previously used the mortgage team at Ethos for my first house. They were extremely efficient, friendly and kept me informed every step of the way. I would high recommend them to anyone and will certainly be using them again.

zak H.

5/5

I knew nothing about getting a mortgage or where to begin sorting it, Mr Jonathan Birkby helped me from the start, explained it simply but informative and was always on hand to answer any queries I had and kept me up to date almost daily. Cannot recommend him or the company enough!