Approachable Finance IFA - Keighley

Address: 24 Main St, Cross Hills, Keighley BD20 8TF, United Kingdom.
Phone: 1535632051.
Website: approachablefinance.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Appointment required.
Opinions: This company has 44 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Approachable Finance IFA

☎️1535632051

⏰ Open Hours of Approachable Finance IFA

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

Overview of Approachable Finance IFA

Approachable Finance IFA, located at 24 Main St, Cross Hills, Keighley BD20 8TF, United Kingdom, stands out as a commendable financial advisory service. With a contact number of 1535632051 and a user-friendly website approachablefinance.co.uk, they ensure that potential clients can easily reach out and learn more about their services.

Key Features and Services

Approachable Finance IFA specializes in financial planning, offering expert advice tailored to individual needs. Their services include both online appointments for those who prefer the convenience of virtual meetings, and on-site services for personalized face-to-face consultations. This flexibility ensures that clients can choose the method that best suits their preferences and schedules.

The business is also committed to accessibility, as noted by the wheelchair-accessible car park and the provision of appointment required service to manage client expectations and ensure efficient use of time.

Customer Experience and Reviews

Customer satisfaction is a cornerstone of Approachable Finance IFA's reputation. With over 44 reviews on Google My Business, the average opinion is an impressive 5/5. Testimonials like that of Andy, a very satisfied customer, highlight the exceptional approachability and thoroughness of the services offered. Chris, the financial planner, is praised for being not only knowledgeable but also excellent at communicating complex financial concepts in an understandable manner. His listening skills and honesty are highly valued, reflecting a rare yet crucial quality in financial advisors.

The company's emphasis on providing thorough advice without pushing specific directions empowers clients to make informed decisions, backed by expert insights. This balance of expertise and approachability creates an environment where clients feel comfortable seeking financial guidance.

Getting In Touch

For those interested in discovering how Approachable Finance IFA can assist with their financial planning needs, the best course of action is to reach out directly. Whether it's scheduling an online appointment or booking a spot in their wheelchair-accessible car park for an in-person consultation, the website provides all the necessary information to get started.

Given the overwhelmingly positive feedback, it's clear that Approachable Finance IFA is a service worth considering. Don't hesitate to contact them through their website to schedule a consultation with Chris or to explore their range of financial planning services. Your financial future deserves the best advice, and Approachable Finance IFA seems poised to deliver exactly that.

👍 Reviews of Approachable Finance IFA

Andrew H.

5/5

I would just like to thank Chris , for his very approachable way of doing finance. His expertise along with his exceptional communication skills in a subject that for most of us might as well be in a foreign language. Chris is a good listener (which is rare these days), open and honest about options available, not pushing in a particular direction, just giving advice with reasons. The choice is yours to make, but he is a man worthy of listening too.
I'm sure you won't be disappointed, give Chris a call.
Andy (very satisfied customer)

Elizabeth L.

5/5

Chris is friendly, puts you at ease and is very knowledgeable about the products he offers. I have no hesitation in recommending him and his business.

Martyn W.

5/5

Very professional, knowledgeable and reassuring service. I would highly recommend this company.
Both Chris and Gill add a personal touch that is outstanding.

Linden V.

5/5

Chris provides a great service which hinges on clear and detailed updates with evidenced and reasoned suggestions and guidance for going forwards. He has been my IFA for a good few years now and I have every confidence in his integrity, experience and professionalism. I don't think anyone could do any better in the 'interesting' times we've recently been living through.

garry P.

5/5

Chris has done everything that I required of him, he has guided me into an investment plan for my retirement funds, to be able to provide income for my retirement. He correctly assessed my income strategy, via a question/answer appointment leading to my funds to be set up in very good investment funds. All aspects of the investments, have been explained, linked with advice as to where my investment strategy sits. All aspects of charging has also been advised, ensuring that I had knowledge of all aspects of the arrangements that I was entering into.
I am very happy with the services that are offered by Chris Dixon of Approachable Finance, and the staff employed within the business.

Garry Petersen

Peter B.

5/5

Apart from making a few jokes about my name Chris has been amazing over many years of looking at mine and my wife's pension and investments. He always gets back to us in a timely manner. We had a previous IFA and was recommended Approachable Finance by a friend. We wouldn't hesitate to recommend him to others and have done so on many occasions.

Keith T.

5/5

Chris Dixon has been my IFA for 10 years. He has given me unbiased advice in a friendly and easy to understand way with a minimum of jargon and has provided me with first class advice all the way. He fixed me up with a drawdown pension with an excellent platform called Elevate (which has now migrated to another platform) that I would not have been able to arrange myself, and which has given me good returns. Chris has sorted out a few teething problems with good grace and at no cost to me. I can thoroughly recommend this firm to anyone.
Keith (Keighley)

Carl A.

5/5

Thank you so much for all of your help & advice along my journey to getting my first mortgage. From the get go, Chris inspired my confidence with his own & his very clear knowledge. With a pathway laid out to me from start to finish - you removed a lot of my worries & stresses!

Approachable by name & approachable by nature - I second Martyn's comment on his review! Thank you.