Paladin - Lichfield

Address: Wiltell Lodge, Wiltell Rd, Lichfield WS14 9ET, United Kingdom.
Phone: 1543624426.
Website: thepaladin.co.uk.
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Paladin

1543624426

The Paladin is a reputable financial planning and consulting firm located at Wiltell Lodge, Wiltell Rd, Lichfield WS14 9ET, United Kingdom. The company has been providing exceptional services, including investment services, to its clients for many years. With a team of experienced and dedicated professionals, The Paladin is committed to helping individuals and businesses achieve their financial goals.

One of the key features of The Paladin is its commitment to providing personalized services. The company understands that each client has unique financial needs and goals, and therefore, it tailors its services to meet those specific needs. Whether you are an individual looking to plan for retirement or a business seeking investment advice, The Paladin has the expertise and resources to help you.

The Paladin's team of financial planners and consultants are highly qualified and experienced in all aspects of financial planning and consulting. They are dedicated to providing clients with the highest level of service and are committed to building long-term relationships based on trust and mutual respect. The company's approach is to work closely with clients to understand their financial goals and develop a plan to help them achieve those goals.

The Paladin offers a wide range of services, including financial planning, financial consulting, and investment services. The company's financial planning services are designed to help individuals and businesses plan for the future and make informed decisions about their finances. The Paladin's financial consultants work with clients to develop a comprehensive financial plan that takes into account their current financial situation, their future financial goals, and any potential risks.

The Paladin's investment services are designed to help clients grow their wealth and achieve their financial goals. The company's investment professionals have a deep understanding of the financial markets and are able to provide clients with sound investment advice and strategies. Whether you are looking to invest in stocks, bonds, or other investment vehicles, The Paladin has the expertise and resources to help you make informed investment decisions.

The Paladin offers both online appointments and onsite services, making it easy for clients to access the company's services. The company's restrooms are wheelchair accessible, and an appointment is required to ensure that clients receive the attention and service they deserve. With 29 reviews on Google My Business and an average opinion of 4.9/5, The Paladin is a highly respected and trusted financial planning and consulting firm.

Reviews of Paladin

Mike F

5/5

Met with Lee Clarkson yesterday he understood my problem although it was not a common query - an offshore insurance investment bond. His knowledge and clarity was great. He has given me the confidence to surrender the bond and report it correctly to the tax office. Will definitely use Lee and Paladin again.

Wendy Law

5/5

Can I first “shout out” Gemma! What a friendly efficient secretary. I had an appointment with Lee today. Gave me good advice through new eyes. I think I’m going to be okay. definitely worth the visit. Mind at rest.

Kevin Blakey

5/5

Rang Lee today looking for some advice on pensions. Initially it was to book an appointment and ask a few basic questions. I was put through to Lee who spoke at length and took the time to explain any questions I had. So knowledgeable and helpful, can't fault him. Will be in touch soon. Thanks Lee !

Judy Hasnip

5/5

Home visit from Lee which was very helpful in itself! My questions were answered fully, and hi lighted a number of tax related issues that I was not aware of, which impacted on the decisions I was to make.
I have no hesitation in recommending Lee, it was a weight off my mind to have clarification of my circumstances.

Miles Jacob

5/5

My wife and I have been with Spires Independent financial services for approximately 4 years and the level of service provided is exemplary.
We spent several months trying to find a financial advisor that we felt comfortable with and eventually settled on Lee Clarkson after receiving a recommendation from a very close friend.
Lee's open and honest approach was very refreshing and his manner and patience a credit to him. We are by no means financially savvy, however, Lee has talked us through many meetings to ensure that we fully appreciate the investment portfolio that we have finally agreed upon.
Our trust in Lee's expertise has been extended by recommendation to other members of our family and he is also an advisor to some of our close friends.
Lee is supported by an excellent team who provide a friendly and professional service.
I would have no hesitation in recommending Spires Independent Ltd.

Rachel Hemmings

5/5

Lee was very informative and intuitive about how to help me. He went through all the information and really wanted me to understand. I didn’t feel rushed and he gave some invaluable advice. I’d recommend him to anyone thinking of getting a court report to be used in an FDR hearing.

anna Padmore

5/5

We have recently had a hard time with a mortgage broker not telling us all and doing all he could for us, which has cost us a lot of money. Lee has been great throughout the process with advise, guidance, and next steps. Definitely recommend the team and we are utilizing them for more.

Dave Andrew

5/5

You hear so many bad stories regarding financial advisers and pension scams.

However, I'm pleased to say that Lee Clarkson and his Team have looked after our money for many years now.

It's proven one of the best financial decisions we have ever made.

Having quit work some years ago and having Lee look after our pension pot has proven invaluable.

Lee has given us the confidence to enjoy our retirement knowing that our investments are in safe hands.

He completes the regular and agreed reviews with a positive and professional approach. More importantly we have never had any reason not to trust his judgements and recommendations.

I have no problem recommending Lee regardless of what stage you are at regarding any of your investments.

A big and sincere Thank You to Lee and his Team.

Dave & Andrea