Monument Financial Services Ltd - Middlesbrough

Address: SOUTH TEES BUSINESS CENTRE, 1 Puddlers Rd, South Bank, Middlesbrough TS6 6TL, United Kingdom.
Phone: 1642478953.
Website: monumentfinancialservices.co.uk
Specialties: Mortgage broker, Life insurance agency.
Other points of interest: Wheelchair accessible parking lot.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of Monument Financial Services Ltd

☎️1642478953

Overview of Monument Financial Services Ltd

Monument Financial Services Ltd, conveniently located at SOUTH TEES BUSINESS CENTRE, 1 Puddlers Rd, South Bank, Middlesbrough TS6 6TL, United Kingdom, stands out as a dedicated mortgage broker and life insurance agency. With a phone number 1642478953 readily available for inquiries, this company caters to a broad range of financial needs. Their services extend beyond just mortgage broking, offering expert life insurance agency services, making them a versatile choice for those looking to manage their financial future.

Location and Accessibility

Situated in a wheelchair accessible parking lot, Monument Financial Services Ltd demonstrates its commitment to inclusivity. This thoughtful feature ensures that all potential clients, regardless of physical ability, can access their services without hassle. The address is a clear point of interest for anyone seeking personalized financial advice and services in Middlesbrough.

Services Offered

As a mortgage broker, Monument Financial Services Ltd is well-equipped to guide clients through the often complex process of securing a mortgage. Their expertise in this area is complemented by their life insurance agency services, providing a comprehensive suite of financial solutions. This dual specialization means they can offer tailored advice on both home ownership and life insurance needs, making them a one-stop-shop for financial planning.

Customer Feedback and Reputation

The company boasts an impressive average opinion of 4.4/5 based on 7 reviews on Google My Business. Testimonials highlight their dedication to customer satisfaction, with clients praising Allan and Penny for their thoroughness and customer-centric approach. It's evident that Monument Financial Services Ltd goes the extra mile to ensure a smooth and understandable process for their clients, from initial consultations to final transactions. This level of service, combined with their efficiency and approachability, has earned them high praise and numerous recommendations.

Recommendation

For anyone in need of expert mortgage advice or life insurance services, Monument Financial Services Ltd is highly recommended. Their commitment to customer satisfaction, combined with their extensive expertise, makes them a valuable partner in navigating the financial landscape. To learn more or to start your financial journey with them, we encourage you to visit their website at monumentfinancialservices.co.uk. Don't miss the opportunity to experience firsthand the personalized and efficient service that has earned them such a great reputation in Middlesbrough.

By leveraging the strengths and positive feedback highlighted above, Monument Financial Services Ltd continues to be a trusted name in financial services, inviting potential clients to explore their offerings and benefit from their expertise.

👍 Reviews of Monument Financial Services Ltd

Monument Financial Services Ltd - Middlesbrough

Heidi C.

5/5

We have been clients since January 2017 and have just recently remortgaged having come to the end of our fixed 5 year term. Allan and Penny continue to impress us having gone out of their way to ensure our remortgaging process is as seamless as possible.

Allan certainly has our best interests at heart and takes the time to ensure we understand the product being offered and best suited for our requirements.

They are extremely efficient and approachable and make you feel like a valued customer.

I would highly recommend Monument Financial Services Ltd - thank you!

Richard M.

5/5

We have been clients since around 2015, moved house twice and remortgaged twice and from the outset they were very helpful.
Allan explained everything very well to begin with and Penny has been brilliant with the follow up.
Before we needed to remorgage Penny was on hand to help us, and during moving if any situation changed like missing the stamp duty holiday she was there to help and adjust the offer with minimal stress for us.

They are not only efficient and helpful but are very approachable, down to earth and have your best interest at the centre of all they do.

I would strongly recommend using Monument Financial Services Ltd and have done so to many of my friends and relatives.

B N.

5/5

We just had our remortgage done through Monument Financial Services for 2 properties following the interest rate hikes over last quarter of 2022. From my initial enquiry online to Allan visiting us at our home to provide options was a very prompt and impressive service! Allan is very knowledgeable, dedicated and extremely helpful. Allan provided great recommendations esp. putting facts into layman terms for us which helped zone us in on the best product suited for us. Allan was very dilligent in his work putting in all his energy into getting us the fixed deal asap esp. at the very difficult time of the mini budget being announced and having a volatile economy. Mortgage products at the time were being withdrawn so quickly from the market that we thought we would be cornered! But all thanks to Allan, we are now in a much better position than we were previously in terms of our mortgage and Allan has future proofed us well for the next 5 years! What an absolute relief!
Penny has also been awesome with the continued communication to us throughout the completion process which was unfortunately prolonged due to the backlog of mortgage applications with the bank as a result of the turbulent economical period. Penny was very reassuring and made us feel valued as a customer which we really appreciate.
A Big Thank You to Monument Financial Services Team for all your help!

Jordan B.

5/5

I wouldn’t hesitate to recommend Monument Financial Services. Allan was brilliant throughout the whole process, looked after me and genuinely had my best interests at heart. Will definitely trust him when remortgaging next time.

Amanda R.

5/5

Grateful for the expert advice- always responsive and helpful. Allan and team have never let me down. Good mortgage rates I’d never have found on my own. Happy to recommend

Paul B.

5/5

I opened an account last year, find there customer services to be very good. I've had to contact them on two occasions and both times they have been very prompt and helpful in dealing with my enquiries.

James C.

1/5

I'd advise avoid, charge £3k selling a financial adviser for life and won't help a few years down the line, contacted as needed some further borrowing no help or assistance given.