Roddy Surfleet Financial Services - North Berwick
Address: Unit 1, North Berwick EH39 5BW, United Kingdom.
Phone: 1620850276.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Roddy Surfleet Financial Services
Roddy Surfleet Financial Services
Based in North Berwick, United Kingdom, Roddy Surfleet Financial Services operates from Unit 1, North Berwick EH39 5BW. This financial planning company is reachable at Phone: 1620850276. Although their webpage isn't directly provided, their location and contact information make them a notable entity in the local financial services sector.
Facilities and Accessibility
| Wheelchair Accessible Parking: | Yes |
| Restroom: | Available |
These amenities indicate the company's consideration for customers with mobility issues, making their services potentially accessible to a wider range of clients.
Specialties and Services
Financial Planner is the core specialty of Roddy Surfleet Financial Services. They offer comprehensive financial planning services tailored to individual client needs. This includes but is not limited to retirement planning, investment advice, and estate planning. As a personal finance advisor, they aim to help clients achieve financial security and growth.
Reviews and Ratings
It's worth noting that Roddy Surfleet Financial Services has 0 reviews on Google My Business, which currently results in an Average Opinion: 0/5. While no reviews provide direct insight into customer satisfaction, it's a signal that potential clients should approach with caution and possibly seek additional information or opinions before making a decision.
Recommendations for Potential Clients
For anyone considering engaging with Roddy Surfleet Financial Services, here are some key points to keep in mind:
- Location Convenience: Being wheelchair accessible and having a restroom on-site is a plus for clients with mobility needs.
- Direct Contact: Have the phone number handy (1620850276) to inquire directly about services or to schedule a consultation.
- Review Consideration: Given the lack of reviews, new clients might want to reach out to the company directly to ask about their experience or seek testimonials from past clients.
- Expect Professional Advice: As a financial planner, the company should provide personalized advice based on your financial situation.