Aevans Financial Services - Burton-on-Trent

Aevans Financial Services: A Comprehensive Overview

For individuals and businesses seeking reliable and comprehensive financial services, Aevans Financial Services presents itself as a noteworthy option. Located at Suite 6 Barberry Court Centrum 100, Burton upon Trent DE14 2UE, United Kingdom, and reachable at 1283617272, Aevans operates as a financial institution and an insurance broker, offering a dual approach to managing financial needs. Their website, aevansltd.co.uk, serves as a central resource for detailed information about their services and offerings.

About Aevans Financial Services

Aevans Financial Services distinguishes itself through a commitment to providing tailored solutions. While currently possessing no publicly available reviews on Google My Business, indicating a relatively new or smaller operation, the company’s structure suggests a professional and established approach to the financial sector. They aim to bridge the gap between clients’ financial goals and the necessary resources to achieve them. The combination of a financial institution designation allows them to offer a range of core banking and investment services, while their role as an insurance broker enables them to assist clients in securing appropriate coverage for various risks.

Location and Contact Details

The physical address of Aevans Financial Services is:

Address: Suite 6 Barberry Court Centrum 100, Burton upon Trent DE14 2UE, United Kingdom

Phone: 1283617272

Website: aevansltd.co.uk

Services Offered

Aevans Financial Services’ service portfolio encompasses a broad spectrum of offerings, designed to cater to diverse client requirements. Key areas of focus include:

• Financial Institution Services: This likely includes account management, savings accounts, current accounts, and potentially investment products like ISAs or pensions. The specifics would require further investigation through their website or direct contact.
• Insurance Brokerage: Aevans acts as an intermediary, sourcing and recommending insurance policies from various providers. This could cover personal lines (home, car, travel) and commercial insurance (property, liability, business interruption).
• Financial Planning (Potential): Although not explicitly stated, many financial institutions offer comprehensive financial planning services to help clients achieve long-term financial goals. This is an area to explore further.
• Mortgage Advice (Potential): Similar to financial planning, mortgage advice is a common offering within financial institutions.

Key Features and Considerations

Understanding Aevans Financial Services requires a careful assessment of their core strengths and potential limitations. Here’s a breakdown of important aspects:

• Specialties: Primarily a financial institution and an insurance broker, suggesting a focus on foundational financial needs.
• Limited Reviews: The absence of Google My Business reviews presents a challenge in gauging customer satisfaction and experience. This warrants seeking additional information or testimonials through their website.
• Professionalism: Operating as a registered company suggests a commitment to regulatory compliance and professional standards.
• Local Focus: Situated in Burton upon Trent, the company likely serves clients within the East Midlands region of the United Kingdom.

Recommendation for Potential Clients

For individuals or businesses seeking a combined approach to their financial and insurance needs, Aevans Financial Services warrants consideration. However, due to the lack of readily available reviews, a thorough due diligence process is advised. It’s recommended to:

• Contact them directly via phone or email to discuss specific requirements.
• Visit their website at aevansltd.co.uk for detailed information on their services and fees.
• Request references or case studies to assess their track record and client satisfaction.

Ultimately, the suitability of Aevans Financial Services will depend on individual circumstances and a careful evaluation of their offerings and approach. Their combination of financial and insurance expertise provides a valuable service to the local community.