Slater Financial Ltd - Buxton

Slater Financial Ltd is a financial planning firm located at Address: 9-10, Slater Financial Ltd, St Anne’s Square, 9-10 St Anne’s Square, Buxton SK17 6EA, United Kingdom. They can be reached at Phone: 1298212444. Their website can be accessed at Website: slaterfinancial.co.uk.

Slater Financial Ltd specializes in Financial planner. They offer a wide range of financial services including retirement planning, investment management, tax planning, and estate planning. The company is dedicated to helping individuals and businesses achieve their financial goals through customized financial planning and investment strategies.

Their office is equipped with facilities such as Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets. It is recommended to make an Appointment required to ensure a dedicated time for your financial consultation.

Slater Financial Ltd has received positive reviews from clients, with a Average opinion: 4.2/5 based on 14 reviews on Google My Business. The company's strong reputation is a testament to their commitment to providing exceptional financial services and customer care.

Reviews of Slater Financial Ltd

Sharon Allard

5/5

I have had great service from Slater Fincancial, from start to finish Dave Hawley was very professional and he made the whole process so easy.

Red Frankie

2/5

Drove a long way for an initial consultation. Office staff pleasant and down to earth. Found Mr Slater himself difficult in all honesty - I have no doubt he knows his stuff but aloof and condescending doesnt endear me to people offering a service. Have since gone elsewhere and encountered an entirely different approach and succesful outcome.

Wayne Clinton

5/5

Great customer service from David Hawley and his team .
If you require financial advice (for me pensions) then it will be delt with on a personal level , with easy to understand solutions.
Highly reccomend.
Thanks again

Warwick Charlesworth

5/5

Phil Slater and his people handle my pension (SIPP) and other investments. Overall service and performance over three years so far has been excellent:
- following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done,
- despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation,
- I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax,
- Phil and his people respond quickly and helpfully whenever I have ad hoc questions or any issues between our regular meetings together,
- Slater's charges are reasonable compared to the rest of the market I looked at.
In summary I believe I am now in control of my financial future, which is secure, and am very pleased Slater are helping me.

Terry H

5/5

Can't fault Phil and the team. With all the uncertainty and volatility of the last 12 months I don't believe I could have been in better hands. You just know that your pension and investments are in good hands with Slater Financial Ltd.

Gordon Rigg

1/5

Well it was all a bit shockingly bad. To the point where less than 30 minutes into the 90minute 'free initial assessment' he told us to leave. Impatient, unable to explain anything much, unprofessional. A really bad experience.

myles oldham

5/5

Very friendly and professional advice. I am now much clearer as to the options available to me and felt under no pressure at any time to make any hasty decisions.

Paul Barron

5/5

Brilliant service and fantastic ongoing support. Very experienced and knowledgeable. No hesitation in recommending to anyone