Senate Financial Planning - Solihull

Address: 49 Station Rd, Knowle, Solihull B93 0HN.
Phone: 01216473584.
Website: senatefp.co.uk
Specialties: Financial planner, Financial Advisor, Investment service, Life Insurance Agency.
Other points of interest: Wheelchair-accessible car park.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Senate Financial Planning

☎️01216473584

⏰ Open Hours of Senate Financial Planning

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Senate Financial Planning: A Comprehensive Guide

Senate Financial Planning, located at 49 Station Rd, Knowle, Solihull B93 0HN, is a reputable financial planning firm dedicated to providing top-notch services for all your financial needs. With a phone number of 01216473584 and a website at senatefp.co.uk, this company has established itself as one of the leading financial advisors in the area.

Specialties and Services

Financial Planner: Offering personalized financial planning tailored to your unique needs and goals.
Financial Advisor: Providing expert advice on investments, retirement planning, and more.
Investment Service: Helping you build a strong investment portfolio to achieve your financial objectives.
Life Insurance Agency: Offering comprehensive life insurance solutions to protect your loved ones.

Other Points of Interest

Senate Financial Planning is committed to accessibility for all clients, offering a wheelchair-accessible car park for your convenience.

Client Opinions and Reviews

This reputable firm has garnered 11 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the company's professionalism, expertise, and exceptional service. One satisfied customer mentioned that Tom has helped them through their first mortgage process, making everything simple, easy, and stress-free. Another reviewer highlighted how Tom Daly was very professional and thorough, sorting out their mortgage quickly and arranging needed insurances. The excellent team at Senate Financial Planning goes above and beyond to ensure their clients receive the best possible service, making it a highly recommended choice for all your financial planning needs.

Recommendation

If you're seeking a reliable and knowledgeable financial planning firm, look no further than Senate Financial Planning. With their commitment to personalized service, expertise, and accessibility, they are the perfect choice for anyone in need of financial guidance. We highly recommend contacting Senate Financial Planning through their website at senatefp.co.uk to discuss your financial goals and find the solutions that best suit your needs.

👍 Reviews of Senate Financial Planning

Adam W.

5/5

Highly recommend - Tom has helped us through our first mortgage process and made everything simple, easy & stress-free. Excellent service from start to finish and I will 100% be using Senate & Tom again in the future

Jac C.

5/5

Tom Daly is very professional and a thorough gentleman. He sorted out my mortgage very quickly, which wasn't a straight forward case. He went out of his way to arrange different insurances needed for the purpose. There's a fantastic team at Senate Home Ltd. You won't find a better company for the job- highly recommended.

Michaela H.

5/5

I would highly recommend Tom Daly. He was amazing when helping me sort out my mortgage (he goes above and beyond), as i really didn't know where to start. He was really helpful all the way through my process. I will be using Tom in 2 years time to help me find a cheaper mortgage, as i feel he gets you the best deals and without all the hassle and Tom's fees are worth every penny.

Daniel D.

5/5

Residential Mortgage, BTL, Refinance equity release - I’ve used Tom at Senate Home for all of these services

I’ve found in the past using other mortgage brokers they didn’t always understand the different products that were available on the market. Then which products most suited my situation.

Great communication and a very hands off process.

I’ve recommend Senate Home several times.

Dan

Squeaky S.

5/5

Tom handled by BTL purchase some time ago, great service!

Sentate had access to a wider variety of lenders which suited my particular need perfectly

I'd use Senate again without a doubt

jodie H.

5/5

Tom provided an excellent service and spent time explaining everything to do with consolidating my pensions and setting up an ISA. I would happily recommend Senate Financial Planning.

harkamel R.

5/5

V. good mortgage broker. I paid £299 for the service. Most others charge £500+. Friendly and effecient service. My regret is I should of went sooner and saved on mortgage payments. The broker kept well informed and was knowledgable and chose the best deal for me taking into account my requirements.

Lee T.

5/5

Excellent pension advice from Tom, highly recommend. He gave me useful scenarios to think about then put all 6 pensions into one pot. Thank you, very professional service.