Charters Financial Services Winchester
Charters Financial Services Winchester is a financial services company located in Winchester, England. They specialize in providing financial advising services, financial planning, and insurance brokerage. With their expertise and experience, they help their clients make informed decisions about their finances and ensure that they are adequately protected with insurance. Charters Financial Services Winchester is committed to providing excellent customer service and helping their clients achieve their financial goals.
Introduction to Charters Financial Services Winchester
Charters Financial Services Winchester is a well-established financial advising service that has been providing expert financial planning and insurance advice to clients for over 20 years. The company aims to help clients achieve their financial goals by providing personalized services that cater to their specific needs. What sets this company apart from others in the industry is their commitment to providing high-quality, unbiased advice and exceptional customer service.Services & products
Charters Financial Services Winchester offers a range of financial services that include financial planning, insurance brokering, and investment management. Their team of experienced financial planners works closely with clients to develop customized financial plans that help them achieve their short- and long-term financial goals. They also offer insurance brokering services, helping clients find the best insurance policies that meet their specific needs. Additionally, they offer investment management services, helping clients grow their wealth and manage their investments.Location
Charters Financial Services Winchester is located in the heart of Winchester, a historic city in England known for its beautiful architecture, picturesque streets, and vibrant culture. The area is home to a mix of businesses, including boutique shops, cafes, and restaurants, as well as several other financial services companies. The nearest public transportation options include Winchester railway station, which is just a 5-minute walk away, as well as several bus stops within a 10-minute walk.Benefits
Customers should choose Charters Financial Services Winchester because the company offers personalized financial advice and exceptional customer service. The team of experienced financial planners works closely with clients to develop customized financial plans that meet their specific needs. Additionally, the company is committed to providing unbiased advice, ensuring that clients receive the best possible advice for their financial situation.Good to know
Customers should be aware that Charters Financial Services Winchester is a fee-based financial advising service, meaning that they charge a fee for their services rather than earning commissions on products or services sold. This ensures that clients receive unbiased advice that is in their best interests.Reviews
Customers have praised Charters Financial Services Winchester for their exceptional customer service and expertise in financial planning and insurance brokering. Clients have reported feeling confident in their financial plans and have appreciated the personalized attention they receive from the team. Many have also praised the company for their unbiased advice and commitment to helping clients achieve their financial goals.FAQ
What types of insurance do you specialize in?
We specialize in various types of insurance such as life insurance, health insurance, property insurance, travel insurance, and more. Our team of insurance brokers can help you find the best insurance policy that fits your needs.What types of financial services do you offer?
We offer a range of financial services such as financial planning, investment management, retirement planning, tax planning, and estate planning. We provide customized financial plans to help our clients achieve their financial goals.What is your claims process like?
Our claims process is simple and hassle-free. Our insurance brokers will guide you through the process of filing a claim and ensure that it is processed quickly and efficiently. We work closely with insurance companies to ensure that our clients receive the maximum compensation they are entitled to.How do you charge for your services and what are the fees?
We offer transparent fee structures for our services and charge a fee based on the complexity of the service. Our fees are competitive and we ensure that there are no hidden costs. We believe in providing our clients with value for their money.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning and tailor our plans to suit the unique needs and goals of each client. We conduct a thorough analysis of our client's financial situation and provide recommendations that are aligned with their objectives. We work closely with our clients to ensure that their financial plan is flexible and adaptable to changes in their life circumstances.Reviews
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Natalie Thompson
If you need mortgage / financial advice, you MUST use Mark Dickety at Charters. The most helpful, prompt and efficient man in the business! Always answers the phone quickly, chases everything up so nothing is waiting, answered all my questions 10 times over - a pleasure to work with, making the first time buyer path that bit smoother and easier to navigate. Will be recommending far and wide & using again in the future - Thanks a mil Mark!
28-12-2022
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Eleanor Ashley
*First time buyers* I could not recommend DONNA HAYES Mortgage & Protection Adviser enough! She has taken the extra time and guidance to ensure we understand the first time buying process making everything as simple as possible. I have had constant updates to ensure I am aware of where we are in the process. My other half is self employed and she found the best deal for our mortgage with that in mind which can be a difficult task in itself.
28-06-2022
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R Mullins
My wife and I are so thankful to Stephanie and Amber for all their help in securing our mortgage for us. Their patience and support was invaluable throughout what was a challenging process for us.
28-06-2022
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Geza Geleji
Great, efficient service from Donna -- highly recommended!
28-06-2022
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Brad Smith
Great service with Charters - super friendly, professional and very helpful. Massive thanks to Harriet and Jonathan for all their assistance! :)
28-05-2022
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Edward Salton
Positive: Professionalism, Responsiveness
28-05-2022
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Jessica Cartwright
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
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Dee James
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
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Mike P
Positive: Quality
28-05-2022
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Sally Ward
Had a fantastic experience with Charters Financial Services Winchester. Stephanie and Cara were friendly, supportive, professional and helpful. I cannot recommend them highly enough. We went from not thinking we could get a mortgage to receiving a mortgage offer for our house very quickly. They have been so good at keeping us informed the whole way along and have helped and support us through the whole journey. We are delighted with the service we have received.
28-05-2022
