Crowood Financial Solutions - IFA Swindon - Swindon

Address: Suite 18, 1st Floor, Crowood Financial Solutions - IFA Swindon, Crowood House, Gipsy Ln, Swindon SN2 8YY, United Kingdom.
Phone: 1793200175.
Website: crowoodfs.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, Appointment required.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Crowood Financial Solutions - IFA Swindon

☎️1793200175

⏰ Open Hours of Crowood Financial Solutions - IFA Swindon

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

Crowood Financial Solutions - IFA Swindon

Crowood Financial Solutions - IFA Swindon is a well-established financial planning firm located at Suite 18, 1st Floor, Crowood Financial Solutions - IFA Swindon, Crowood House, Gipsy Ln, Swindon SN2 8YY, United Kingdom. With a phone number of 1793200175, and a website at crowoodfs.co.uk, they have made it easy for clients to reach out for their financial needs.

Specialties and Services

Financial planner: Crowood Financial Solutions specializes in providing comprehensive financial planning services to help clients achieve their financial goals.

Points of Interest

Online appointments: Clients have the convenience of scheduling appointments online, making it easier to manage their time and get the assistance they need.
Onsite services: The firm offers face-to-face consultations, providing clients with a more personalized experience and in-depth discussions about their financial needs.
Wheelchair accessible entrance and parking lot: The office is equipped with facilities to accommodate clients with disabilities, ensuring that everyone can access the services offered.
Restroom: A restroom is available for clients' comfort and convenience during their visit.
Appointment required: It is recommended to schedule an appointment before visiting the office to ensure the availability of the financial advisor.

Reviews and Opinions

Crowood Financial Solutions - IFA Swindon has received positive feedback from clients, with an impressive average rating of 4.9/5 based on 11 reviews on Google My Business. Clients appreciate the knowledgeable and professional service provided by the firm's staff, particularly highlighting the expertise and personalized approach of their financial advisors. One satisfied customer mentioned that Richard Hall from the firm "understood our rather complicated needs perfectly" and provided fantastic service during the remortgaging process.

Another reviewer praised the firm's commitment to finding the best possible solutions for their clients, stating that they "got a fantastic rate and we were so impressed with Richard's service, we did our Buy to Let property through him a few weeks later."

Final Recommendation

If you are looking for a reliable and professional financial planning firm in Swindon, Crowood Financial Solutions - IFA Swindon is highly recommended. With their expertise, personalized approach, and commitment to client satisfaction, they are well-equipped to help you achieve your financial goals. Visit their website at crowoodfs.co.uk to learn more about their services and schedule an appointment today.

👍 Reviews of Crowood Financial Solutions - IFA Swindon

Crowood Financial Solutions - IFA Swindon - Swindon

Claire G.

5/5

Brilliant! Richard Hall from Crowood Financial Solutions arranged remortgaging our property and adding myself to the mortgage. Richard is extremely knowledgeable and understood our rather complicated needs perfectly. He was also happy to discuss various options at different stages of the process. We got a fantastic rate and we were so impressed with Richards service, we did our Buy to Let property through him a few weeks later. 5 stars from me!

Paul E.

5/5

Richard helped us review our protection policies. He went to great effort to find plans that suited our needs and also managed to save us money.

Richard is friendly, professional and really takes time to understand what you need.

We would recommend Richard without hesitation and will also be using him to give advice on our pensions.

Steve T.

5/5

A good friend put me in touch with Richard and so far he has been brilliant. Brilliant fun and brilliantly commercial!

I needed some swift help with my pension and he has delivered excellently throughout the covid lockdown. Phew!

I am happy to recommend Richard's services and he is already my go to financial adviser; not just for my pension.

He has my whole-hearted recommendation.

Rich G.

5/5

Richard progressed my pension for me.
I didn't make it easy for Richard, their was nine different pension pots, five different companies involved and Covid to deal with. Then my instructions of go with my pension, then stop my pension and finally go with my pension.
Richard asked me to explain my requirements, then took me through the process. I'm very happy about the outcome and I can recommend his services.

Andre G.

5/5

I don't often write reviews but I was so impressed with Rich Hall at Crowood Financial Solutions, that I thought he should be acknowledged for his fantastic customer service. We had a really complicated re mortgage on our house and our buy to let mortgage and Richard seemed to resolve any issues we faced. It really took the stress away for my wife and I. Thanks again Rich, we really appreciate it.

The H. P.

5/5

Legally, I had to employ a FA to withdraw funds from my Pension. Shopped around and Crowood were by far the most competitively priced. Turns out I was a little hasty in what I wanted and they managed to save me £13K in tax, so a big thank you for that. They were very professional and always gave me the impression of being highly impartial, something that is very important when using a Financial Adviser for the first time. Definitely would recommend.

Chris H.

5/5

Richard was a god send when it came to our Life cover! We didn't realise we had under covered with our previous provider and Richard helped identify the need and gave all the options in a clear and concise process that made the decision so easy; even when we had a slight issue with the provider on our first DD he was quick to resolve the issue directly with no hassle.

Lauren W.

5/5

As a first time buyer I did not know what to expect applying for my first mortgage. Richard was really helpful, always responded promptly to emails and helped find the best mortgage deal to suit my requirements. Would definitely recommend!