Financial service in Coventry

“I sought an independent advisor, someone I believed I could trust after being "churned" by "the pensions guy", (please look up these expressions). Jack listened & understood my needs and plans, He's done exactly what I wanted without trying to steer me into any preferred schemes. I trust & would recommend”

“5 Stars – Exceptional Service from Start to Finish! I can’t recommend Jason highly enough! From the very beginning of the mortgage process, he was incredibly helpful, knowledgeable, and supportive. As a mortgage broker, Jason went above and beyond to ensure everything ran smoothly. He patiently answered all my questions, explained every step in detail, and truly made the whole experience feel stress-free.”

“I had an excellent experience with Vipin P.K from Freedom Circle as my mortgage advisor. He guided me through every step of my mortgage application and offer process with great professionalism, patience, and care. Vipin was always clear, responsive, and proactive in following up with the lender, making the entire process smooth and stress-free. I truly appreciate his dedication and support. I would highly recommend Vipin to anyone looking for a reliable and genuine mortgage advisor. Also , I had an excellent experience with Rubin from Freedom Circle for arranging my insurance policies. He was very professional, patient, and thorough in explaining all the options and helping me choose the right coverage. Rubin made the entire process quick and smooth. I truly appreciate his support and would highly recommend him for any insurance related services.”

“My husband and I approached Chris to help us with our first property purchase. From our first meeting we knew we were in good hands - Chris answered all of our questions (even the stupid ones!) and kept clear and open communication with us throughout. We knew we could go to him with any worries or queries and he always put us at ease. He’s been there for us all the way through and we’re so grateful for all his help. Thank you Chris and R M Mortgages for providing top notch support - we highly recommend!”

“We are very pleased with Ms. Magdalena's work, she helped us choose the perfect insurance for our needs and approached it with full professionalism. I am very grateful to her.”

“We've been able to get the dream home we wanted because of the guidance, realistic advice & just amazing service from Sandy at Acclaimed Mortgage Consultancy Ltd. We have now used their services twice. Their attention to detail & personable approach made the process of buying our home much easier. Highly recommend to all.”

“Excellent customer service no waiting friendly staff highly recommended”

“I joined The Right DA Club in October last year. I have to say they have been the best DA support service I have experienced to date by a long way. They provide quality online resources and their training events have been well organised and very well run. For me though it has been my experience of the people at TRADC from the leadership team to the compliance support service. They have a refreshingly enthusiastic approach to both the industry and the advisors they support. I recently had my annual compliance visit and it was the best, most productive audit experience I have had in 20 years as a broker. Steve Howard conducted the audit in a very helpful and professional manner and provided useful advice and helpful suggestions to help my business grow and stay on the right side of compliance. He pointed out areas where procedures and systems could be enhanced and unlike most of my previous audits, he also pointed out areas where I was doing better than I realised and explained why. Previously I have experienced negativity and been left feeling like I am fighting an unwinnable war where compliance has been concerned. Overall a very balanced and fair critique. TRDA offer great value for money with competitive and fair fee structures, not ripping off brokers with huge price hikes when they renew. In summary, I would say to any DA broker, if you want great value for your monthly fee, provided by experienced people with a great attitude to promoting a positive vibe in all areas of the industry, give TRDA a chance, I believe that you won't regret it.”

“We recently engaged with Akhil’s brokering service to purchase our first home. As first-time buyers with lots of questions, he took the time and consideration to guide us through the mortgage process from start to finish. Akhils’ understanding of the market and expertise secured us an excellent rate, which allowed us to purchase our dream home. Akhil was diligent, responsive, professional and thorough. It is clear he prioritizes the satisfaction of his clients above all else. Nothing was too much trouble and he went beyond the call of duty to get us over the line. Despite having many clients (to no surprise), Akhil always made us feel like a priority. I would not hesitate to recommend his services or to use him in the future.”

“I contacted Neil as he was a local financial expert. I had some specific questions regarding pensions and Neil was able to answer the questions in depth which helped me understand my situation. I wouldn’t hesitate in using Neil in the future for any financial advice or direction. Thanks Neil.”

“I can thoroughly recommend Godiva having been a client for many years. Daljit keeps in regular contact and explains the investment options for my pension fund clearly in plain language. I am very pleased with the advice he has given me.”

“We needed Dan’s help to manage our finances. Our meetings have always been helpful and positive leading to rewarding investments. Dan is friendly and highly professional. I have no hesitation in recommending MDM wealth for anyone who needs financial guidance.”

“Chris Wallsgrove of Rockwealth Leamington has been our financial adviser for well over10 years. He helped us put in place a firm and solid base to build our family's financial stability moving forward.  Sadly, in February of last year I became a young widow.  The understanding shown by Chris and his team in guiding me through the many issues I faced have smoothed the path to providing me with a reliable and solid financial plan.  Chris clearly explains every option available and always makes sure I have a full understanding before any decisions have to be made.  He is easily approachable and I have no hesitation in recommending his services and the services of Rockwealth Leamington to anyone seeking understanding, knowledgeable and wise financial advisers.”

“Great service offered and delivered by Andrew and the Jamieson Christie team. The advice and guidance for a complex set of pension arrangements and associated tax was most timely, and we felt Andrew spent good time in understanding our specific circumstances and making relevant recommendations. We look forward to working with JC now to grow our investments in the most effective and efficient environments. The local touch with face to face meetings was and will be a key factor in engaging JC on this long term assignment”

“I'm so grateful that I came across Burbage Finance. They were actually recommended to me by a friend, were happy to offer a free consultation to go through my individual specific needs at length, and I feel like I am in very safe hands. I couldn't recommend them highly enough!”

“Very impressive service. All the staff were polite, friendly and helpful. Also - I'd left tax returns and accounts to the very last minute, but their unbelievably quick turnaround meant that they were submitted on time and correctly. I'd recommend the Rugby branch to anyone, and I'll defintiely be using them again. A huge thanks.”

“Just had my dormant company accounts submitted by Penny and she made it a breeze. Found her to be very helpful and patient in answering all my questions. Would highly recommend TaxAssist Accountants.”

“I’m really pleased with the service from Suman at Aggarwal Accounts. The communication throughout was excellent. Very happy with the service I received and happy to say I now have my trusted accountants assigned going forward. I would highly recommend”

“I have received fantastic service from Tom. As a new business owner, he provides great guidance and is happy to answer any question I throw at him. His service is personable to your needs and he makes what can be a daunting process, very very simple. Definitely recommend, 5 stars!”

“I'm now celebrating a year of business as a Ltd company. Pam helped me to set everything up and has guided me very well during the first year. Nothing is ever a problem for Pam, always a helpful reply. We've had phone meetings and in person to ensure my business stays on track. I cannot recommend Pam's services highly enough. I'm looking forward to the year ahead, safe in the knowledge that I can call on Pam for sound advice. A great service with a friendly approach.”

“I had the pleasure of working with Mr. Altan and I couldn't be more impressed with his exceptional service. His service was functional in helping me obtain my extensions under ECAA visa regime. He possesses an unparalleled level of analytical prowess, ensuring accuracy and efficiency in all financial matters. Varol Accountancy LTD not only resolved all my accounting challenges promptly but also made himself readily available for any queries I had, demonstrating his dedication to client satisfaction. His meticulous approach to his work reflects in the tidy and precise manner in which he handles all tasks. I highly recommend Varol Accountancy for anyone seeking top-notch accounting services.”

“I’ve been with Exactax for over 8 years now and have had a great experience. Arrif is very contactable and responsive and always ready to answer questions and provide his perspective on various matters. Thanks!”

“I brought a used gold chain from another dealer in Coventry, after the sale was complete and I went home there was a discrepancy or misunderstanding about the weight. So I got a refund and went in to the golden shop to see Sanjay after. He did me a very good deal on a new chain. After the sale was complete I went back because I wasn’t happy with the clasp, but I was being very picky. Sanjay listened to what I wanted and had it altered at no extra charge. I’m really happy with it. They were friendly, informative and very professional each time I visited the shop. Which turned out to me a few times. I couldn’t recommend them enough.”

“Amazing customer service! I had a bracelet repaired and the whole service was great from the beginning to the end! My bracelet looks great and it was repaired really fast. I would recommend them 100% and will use them again for sure!”

“I'm renting with The Gallery Properties for more than an year, I can confidently say I'll never rent with any other agent in Evesham. Brilliant bunch of people, always there for your concerns. Very ethical and understanding. They are always on time, always welcoming and shows great enthusiasm when you show up at their doors. Cannot recommend their service enough. Five stars through and through.”

“Have dealt with the team at Cashbrokers for many years. I wouldn't go anywhere else to buy my Jewellery and Watches. A very knowledgeable team and incredibly fair on prices. Looking forward to buying my next piece from them.”

“Just amazing professional and personal service. Communication was fantastic an enabled us to get the price we wanted. You are always greeted with a smile when you visit in person. We had a choice of many agents, Bairstow Eves were the heads above all the others. So pleased we chose them.”

“The staff in TUI Rugby are so friendly and welcoming! I always book my holidays with the team here! Ryan and the girls at TUI Rugby are definitely worth visiting!”

“We were served by Lindsay who was very professional and listened to all our needs. We booked with her last year and because of the excellent job she did we have booked with her again.”

“The third time I have used this practice (for different purposes) and they were again excellent. This time was for conveyancing and they completed the process quickly and efficiently. They were always very friendly, reassuring and informative. Fee is very reasonable for the work required.”