Elm Tree Financial Services Ltd - Warrington

Elm Tree Financial Services Ltd

Elm Tree Financial Services Ltd is a prominent financial services company located at 2 Holes Ln, Woolston, Cheshire, Warrington WA1 4LZ, United Kingdom. With a phone number of 1925815555, and a website at elmtreeifa.co.uk, this company specializes in providing a range of financial planning, insurance brokerage, and mortgage services.

SPECIALTIES

• Financial planner: Elm Tree Financial Services Ltd assists clients in creating comprehensive financial plans tailored to their specific needs and goals.
• Insurance broker: The company provides a variety of insurance options, helping clients find the best coverage for their unique situations.
• Mortgage broker: With extensive knowledge of the mortgage industry, Elm Tree Financial Services Ltd helps clients secure the most suitable mortgage for their needs.

OTHER POINTS OF INTEREST

• Wheelchair accessible parking lot: The company has made provisions for easy access to its facilities for individuals with mobility issues.
• Wheelchair accessible restroom: Elm Tree Financial Services Ltd ensures that its restroom facilities are accessible to all clients and visitors.
• Appointment required: Due to the personalized nature of their services, clients are advised to schedule appointments in advance to ensure the best possible experience.

REVIEWS AND OPINIONS

Elm Tree Financial Services Ltd has received 7 reviews on Google My Business, with an impressive average rating of 4.4/5. These reviews highlight the company's dedication to customer service and its ability to guide clients through complex financial processes with ease. One satisfied client noted that Kevin, a representative at Elm Tree Financial Services Ltd, provided exceptional support throughout the mortgage application process for their first home purchase. Another reviewer praised the company for its thorough explanation of every step in the mortgage process and its commitment to securing the best possible terms for the client.

Based on these reviews and opinions, it is evident that Elm Tree Financial Services Ltd is a reputable and reliable choice for individuals seeking expert financial planning, insurance, and mortgage services. With a strong commitment to customer satisfaction and accessibility, this company stands out in the competitive financial services industry.

👍 Reviews of Elm Tree Financial Services Ltd

Kieron B.

5/5

Kevin was really helpful throughout the process of buying our first house. Answered any questions we had during applying for our mortgage and nothing was ever too much trouble for him. Highly recommend.

Georgia W.

5/5

If you're first time buyers and need help with the whole process and securing a mortgage I would highly recommend Kevin at Elm Tree finances, he was there for us throughout and helped us to understand each step no matter how big or small, secured us the best mortgage and ensured everything was in order

Paul R.

1/5

Aaviser let me down he rang monday to confirm apointment but didnt turn up no phone call to say he wastnt coming unprofesianal and unreliable would not recomend them in dire straits needed help and they turned there back on me

Paul N.

5/5

Used Elm Tree Financial Services for all of my mortgage requirements for the last seven years.

Andy M.

5/5

5 stars to Kevin. I needed a mortgage in principal in a very short time. One call to Kevin, he was sympathetic and understanding. I had a same day appointment. Amazing service. With his hard work I was successful for the mortgage arranged enabling me to secure the purchase. He listens, understands your needs and is proactive OUTSTANDING guy HIGHLY RECOMMEND

luke P.

5/5

During the difficult times of COVID I felt it necessary to contact a mortgage broker to help me through the mortgage process.

Mike was open, honest and helpful throughout and explained everything in a way which was easy to understand for somebody not familiar with the whole process. He spent time exploring various different options and explained his recommendations clearly which helped remove the overwhelming feeling looking at mortgages brings.

5/5 Service. I would recommend them to anyone looking for a mortgage.

Daniel G.

5/5

Fantastic, efficient and friendly service provided, I highly recommend Elm Tree and will 100% be using them again.