Equity & General - Southam

Address: 20 Market Hill, Southam CV47 0HF, United Kingdom.
Phone: 1908088882.
Website: eandgfs.com
Specialties: Financial planner.
Other points of interest: Restroom.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Equity & General

Equity & General 20 Market Hill, Southam CV47 0HF, United Kingdom

⏰ Open Hours of Equity & General

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed description of Equity & General, formatted as requested, aiming for a formal and helpful tone:

Equity & General: A Focused Financial Planning Service

For individuals seeking expert financial planning guidance, Equity & General presents itself as a specialized firm dedicated to providing tailored solutions. Located in the heart of Southam, Warwickshire, the company operates from its address at 20 Market Hill, Southam CV47 0HF, United Kingdom. Clients can easily reach them by phone at 1908088882, or through their comprehensive website at eandgfs.com. They also offer convenient restroom facilities for visitors.

About Equity & General

Equity & General distinguishes itself through a focused approach, concentrating primarily on financial planning services. They aim to assist clients in achieving their long-term financial goals, offering a personalized service that goes beyond standard brokerage offerings. While they don’t offer a wide range of financial products like some larger firms, their expertise lies in strategically designing and implementing robust financial plans.

Here’s a breakdown of key details:

| Feature | Description |
|--------------------|-------------------------------------------|
| Specialties | Financial Planning |
| Location | 20 Market Hill, Southam CV47 0HF, UK |
| Contact | Phone: 1908088882 |
| Website | eandgfs.com |
| Reviews | 1 review on Google My Business |
| Average Rating | 1/5 |

Important Considerations & Recent Feedback

It’s crucial to acknowledge that the current feedback regarding Equity & General is concerning. Currently, they hold only one review on Google My Business, and the average rating stands at a disappointing 1 out of 5. This suggests significant areas for improvement regarding client satisfaction and service delivery. It's vital to carefully consider this feedback when evaluating whether this firm is the right fit for your needs.

Additional Information

Equity & General’s website provides a basic overview of their services and philosophy. It's recommended that potential clients thoroughly review their approach and understand the scope of their financial planning offerings. Given the limited number of reviews, seeking additional perspectives through independent channels is strongly advised.

Recommendation

Despite the current negative feedback, Equity & General’s focused specialization in financial planning could be beneficial for clients with relatively straightforward financial needs and a desire for personalized attention. However, given the extremely low average rating, we highly recommend contacting the firm directly through their website – eandgfs.com – to discuss your specific requirements and inquire about their strategies for addressing the concerns raised in the existing reviews. A detailed conversation is essential before committing to any services. It’s crucial to prioritize thorough due diligence and explore alternative providers if possible.

👍 Reviews of Equity & General

Equity & General - Southam
Cherise W.
1/5

For someone who is really excited to be getting on the property market, my experience with Equity and general as brokers have been nothing but unrealiable, unorganised and terrible communication. I had firsty been passed through via Alex who did my income protection insurance (amazing guy) but sadly after this I haven't been thrilled with the level of service. I had a call booked with Paul for 12th september which was booked for 3pm, it got to 3:20pm and I still had no follow up . Baring in mind I had booked time off work for this call so i was ready to go. Sadly paul didn't end up ringing me until around 16:42, apologies were accepted but this was awfully hard around my own meetings that day. Now most recently Paul had said he would be getting my mortgage in principle over to me today (23/9/24) by 'close of day'. This had been rearranged prior due to him needing more time and also some set backs from myself as I had to locate my work contract. However it's now nearly 6pm and I have not had a single inch of communication from paul regarding my MIP. I have sent a few emails and text messages surrounding it. Also very broad terms for when to expect communication back. I shouldn't have to be chasing

Unfortunately I will be terminating any working relationship with Equity and general and seeking a service which has far better organisation skills, professionalism and where communication is also on point.

Avoid if you're a first time buyer wanting things to go as smooth as can be

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