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Finance Brokers, Insurance Brokers

Charters Financial Services Bishops Waltham

Charters Financial Services Bishops Waltham is a financial and insurance brokerage firm located in Southampton, England. They specialize in providing financial and insurance services to individuals and businesses. Their team of experienced finance brokers and insurance brokers work closely with clients to understand their needs and provide tailored solutions. Charters Financial Services Bishops Waltham is committed to providing exceptional customer service and helping clients achieve their financial goals.

Introduction to Charters Financial Services Bishops Waltham

Charters Financial Services Bishops Waltham is a finance and insurance brokerage company located in the heart of Bishop's Waltham, Southampton, England. Established over 25 years ago, the company aims to provide the best financial services to its clients. What makes this company unique is its personalized approach towards each client, ensuring that their needs are met with utmost attention and care.

Services & products

Charters Financial Services Bishops Waltham offers a range of financial and insurance services to its clients. The company specializes in providing finance brokering services and insurance brokering services, including life insurance, critical illness cover, income protection, and private medical insurance. They also offer mortgage and loan brokering services, as well as debt management solutions.

Location

Charters Financial Services Bishops Waltham is located in St George's Square, Bishop's Waltham, Southampton. The area is known for its historic charm and is home to many local businesses, including independent shops, cafes, and restaurants. The company is easily accessible by public transportation, with the nearest bus stop (Basing Mews) just a minute's walk away. The nearest train station is Botley, which is approximately 4 miles away.

Benefits

Customers should choose Charters Financial Services Bishops Waltham because of their personalized approach to financial and insurance services. The company's experienced team of brokers ensures that clients receive the best possible advice and support to meet their financial needs. They also provide a range of products from a variety of insurers, ensuring that clients get the best possible deal.

Good to know

Customers should be aware that Charters Financial Services Bishops Waltham is a brokerage company and not an insurer. This means that they do not provide insurance policies themselves, but instead act as a middleman between clients and insurers.

Reviews

Customers have praised Charters Financial Services Bishops Waltham for their excellent customer service and professionalism. Many have commented on the company's ability to provide tailored solutions to their financial needs, making them feel valued and well taken care of.

Amenities

  • amenity
    computer
  • amenity
    internet access
  • amenity
    meeting room
  • amenity
    private office
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    insurance advice
  • amenity
    tax advice
  • amenity
    financial planning
  • amenity
    investment planning
  • amenity
    insurance planning
  • amenity
    tax planning
  • amenity
    online quote
  • amenity
    free consultation
  • amenity
    online account
  • amenity
    claims assistance

FAQ

What is your level of experience in the finance industry?

As a financial services company, we have a team of experienced professionals with years of experience in the finance industry. We have been providing our services to clients for several years, and our team has a deep understanding of the industry and its workings.

What fees and charges can customers expect when using your services?

Our fees and charges vary depending on the specific services that our customers require. We are transparent with our fees and will always provide a breakdown of any charges before proceeding with any work. We pride ourselves on offering competitive fees for our services.

How do you determine the best insurance plan for my needs?

We work closely with our clients to understand their specific needs and requirements. Our experienced team will review a range of insurance plans to determine the best option for each individual client. We take into account factors such as budget, coverage, and any specific requirements to ensure we find the best plan for our clients.

Can you provide me with a list of references?

We have a long list of satisfied customers who have used our services in the past. However, we take our clients' privacy seriously and cannot provide a list of references without their consent. We are happy to provide testimonials from satisfied clients upon request.

What is your claims process like?

Our claims process is straightforward and efficient. We work closely with our clients to ensure that their claims are handled quickly and effectively. Our experienced team is on hand to provide guidance and support throughout the process, ensuring that our clients receive the best possible outcome.

Reviews

  • Rebecca Oglesby

    Simon has been brilliant the whole way along, thoroughly recommend him!

    28-09-2022

  • Farooq M

    For my recent property purchase, Simon was my first port of call whom I found quite professional and clued up with the job. All the best to you all at Charters FS.

    28-07-2022

  • David Walker-Nix

    A steady helping hand - thanks Simon !

    28-07-2022

  • Chun Yin Kam

    Simon's service is excellent. He is patient and his explanations are detailed. The process of obtaining mortgage and home insurance is hassle-free even for a first time buyer.

    28-07-2022

  • Sam Megson

    I am more than happy to write a review for Simon as the service and advice he provided me throughout the process (for two properties) was excellent. Simon couldn't have been more helpful and the advice he gave was exactly what I needed. I can't recommend Simon highly enough - fantastic service!

    28-07-2022

  • Annabel Greig

    Simon Randall-Coles, our Mortgage Advisor, was absolutely fantastic during the entire process of buying our first home. Not only is he incredibly attentive, quick at responding, and has fantastic financial advice, but he is very personable and is always a pleasure to speak to. Nothing was too much trouble for him. He is an absolute asset to Charters. I encourage anyone who is going with Charters to reach out to him - you will not be disappointed. There is not one thing I could fault about Simon. Both myself and my partner have been so impressed by his hard working attitude and his understanding on the whole mortgage process, and more. Simply fantastic - thank you Simon!

    28-05-2022

  • Richard Bolton

    Simon is professional, reliable and well organised. He diligently sources the best mortgage rates and type of borrowing facilities to suit personal and business projects. Would highly recommend.

    28-05-2022

  • Lucie Healy

    I cannot give Simon and Jon enough praise for all their help with my mortgage. From the outset Simon and Jon were always available for all my questions and explaining the process so clearly, they were so patient, understanding and clear. Truly outstanding service, thank you so so much! Cannot recommend enough.

    28-05-2022

  • Maddison Parker

    Simon at Charters has been nothing but amazing for the past 2 years whilst I’ve been trying to sort my mortgage and buy my house. Him and Jon have gone above and beyond to help me out. Couldn’t recommend them anymore!

    28-05-2022

  • Cameron Brownlie

    Simon was excellent from start to finish with my re-mortgage. He went above and beyond helping me get the best rate! 5*

    28-05-2022