Calpe Financial Solutions
Calpe Financial Solutions is a financial services company based in Southampton, England. They specialize in providing a range of financial solutions, including financial planning, investment banking, mortgage brokering, and other financial services. With their expertise and experience, Calpe Financial Solutions is committed to helping their clients achieve their financial goals and secure their financial future.
Introduction to Calpe Financial Solutions
Calpe Financial Solutions is a financial services company based in Southampton, England. The company was founded with a goal to provide personalized financial planning and investment solutions to individuals and businesses. Calpe Financial Solutions distinguishes itself from other financial planners, investment banks, and mortgage brokers by offering tailored services that cater to the unique needs of each client.Services & Products
Calpe Financial Solutions provides a range of financial services, including financial planning, investment management, retirement planning, estate planning, and tax planning. The company also offers mortgage brokerage services, helping clients find the best mortgage deals available in the market. Their team of experts works closely with clients to develop customized financial plans that align with their long-term goals and objectives.Location
Calpe Financial Solutions is located in Wintershill Cottage, The Drove, Manor Rd, Durley, Southampton. The area is known for its picturesque countryside and quiet surroundings, making it an ideal location for businesses that prioritize a peaceful working environment. The nearest public transportation options are the Botley train station (4 miles away), Hedge End train station (5 miles away), and Southampton International Airport (8 miles away).Benefits
Calpe Financial Solutions prides itself on its commitment to providing personalized financial solutions to clients. The company's team of experts has extensive experience in the financial services industry, and they work closely with clients to understand their unique needs and develop customized plans that align with their long-term goals. Clients can expect to receive a high level of attention and personalized service when working with Calpe Financial Solutions.Good to Know
Clients should be aware that Calpe Financial Solutions is a fee-based financial planning firm. This means that the company charges a fee for its services, rather than earning commissions on financial products sold to clients. The company believes that this approach ensures that their advice is always objective and in the best interest of their clients.Reviews
Calpe Financial Solutions has received rave reviews from clients who appreciate the company's personalized approach to financial planning. Clients have praised the company for its knowledgeable and experienced team, as well as its commitment to providing objective and unbiased advice. Overall, clients have reported a high level of satisfaction with Calpe Financial Solutions' services.FAQ
What are the fees associated with your services?
At Calpe Financial Solutions, our fees vary depending on the specific services you require. We will provide you with a clear breakdown of all fees and charges upfront, so you know exactly what to expect.How long does it typically take to process a mortgage application with your company?
The length of time it takes to process a mortgage application can vary depending on individual circumstances. However, at Calpe Financial Solutions, we pride ourselves on providing a fast and efficient service and will work tirelessly to ensure that your application is processed as quickly as possible.What professional qualifications do your financial planners have?
Our financial planners are all highly qualified and experienced professionals. They hold a range of professional qualifications, including Chartered Financial Planner status, which is the highest level of qualification in the financial planning industry.Can you provide references or testimonials from satisfied clients?
Absolutely! We have many satisfied clients who are happy to provide references and testimonials. We can provide you with a list of references upon request, or you can check out our website to read some of our clients' testimonials.Can you provide examples of successful investment strategies you have implemented for clients?
At Calpe Financial Solutions, we work closely with each of our clients to develop bespoke investment strategies that are tailored to their specific needs and goals. We have a proven track record of delivering successful investment outcomes for our clients, and we would be happy to provide you with examples of some of the strategies we have implemented.Reviews
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Bar Poo
We, as first time buyers, were thoroughly impressed with Ave at Calpe Financial Solutions. He not only sorted out our mortgage efficiently and without issue, but continued to help us throughout the purchase and truly goes “above and beyond” for his clients. Highly recommended in every aspect.
28-08-2022
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Laura Thurman
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2021
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toovs94
Calpe have been invaluable in buying our house. As first time buyers the prospect was terrifying. Ave and Michael have held our hands the whole way through explaining everything and making the process as easy as possible. We have confidently purchased a property using a reputable mortgage provider at a fantastic interest rate thanks to Calpe. I cannot thank Ave and Michael enough and I would highly recommend their services to anyone! Ave has also assisted my Nan with a different financial matter and I am pleased to say she is equally as pleased with the support, guidance, and general polite manner in which it was carried out. I can say with 100% confidence I will use Calpe for all financial matters going forward. Thank you again from both of us! D + L
28-05-2018
