Directory overview
- 139 Total businesses
- 2.8 Average rating
- 58% With reviews
- 41% With photos
139 results found
Browse retirement planning services in Coventry. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 139 results in Coventry. Average rating 2.8/5 based on 1,802 reviews & ratings.
“We have known Hannah for about 2 years and she has helped us with our finances moving towards our retirement, Hannah is very knowledgeable and approachable, very friendly and has a bubbly personality and very good at her job role and has helped us sort out money and investments moving forward into retirement .”
“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.”
“Roshan is just awesome! Assisted me all through the process. Tailored the purchase to me, placed me first in every decision taken and financially assisted me during this process. He is very patient and professional, always considers his clients and understands them in every way even in difficult circumstances and goes far and beyond for his clients. I will highly recommend him everytime and surely do a return business.”
“The introduction came through my retirement some 8 years ago. It began with a very helpful presentation. Having then asked for personal advice there have been annual meetings initially face to face. Detailed reports have always been provided alongside helpful and obviously carefully considered advice. We were pleased with the investments and the return we have had from them since. We have no difficulty recommending this company.”
“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.”
“Very polite feels friendly also”
“I have dealt with Russell for a number of years and the service he provides is second to none, even during a tough year my investments have performed well and he has kept me well informed along the way. Can't recommend enough for a professional service.”
“The quality of service we have received from Andrea since 2010 has been outstanding. She takes care of everything from the bookkeeping to the year end accounts, vat returns, payroll and Auto Enrolment. If ever I have a question, she is always on hand to guide me. Very friendly, reliable and professional. I Would highly recommend.”
“Craig and his team at Saxton financial have years of experience, to help you plan financially no matter your age or circumstance. Craig is honest and reliable, and really gets down to what is important to you and your family, and then goes into detail into what is needed to achieve your goals. I would recommend him to anyone, even if its just for a chat to see if he can help you plan for the future. Thanks Craig and team.”
“I have been a client with Crystal for probably 20 years and their service has been excellent”
“Worked with Ashish for my remortgage. Found Ashish very knowledgeable and helpful. Throughout the process he was very approachable and friendly. I would highly recommend their services to anyone looking for a mortgage.”
“I recently used Athersyth Accounting and the service was excellent, from the start Richard was brilliant, excellent customer service, always quick in responding to my questions, nothing was ever too much for him, explained everything to me very well, even helped me overturn a fine I’d been given, will definitely be using Richard again and I’m extremely grateful and happy with the help he provided.”
“It was great working with everyone here and I'm really grateful for this early opportunity to become a financial adviser. I got a job offer working in a local solicitors practise that I thought would give me some great experience and so said my goodbyes.”
“Gurpal has been extremely helpful throughout the process. I have a pension, life cover and heath cover all sorted now which has given me peace of mind. Thank you!”
“Sarah was recommended to me by a friend. She was professional and reliable and kept me up to date with any progress. I wouldn't hesitate in recommending her services to other people.”
“Would Highly recommend KLO - Great service from start to finish”
“Highly recommended. Very professional in supporting us with our questions and queries regarding our pensions.”
“We are very pleased to have Pat at Cygnus Financial Planning as our financial advisor. He has provided us with a professional service and explained to us in layman's terms, that we understand, the complexities and requirements of our investment portfolios. Pat has been always on hand to give us advise when we need it and we are very pleased with the services he has provided us to date.”
“I have been using D.P's financial services for a couple of years now for pension advice. Dave has given me more advice in those 2 years than ever I had from my previous advisor, he is very knowledgeable, professional and friendly I would not hesitate to recommend his services.”
“Excellent professional friendly service”
“Adler have a great depth of experience, have a friendly and approachable team and are always very clear and efficient in their communications.”
“I would have no hesitation in recommending Simpson Finance. The staff are very helpful and friendly and always on hand to sort out any queries. What Simpson’s, do well is customer support, telephone advice, face to face meetings and speed of responses is excellent.The introduction of the Personal Finances Portal gives me a secure way to receive Finance updates without the stress of emails and phone calls.”