Financial Design (IFA) Ltd - Kenilworth

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Financial Design (IFA) Ltd: A Reliable Financial Consultancy

For individuals and families seeking expert guidance in navigating their financial landscape, Financial Design (IFA) Ltd presents itself as a highly respected and client-focused firm. Located in the charming town of Kenilworth, Warwickshire, at Address: Whateley's Dr, Kenilworth CV8 2GY, United Kingdom, the company operates with a clear commitment to delivering tailored financial solutions. Clients can reach them directly at Phone: 1926748025, or explore their services further via their website: Website: financial-design.co.uk.

Specialties and Services

Financial Design (IFA) Ltd specializes as a Financial consultant, offering a broad range of services designed to meet diverse needs. While specifics vary depending on individual circumstances, the firm’s expertise typically encompasses:

• Mortgage Advice & Renewals
• Private Pension Planning
• Financial Planning & Investment Strategies
• Retirement Planning

The company prides itself on a consultative approach, taking the time to thoroughly understand each client’s goals, risk tolerance, and financial situation. They prioritize building strong, long-term relationships based on trust and transparency.

Accessibility and Convenient Services

Financial Design (IFA) Ltd is dedicated to ensuring accessibility for all clients. The premises at Whateley’s Dr are equipped with several key features, including:

• Wheelchair Accessible Entrance
• Wheelchair Accessible Parking
• Wheelchair Accessible Restroom
• Restroom

Furthermore, the firm offers both Online appointments and Onsite services, providing flexibility to suit client preferences. Appointments are generally required, allowing for focused and productive discussions. On-site parking is readily available.

Client Feedback and Reputation

Financial Design (IFA) Ltd enjoys a consistently positive reputation, as evidenced by its impressive Average opinion: 4.6/5 rating on Google My Business, based on 19 reviews. The overwhelmingly favorable feedback highlights the firm's dedication to client care, personalized service, and knowledgeable advisors. It appears that clients consistently appreciate the meticulous attention to detail and the genuine commitment to ensuring they select the most appropriate financial products. The consistent recommendations to friends and family strongly suggest a high level of client satisfaction and a dedication to exceptional service.

Recommendation

For anyone seeking a trustworthy and experienced financial consultant, Financial Design (IFA) Ltd represents an excellent choice. Their commitment to accessibility, combined with their proven track record of satisfied clients, makes them a standout firm. We strongly encourage potential clients to visit their website – financial-design.co.uk – to schedule a consultation and explore how their expertise can help you achieve your financial aspirations.

👍 Reviews of Financial Design (IFA) Ltd

Ryan R.

5/5

These guys are great, a lot of care and attention goes into every conversation to ensure the product/s are right for you. Adam has dealt with our last mortgage renewal and Jordan before, faultless. I was that impressed that I recommended two friends to them who have taken out mortgages and a family member who has taken out a private pension. Very happy, and wouldn't choose anyone else.

Reece F.

5/5

Adam was brilliant in helping with all the mortgage advice and any other queries that we required in purchasing our first home. He was available at all times even outside of his listed working hours. Highly recommended by us for anyone looking for a mortgage advisor.

ashleighquig1

5/5

I’ve recently used Financial Design when looking to get a mortgage as a first time buyer. I was struggling as I’m self employed with a limited business, but Jordan was incredibly helpful, giving me a few different options, explaining everything clearly, every step of the way, and he managed to sort me a mortgage at a rate that I’m happy with. He really went above and beyond from start to finish. He was always quick to respond to emails and calls, and always friendly and approachable. On the odd occasion that Jordan wasn’t available, he made sure that another member of the team (Adam) was on standby if I needed anything- Adam was also very helpful. I couldn’t recommend Jordan (and Financial Design) more! I will definitely use them again in the future!

martyn P.

5/5

I'm very happy with Financial Design's efficiency, quietly looking after my pension fund while I get on with the daily grind of being retired! I confidently recommend them.

Hywel

5/5

We have been clients for over 20 years, and have used Financial Design for mortgage, investment and pension advice. Mark and Jordan provide consistently high quality advice, and are responsive to the client's individual circumstances and requirements.

Body S.

5/5

Contacted them about a few queries I had and I cannot thank them enough for the quick help I received! Wouldn't recommend anyone else and I'd highly recommend speaking with Jordan! Lovely young Gentleman with a bright future.

Ben H.

5/5

Great service! very professional and always explained everything clearly when I was sorting my mortgage. Would recommend them to anyone and I Will use Financial Design again.

Tom J.

5/5

great professional service from start to finish , nothing was ever to much for (Jordan Newbold ) who helped me with all my needs an enquires any time of the day he was always available via phone or email. cant recommend them highly enough.